Fidelity ira rollover
[DOC File]SUMMARY PLAN DESCRIPTION
https://info.5y1.org/fidelity-ira-rollover_1_ed989b.html
Rollover to a Fidelity Advisor IRA - You must complete the appropriate documentation and a Fidelity Advisor IRA application. If your distribution is authorized by the Plan Administrator, it will be forwarded to the Trustee for processing. Your vested Account balance will be directly rolled over to a Fidelity Advisor IRA.
[DOC File]SUMMARY PLAN DESCRIPTION
https://info.5y1.org/fidelity-ira-rollover_1_449968.html
Rollover to Non-Fidelity IRA - A check will be issued by the Trustee payable to the IRA custodian or trustee for your benefit. The check will contain the notation ‘Direct Rollover’ and it will be mailed …
[DOC File]SUMMARY PLAN DESCRIPTION
https://info.5y1.org/fidelity-ira-rollover_1_1fe7cd.html
Then, your rollover request will be entered on the system and will pend (for up to 90 days) until the Rollover IRA account is set up. You must return the signed Rollover IRA application to Fidelity’s Retail Customer Service Department (in Dallas, TX) in order to set up the Rollover IRA …
[DOC File]SUMMARY PLAN DESCRIPTION
https://info.5y1.org/fidelity-ira-rollover_1_789fb6.html
(a). Roll over to a Fidelity IRA - You must complete a Fidelity Rollover IRA application. Attach this application to the completed Fidelity Investments Distribution Form. If you are married, your spouse …
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