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What is the fax number for Fidelity Forms?

Fax Number: 877-330-2476 021610001 Page 1 Page 2 Fidelity Investments Registered Investment Advisor Authorization Form Please print clearly in ALL CAPITAL LETTERS.

How do I contact Fidelity HR?

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

How do I document 529 withdrawals?

IRS Form 1099-Q is a statement issued by a 529 plan or Coverdell ESA administrator that lists the amount of distributions in a given tax year. The Form 1099-Q will be issued to the beneficiary if the 529 distribution was paid to: The 529 plan beneficiary.

Where do I send Fidelity transfer forms?

Mail your completed transfer form and most recent statement copy to: Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0036. Recent tax law changes have generally increased your rollover options. However, we encourage you to consult your tax advisor before consolidating your retirement savings assets.

What is the fax number for Fidelity Investments forms?

Fax Number: 877-330-2476 021610001 Page 1 Page 2 Fidelity Investments Registered Investment Advisor Authorization Form Please print clearly in ALL CAPITAL LETTERS.

How do I contact Fidelity Advisor 529?

Investment Professional Services 800-522-7297 888-321-7349* 8:30 a.m‐7:00 p.m.

How do I pay my college from my Fidelity 529 plan?

You can also call to make a payment at 800-544-1914. How to pay a school directly through BillPay: Log in to your account and access BillPay by clicking Accounts and Trade and then BillPay o(if applicable): Enroll your 529 account in BillPay. Choose your 529 account from the drop-down menu and click Add a Payee

What form do I need to transfer my IRA to Fidelity?

In order to transfer your SEP-IRA to Fidelity, the SEP-IRA must be based upon IRS Form 5305-SEP. Request from your Financial Representative a separate Fidelity Advisor SEP/SARSEP-IRA Application if you are establishing a new SEP-IRA.

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