WebFidelity Automated Service Telephone ( FAST ®) Need additional information on FAST? 800-544-5555: TDD-services for the hearing impaired: 800-544-0118: Employer–Sponsored Benefit Plans: 800-835-5097: 401(k), 403(b), 457, health plans, pension, and HR/payroll. Refer to the phone number. provided by your employer. 529 College Savings Plan: 800 ... WebIRS rules limit you to one rollover per client per twelve month period. For more information on rolling over your IRA, 401 (k), 403 (b) or SEP IRA, visit our rollover page or call a Merrill rollover specialist at 888.637.3343. 3 …
401(k) Rollover Options Prudential Financial
WebIf you do not have a retirement account with Fidelity for the employer listed here, you must complete the enroll-ment process. For help with enrollment, please contact Fidelity at 1 … WebIn early January, I receive a physical check in the mail for my 401(k) total (a 5 figure sum) with instruction to send it on to Prudential so they can deposit it. ... I finally receive the check to my personal address. I deposit it into my Fidelity IRA. A day later, my retirement is reflected in my account for the first time in 5 months ... htppssharesource
Transfer/Rollover/Exchange Form Instructions - Fidelity …
WebWith 401ks you have to “push” them out, the receiving firm cannot “pull” them. You do need to go to vanguard to obtain the rollover instructions. Should be online or you can call. But then call fidelity back, confirm you’re in the 401k department, and then tell them you want to rollover the 401k to an IRA at Vanguard. WebIf you have questions about your Fidelity 401 (k) or other workplace benefits, call the phone number provided by the employer related to your plan or call the Fidelity 401 (k) phone … WebChecks can be sent to your record address or to your bank account. Your check will arrive five to seven business days after your request is received by Fidelity. ... as well as rollover distributions to another 529 plan provider) Health Savings Account ... Money Purchase and Self-Employed 401(k) plan options) This form is NOT for Fidelity 401(k ... hoegh trove