Get the up-to-date fidelity 401k withdrawal 2024 now

Get Form
fidelity 401k withdrawal form Preview on Page 1

Here's how it works

01. Edit your fidelity 401k withdrawal form online
Type text, add images, blackout confidential details, add comments, highlights and more.
02. Sign it in a few clicks
Draw your signature, type it, upload its image, or use your mobile device as a signature pad.
03. Share your form with others
Send fidelity 401k withdrawal via email, link, or fax. You can also download it, export it or print it out.

The best way to edit Fidelity 401k withdrawal in PDF format online

Form edit decoration
9.5
Ease of Setup
DocHub User Ratings on G2
9.0
Ease of Use
DocHub User Ratings on G2

Working on paperwork with our feature-rich and intuitive PDF editor is easy. Make the steps below to complete Fidelity 401k withdrawal online quickly and easily:

  1. Log in to your account. Sign up with your email and password or register a free account to test the service before upgrading the subscription.
  2. Import a form. Drag and drop the file from your device or add it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
  3. Edit Fidelity 401k withdrawal. Easily add and highlight text, insert pictures, checkmarks, and icons, drop new fillable fields, and rearrange or remove pages from your document.
  4. Get the Fidelity 401k withdrawal completed. Download your updated document, export it to the cloud, print it from the editor, or share it with other participants via a Shareable link or as an email attachment.

Take advantage of DocHub, the most straightforward editor to rapidly handle your paperwork online!

See more fidelity 401k withdrawal versions

We've got more versions of the fidelity 401k withdrawal form. Select the right fidelity 401k withdrawal version from the list and start editing it straight away!
Versions Form popularity Fillable & printable
2020 4.2 Satisfied (50 Votes)
2014 4 Satisfied (59 Votes)
be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
Contact us
For a withdrawal from your Employer-Sponsored Retirement Plan (such as a 401k or 403b) Single Withdrawal Request (You will be directed to NetBenefits. Once you log into NetBenefits, choose the account from which you want to withdraw. Then click on Loans, Rollovers, and Withdrawals.)
The easiest way is to simply visit Fidelitys website and request a check there. However, you can also docHub out via phone if you prefer: Call 800-343-3543 with any questions about the process. From there, you can download the appropriate withdrawal request form and then mail it to the address listed on the form.
You can make a withdrawal from your IRA online, or request a withdrawal by phone or at a Fidelity Investor Center.
Starting at age 59, you can take withdrawals without penalties, though note that taxes may be due based on the type of IRA. You are not required to take withdrawals from any accounts before age 72. Your withdrawals should factor into your overall retirement strategy.
The processing time for your withdrawal depends on the method you use to withdraw your money. If you choose to transfer your money electronically to another account, such as a checking or savings account, your withdrawal should process within 1 to 3 business days if you submit your request by 4 p.m. ET.
be ready to get more

Complete this form in 5 minutes or less

Get form

People also ask

For a withdrawal from your Employer-Sponsored Retirement Plan (such as a 401k or 403b) Single Withdrawal Request (You will be directed to NetBenefits. Once you log into NetBenefits, choose the account from which you want to withdraw. Then click on Loans, Rollovers, and Withdrawals.)
The easiest way is to simply visit Fidelitys website and request a check there. However, you can also docHub out via phone if you prefer: Call 800-343-3543 with any questions about the process. From there, you can download the appropriate withdrawal request form and then mail it to the address listed on the form.
Depending on what your employers plan allows, you could take out as much as 50% of your savings, up to a maximum of $50,000, within a 12-month period. Remember, youll have to pay that borrowed money back, plus interest, within 5 years of taking your loan, in most cases.
By age 59.5 (and in some cases, age 55), you will be eligible to begin withdrawing money from your 401(k) without having to pay a penalty tax. Youll simply need to contact your plan administrator or log into your account online and request a withdrawal.
Checks can be sent to your record address or to your bank account. Your check will arrive five to seven business days after your request is received by Fidelity. There is no fee to have a check sent, however if you need to liquidate any holdings, commissions or mutual fund fees, if any, still apply.

fidelity 401k login