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Fidelity ira disclosure form

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Your revocation request must be delivered in a form For mutual fund and brokerage Traditional IRAs Fidelity Investments Attn Client Services P. Important Information Affecting The Fidelity IRA and the Roth IRA This notice describes certain provisions relating to Traditional IRAs and Roth IRAs that are now effective unless otherwise noted based on recent changes in the law cost-of-living adjustments and guidance from the IRS. This information is intended to supplement and update the information ...

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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.

How do I request an IRA distribution from Fidelity?

Withdrawals from a SIMPLE IRA can be initiated using our separate form or by calling us for assistance at 800-343-3548. Youll have the following choices of how to receive your money: Electronic funds transfer (EFT) to your bank (instructions must already be on file). EFT Form (PDF)

How do I request a distribution from Fidelity?

Go to Fidelity.com/movemoney or call 800-343-3548. Use this form to make a one-time, tax-reportable distribution from a Traditional, Rollover, Roth, SEP, SIMPLE, or Inherited IRA.

What is the tax form for Fidelity IRA contributions?

We report all IRA contributions, including excess contributions, on Form 5498. We report distributions on Form 1099-R.

How much does Fidelity charge to manage an IRA account?

No annual maintenance fee. No transaction fee when trading most Fidelity mutual funds. Your money grows tax-deferred, as earnings are not subject to tax until they are withdrawn.

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