Fidelity terms of hardship withdrawal
[PDF File]Questions? Go to Fidelity.com/movemoney or call 800-343 ...
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Fidelity Retirement Plan account owner or alternate address, if the address on the account has been changed within the past 10 days, or for any transaction over $100,000. 4a. Distribute into your Fidelity nonretirement account. Fidelity Nonretirement Account Number Fidelity Fund Name or Symbol . Fidelity Mutual Fund accounts ONLY e.g., 2AB ...
[PDF File]Hardship and Emergency Withdrawals - Fidelity Investments
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Hardship and Emergency Withdrawals Enclosed in this packet are three applications: 401(k) Plan Application for Hardship Withdrawal—Safe Harbor 401(k) Plan Application for Hardship Withdrawal 457 Plan Application for Emergency Withdrawal Use the 401(k) Plan Application for Hardship Withdrawal—Safe Harbor if the requested withdrawal from your
[PDF File]401(k) Plan - Fidelity Investments
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If you are under age 59½, and you need to withdraw before-tax funds from the 401(k) Plan, you may request a hardship withdrawal. Requests for hardship withdrawals must meet 401(k) Plan requirements. Hardship withdrawals may be subject to a 10% early withdrawal penalty and the income taxes stated above.
[PDF File]The Fidelity Retirement Plan
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This booklet contains important information about the Fidelity Retirement Plan. Please review the enclosed documents and keep them for your records. Fidelity Retirement Plan, Basic Plan Document No. 04 IRS Opinion Letters Fidelity Brokerage Retirement Account Customer Agreement ... As used in the Plan the following terms shall have the meanings ...
[PDF File]Dignity Health Savings Plan Dignity Health 401(k) Plan
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Active employees may take a Hardship Withdrawal from their 403(b)/401(k) in the Dignity Health savings plan for the purchase of a principal residence or for other safe harbor withdrawal reasons. A Purchase Agreement must be provided to …
[PDF File]Questions? Call 1-800-343-0860 ... - Fidelity Investments
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Distribution — Financial Hardship Use this form to request a one-time cash distribution for hardship reasons from your401(a), 401(k), 403(b), or 457(b) governmental ... • Authorize Fidelity to act on all instructions given on this form. • Accept all terms …
[PDF File]WORKPLACE THOUGHT LEADERSHIP HARDSHIP …
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Hardship Withdrawal Reasons2 Foreclosure/Eviction Medical Education Home Purchase/Repair Funeral Source: Fidelity Investments recordkept data as of 06/30/2019, eCertified participant web entries. Although the overall rate of hardship withdrawals remains low historically, of those who do take them, 73% are
[PDF File]Automatic Withdrawal Terms and Instructions for ... - Fidelity
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Automatic Withdrawal Plan Terms and Instructions for Non-retirement Accounts . By using the online enrollment process to establish your automatic withdrawal plan, you authorize and direct Fidelity Brokerage Services LLC and its affiliates (together “Fidelity”) and Fidelity’s
[PDF File]Instructions Fidelity Investments Distribution Form
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Instructions Fidelity Investments Distribution Form Before you complete the Fidelity Investments Distribution Form, please read the following instructions. Each item listed below cor-responds with the steps on the form and contains important information that you might want to consider before completing the form.
[PDF File]MICROSOFT CORPORATION SAVINGS PLUS 401(K) PLAN …
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MICROSOFT CORPORATION SAVINGS PLUS 401(K) PLAN . Expense and Documentation Details . The following table shows the expenses that your plan rules allow you to claim and the types of documentation to submit. Out-of-Pocket Medical Expenses. Eligible Expenses . Can be for you, your spouse, dependents (as defined by the
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