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How do I fill this out?
To complete this form, follow the instructions carefully and provide all required information accurately. Ensure you have the necessary details for both the transferring and receiving accounts. Sign and date the form where indicated.
How to fill out the Transfer Between Existing Fidelity Accounts Form?
1
Enter the account number and details for the account you are transferring assets out of.
2
Provide the account number and details for the account you are transferring assets into.
3
Specify the transfer amount and type, indicating whether it is a full transfer, a cash amount, or securities in kind.
4
Indicate the reason for the transfer and provide any additional required information.
5
Sign and date the form, and, if necessary, obtain a Medallion signature guarantee.
Who needs the Transfer Between Existing Fidelity Accounts Form?
1
Individuals transferring assets between their Fidelity accounts.
2
Account holders consolidating IRAs.
3
Investors selling mutual fund shares in a transferring account.
4
Account holders purchasing mutual fund shares in a receiving account.
5
People transferring cash or securities between Fidelity accounts.
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Use the fillable fields to enter the required information.
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4
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5
Save and download the completed PDF.
What are the instructions for submitting this form?
Complete the entire form with accurate information and signatures. Submit the form via regular mail to Fidelity Investments, Attention: Distribution Services, PO Box 770001, Cincinnati, OH 45277-0035, or via overnight mail to Fidelity Investments, Attention: Distribution Services, 100 Crosby Parkway, Mailzone: KC1D, Covington, KY 41015-4325. Ensure the form is received in good order to avoid processing delays.
What are the important dates for this form in 2024 and 2025?
There are no specific important dates listed for this form in 2024 and 2025.
What is the purpose of this form?
The purpose of this form is to facilitate the transfer of assets between existing Fidelity accounts. This can include transferring cash, securities, or mutual funds between brokerage, retirement, and non-retirement accounts within Fidelity. By completing this form, users can ensure their assets are moved smoothly and efficiently from one account to another, maintaining proper management of their investments.
Tell me about this form and its components and fields line-by-line.
- 1. Account Number: Enter the number of the account from which assets are being transferred.
- 2. Fidelity Fund Name or Symbol: Specify the mutual fund name or symbol for mutual fund accounts.
- 3. Owner Name(s): Provide the full names of the account owners.
- 4. Primary Phone: Enter a primary contact phone number for inquiries.
- 5. Transfer Amount: Indicate whether it's a full transfer, specific cash amount, or securities in kind.
- 6. Reason for Transfer: Select and provide additional required information for the reason for the transfer.
- 7. Signature(s) and Date(s): Account owner(s) must sign and date the form to authorize the transfer.
- 8. Medallion Signature Guarantee: Provide a guarantee if the owner names on the accounts do not match.
What happens if I fail to submit this form?
Failure to submit this form may result in delays or inability to transfer assets between accounts.
- Processing Delays: Without the form, your transfer request cannot be processed timely.
- Incomplete Transfers: Assets may remain in the original account if the form is not submitted.
How do I know when to use this form?
- 1. Account Transfer: When transferring assets from one Fidelity account to another.
- 2. IRA Consolidation: Transferring assets between IRAs with identical registrations.
- 3. Mutual Fund Transactions: Selling and purchasing mutual fund shares between accounts.
- 4. Cash Transfers: Transferring specific amounts of cash between accounts.
Frequently Asked Questions
How do I fill out the Fidelity Transfer Form?
Enter the required information in the fillable fields, specify transfer details, reason, and sign the form.
Can I edit the PDF on PrintFriendly?
Yes, you can use the PrintFriendly PDF editor to make changes to the form.
How do I sign the PDF on PrintFriendly?
Use the signature tool in the editor to add your electronic signature to the document.
Is it possible to share the completed form on PrintFriendly?
Yes, you can share the form via email or generate a shareable link using the share option.
What happens if I don't get a Medallion signature guarantee?
Without the Medallion signature guarantee, your transfer request may be delayed or not processed.
Can I save the edited form on PrintFriendly?
You can edit the form and download it to save the changes.
How do I ensure my form is processed quickly?
Ensure all fields are accurately completed, and the form is signed and dated.
What do I do if the account names do not match?
Obtain a Medallion signature guarantee if the owner names on the two accounts do not match.
Can I transfer mutual funds in kind?
Yes, but only Fidelity mutual funds are eligible to be transferred in kind.
How do I transfer a specific amount of cash?
Indicate the specific dollar amount in the transfer section and ensure it's within your core position balance.
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