Fidelity Advisor 403(b) Distribution Request Form
This Fidelity Advisor 403(b) Distribution Request Form allows users to request a distribution from their retirement account easily. Users can print and fill out their details before submitting. It's designed for individuals who need to process their retirement distributions efficiently.
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How do I fill this out?
Filling out this form is a straightforward process. Begin by entering your personal information clearly in the designated fields. Make sure to follow the instructions carefully to ensure your request is processed without delays.
How to fill out the Fidelity Advisor 403(b) Distribution Request Form?
1
Read the instructions provided for each section.
2
Fill in your personal information accurately.
3
Select the reason for your distribution.
4
Choose your method of distribution payment.
5
Review your information and submit the completed form.
Who needs the Fidelity Advisor 403(b) Distribution Request Form?
1
Individuals nearing retirement who wish to access their funds.
2
Employees experiencing separation from service requiring distribution.
3
Individuals facing disability and needing fund access.
4
Trustees or fiduciaries managing trust accounts needing distributions.
5
Anyone seeking to rollover their retirement funds to a new account.
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What are the instructions for submitting this form?
To submit this form, you can mail it directly to Fidelity Investments at the following address: P.O. Box 770002, Cincinnati, OH 45277-0090. Alternatively, for faster processing, you can use overnight delivery to: 100 Crosby Parkway, KC1E, Covington, KY 41015. If you have any questions, feel free to contact Fidelity at 877-895-5951 for assistance.
What are the important dates for this form in 2024 and 2025?
For individuals using this form in 2024 and 2025, it's crucial to check your employer's specific deadlines for distribution requests and any tax implications associated with your withdrawals. Make sure to submit your requests well in advance of these dates to avoid any delays.
What is the purpose of this form?
The Fidelity Advisor 403(b) Distribution Request Form is designed to facilitate the process for individuals wanting to access their 403(b) retirement funds. By filling out this form, account owners can formally request distributions due to retirement, job separation, disability, or other qualifying events. It ensures that all necessary information is collected for a smooth transaction.
Tell me about this form and its components and fields line-by-line.
- 1. Account Owner Name: The full name of the individual or entity requesting the distribution.
- 2. Date of Birth: Birth date of the account owner.
- 3. Street Address: The residential address of the account owner.
- 4. Employer Information: Details about the employer sponsoring the 403(b) plan.
- 5. Financial Advisor Information: Contact details of the financial advisor assisting the account owner.
- 6. Reason for Distribution: The selected reason for requesting the distribution.
- 7. Method of Distribution Payment: Choices regarding how the funds will be distributed.
What happens if I fail to submit this form?
If the form is not submitted correctly, there may be delays in processing your distribution request. It is essential to ensure that all required fields are completed accurately to avoid any issues.
- Incomplete Form: Missing information may result in the form being returned or delayed.
- Incorrect Personal Data: Errors in your name or address can lead to processing delays.
- Wrong Distribution Method: Choosing an unavailable or incorrect distribution option could complicate matters.
- Missing Signatures: The form must be signed for it to be considered valid.
- Employer Authorization Issues: Ensure your request is authorized by your employer to avoid denials.
How do I know when to use this form?
- 1. Retirement: Use this form to withdraw funds upon reaching retirement age.
- 2. Job Separation: Employees can submit this form upon separation from employment.
- 3. Disability: Account holders needing funds due to disability can use this form.
- 4. Rollover Requests: For individuals wishing to rollover their funds to another account.
- 5. Trustee or Fiduciary Requests: Trustees managing trusts may utilize this form for distributions.
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