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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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What is a non prototype account?

There are several ways to transfer money to Fidelity from an outside account, including electronically (EFT), via bank wire or check, and through servicers like Venmo or PayPal. You can see all of your options on our deposits page.

How do I put money into my Fidelity account?

You can invest in Fidelity and non-Fidelity mutual funds through your Fidelity brokerage FundsNetwork offers you access to a wider universe of over 4,500 Fidelity and non-Fidelity mutual funds from many of Americas best-known fund companies.

Can I buy non-Fidelity funds through Fidelity?

Depositing money into an account Set up payroll direct to an eligible Fidelity account. Send money to or from a bank account with an electronic funds transfer (EFT). Wire money from a bank or third party account.* Deposit a check via mobile upload or mail a paper check.

What is a non-prototype retirement account?

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.

How to fund a Fidelity non-prototype account?

You may pay by check or by transferring assets (from your bank or another account). Simply check the appropriate box(es) to fund your account. Your account has a wide range of features to help you manage your plan. More information on each of these services is included in this section.

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