Fidelity 401k rollover to another company: Fill out & sign online

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Click ‘Get Form’ to open the fidelity plan rollover document in the editor.
Begin by entering your personal information in the designated fields, including your name, address, and contact details. Ensure accuracy for a smooth processing experience.
Next, navigate to the section regarding your current plan details. Fill in the required information about your existing account, such as account number and provider name.
In the rollover options section, select your preferred method of transfer. This may include direct rollovers or indirect rollovers; make sure to read any accompanying notes for clarity.
Finally, review all entered information for completeness and accuracy. Once satisfied, utilize our platform’s signing feature to electronically sign the document before submission.

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How does Fidelity Rollover work?

Lets walk through the 3-step rollover process: opening your new IRA, contacting your old provider to move the money, and then depositing at Fidelity. All the way, were here with support when you need itincluding moving your money tax-free and penalty-free to your new Fidelity IRA.

Is there a downside to rolling over a 401k?

The money will be subject to your new plans withdrawal rules, so you may not be able to withdraw it until you leave your new employer. If you opt for an indirect rollover, where the funds are distributed to you first, you could face unexpected taxes and penalties.

How long do I have to rollover my 401k from a previous employer with Fidelity?

As if that wouldnt be bad enoughyou only have 60 days from the time of a withdrawal to put the money back into a tax-advantaged account like a 401(k) or IRA, and if you dont complete the transfer within the 60 days, the distribution is subject to taxes and a potential penalty.

Does Fidelity charge a fee for rollover?

Fidelity offers rollover IRAs with no minimums or account fees.5)

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