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Fidelilty non prototype retirement account withdrawal form

Fidelilty non prototype retirement account withdrawal form 2025

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The document outlines the terms and conditions for the Fidelity Non-Prototype Retirement Account, detailing the responsibilities of both the account holder and Fidelity Brokerage Services. It covers aspects such as account management, trading risks, margin accounts, dividend reinvestment services, electronic services usage, and liability limitations. The agreement emphasizes that the account is investment-only, with the account holder assuming full fiduciary responsibility for their investment decisions.

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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.

What is the phone number for Fidelity non prototype?

Prototype plan. A qualified retirement plan sponsored by a financial institution. It may be adopted by executing a written agreement. A prototype is generally more flexible than the IRS Form 5305 or 5305-A and may have additional special features. Also called a master pension plan.

Can you pull money out of your Fidelity retirement account?

Withdrawals can be initiated online for Traditional, Rollover, Roth and SEP IRAs using the Withdraw from your IRA button. For SIMPLE IRA distributions, please use our separate form (PDF) or call us for assistance at 800-343-3548.

How do I withdraw money from my Fidelity retirement account?

Questions? Go to Fidelity.com/smallbusiness or call 800-343-3548. Use this form to request a one-time, immediate distribution from an Investment-Only Retirement Account (also known as the Fidelity Non-Prototype Account).

What number is 800 835 5097?

Dial 1 800 835 5097 or visit the Fidelity website at netbenefits.com.

How do I talk to a real person at Fidelity?

Call 1-800-835-5097 to speak with a representative on your organizations plan.

Is 800 544 6666 a Fidelity number?

You must immediately contact and report to Fidelity by calling 800-544-6666 if you suspect any unauthorized account activity, errors, or discrepancies, if you lose the device you normally use to contact us, or if you have not received your account statements.

What is the Fidelity phone number 800-835-5095?

How do I contact a Fidelity Service Representative? For help with your workplace accounts, you may contact Fidelity at 800-835-5095.

Fidelilty non prototype retirement account withdrawal form 2025

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