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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.

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