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Fidelity non prototype retirement account application 2026
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- Click ‘Get Form’ to open the Fidelity Non-Prototype Retirement Account application in the editor.
- Begin by filling out Section 1, which includes essential information such as the Name of Trustee, Name of Employer Plan, and Name of Plan Participant. Ensure all details are accurate for proper processing.
- If you are withdrawing from a brokerage account, complete Sections 2A and 3. Specify the dollar amount you wish to withdraw and provide your Brokerage Account Number. If using a mutual fund account, fill out Section 2B instead.
- In Section 3, choose your payment instructions. Options include receiving a check or opting for a direct rollover. Make sure to select one to avoid delays in processing.
- Finally, complete Section 4 by signing and dating the form. Remember that a signature guarantee is required under certain conditions; ensure you meet these requirements before submission.
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