List of fidelity funds
[PDF File]2014 Code of Ethics
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• 3 • ACA Code of Ethics Purpose The ACA Code of Ethics serves six main purposes: 1. The Code sets forth the ethical obligations of ACA members and provides guidance intended to inform the ethical practice of professional counselors. 2. The Code identifies ethical considerations relevant to professional counselors and counselors-in-training. 3. The Code enables the association to clarify ...
[PDF File]Form L-8 Affidavit for Non-Real Estate Investments ...
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List all the assets in this institution for which you are requesting a release. If this is a bank, list each account in this bank separately. Follow the column headings for each asset. Under “How held/Registered,” you may enter “NOD” (Name of Decedent) if the account was in the name of the decedent alone. If it was Paid on Death
[PDF File]Designation of Beneficiary
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example 4 on the Back of Part 1), you should only list Option A and Option B. Who can sign this form? The Insured or Assignee (if applicable) must sign this form. The signature of a guardian, conservator or other fiduciary (including, but not limited to, those acting according to a Power of Attorney or a Durable Power of Attorney) is not acceptable
[PDF File]Form W-8BEN Certificate of Foreign Status of Beneficial ...
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Form W-8BEN (Rev. July 2017) Department of the Treasury Internal Revenue Service . Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)
[DOC File]Sample Schedule A Letter - Veterans Benefits Administration
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Sample Schedule A Letter from the Department of Labor’s Office of Disability and Employment Policy: Date . To Whom It May Concern: This letter serves as certification that (Veteran’s name) is a person with a severe disability that qualifies him/her for consideration under the Schedule A hiring authority.
[PDF File]SPECIAL TAX NOTICE YOUR ROLLOVER ... - Fidelity Investments
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SPECIAL TAX NOTICE. YOUR ROLLOVER OPTIONS. You are receivingthis notice because all or a portion of a payment you are receiving from the Plan is eligible to be rolled over to either an IRA or an employer plan; or if your payment is from a designated Roth account, to a Roth IRA or designated Roth account ... you must use other funds to make up ...
[PDF File]Thrift Savings Plan
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to receive funds from your civilian, uniformed services, or beneficiary participant account (i.e., an account inherited by the spouse of a deceased TSP participant). If you have a civilian and a uniformed services account and want to designate the same beneficiaries and shares for both accounts, check both boxes. To designate different
[DOC File]Aid Codes Master Chart (aid codes) - Medi-Cal
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Provides eligible pregnant women of any age with family planning, pregnancy-related services, including services for conditions that may complicate the pregnancy, and postpartum services if family income is at or below 213 percent of the FPL. 45 Full No FC. Covers children supported by public funds …
[PDF File]Form Refund Due a Deceased Taxpayer
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Form 1310 (Rev. 8-2014) Page . 2 Additional Information For more details, see Death of a Taxpayer in the General Instructions section of the Form 1040, Form 1040A, or Form
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