Other Documents
  • Fidelity - Change of Beneficiary Forms
    To change or add beneficary information to your account.
  • Fidelity - Check Request for Non-IRA Account-EFT/Wire Request
    This form will allow you to withdraw from either your joint or individual account. Please provide at least 3 business days for this transaction. If there is sufficient funding in your money market fund and it is before 1:30 p.m. the money can be transferred into your checking account at your bank within 24 hours providing everything is in good working order.
  • Fidelity - IRA Application for Traditional, Rollover, Roth, SEPP
    To open an IRA account. Please see page 48 to start the application process. Important to have Beneficiary information completed on Page 48 and signature on Page 50.
  • Fidelity - IRA Distribution Form
    An IRA distribution form will withdraw money from your IRA account. Please also inform us of the Federal and State withholding. If a cash manangement is not on file please provide us with your bank information as well. IRS rules state Federal withholding is at least 10% unless you elect not to have any withholding. If you elect Federal than you must withhold 5.6% from State.
  • Fidelity - IRA One Time Distribution Form
    For a one time only distribution from your IRA account. Please let us know the amount you would like to withdraw for your Federal and State taxes.
  • Fidelity - Transfer of Assets
    Complete this form to authorize the transfer of assets currently at another firm to your brokerage account.
 
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