Fidelity Advisor IRA Application for Automatic Rollover
This form is used to establish a new Fidelity Advisor Rollover IRA or Roth IRA with rollover assets from a former employer's qualified retirement plan. It allows you to choose investments, make contributions, designate beneficiaries, appoint a Financial Representative, and set up electronic delivery preferences. By completing this form, you instruct Fidelity Investments to establish and manage your new Rollover/Roth IRA.
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How do I fill this out?
To fill out this form, you'll need to provide your personal information, financial representative details, investment options, and beneficiary designations. Ensure you have a valid government-issued photo ID and your account details from your former employer's retirement plan. Follow the instructions carefully for each section and sign where indicated.
How to fill out the Fidelity Advisor IRA Application for Automatic Rollover?
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1. Provide personal information and attach a valid government-issued photo ID.
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2. Consent to electronic delivery of communications and provide your email and mobile number.
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3. Appoint a Financial Representative and obtain their authorized firm signature.
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4. Select your investment options and indicate fund numbers and amounts or percentages.
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5. Designate primary and contingent beneficiaries and their respective shares.
Who needs the Fidelity Advisor IRA Application for Automatic Rollover?
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1. Individuals rolling over assets from a former employer's qualified retirement plan.
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2. Those establishing a new Fidelity Advisor Rollover IRA or Roth IRA.
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3. Individuals designating beneficiaries for their rollover IRA.
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4. Those appointing a Financial Representative for their Fidelity Advisor IRA.
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5. Individuals opting for electronic delivery of account-related communications.
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5. Download the edited PDF for your records and submission.
What are the instructions for submitting this form?
Complete the form with accurate personal information, investment choices, and beneficiary designations. Attach a valid government-issued photo ID. Fax the form to 805-983-2373 or mail it to Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0036. You can also submit the form online by logging into your Fidelity account and uploading the completed document. For assistance, contact Fidelity at 877-208-0098. Ensure all required sections are filled out, and the form is signed before submission.
What are the important dates for this form in 2024 and 2025?
No specific important dates for 2024 and 2025 are provided in the document.
What is the purpose of this form?
The purpose of this form is to establish a new Fidelity Advisor Rollover IRA or Roth IRA with rollover assets from a former employer's qualified retirement plan. By completing and signing this form, you instruct Fidelity Investments to establish a new IRA account in your name and manage your rollover assets. The form also allows you to choose investment options, make additional contributions, designate beneficiaries, appoint a Financial Representative, and opt for electronic delivery of account-related communications.
Tell me about this form and its components and fields line-by-line.
- 1. Account Information: Collects personal details, such as name, contact information, SSN, date of birth, and address.
- 2. Electronic Delivery: Allows you to consent to receiving account-related communications electronically.
- 3. Financial Representative Information: Section for appointing a Financial Representative to manage your IRA.
- 4. Investment Options: Lets you choose your investment funds and allocation percentages.
- 5. Beneficiary Designation: Section to designate primary and contingent beneficiaries for your IRA.
What happens if I fail to submit this form?
Failure to submit this form will result in the non-establishment of the new Fidelity Advisor Rollover IRA or Roth IRA.
- No IRA Established: Your rollover assets will not be transferred to a new IRA.
- Investment Delays: Delay in choosing and investing rollover assets in your preferred funds.
- Beneficiary Designation Issues: Absence of specific beneficiary designations for your IRA may affect the distribution of assets upon your death.
How do I know when to use this form?
- 1. Transferring Rollover Assets: When you have rollover assets from a former employer's qualified retirement plan that need to be transferred to a new IRA.
- 2. Establishing a New IRA: When you need to establish a new Fidelity Advisor Rollover IRA or Roth IRA.
- 3. Designating Beneficiaries: When you need to designate new beneficiaries for your Fidelity Advisor IRA.
- 4. Appointing a Financial Representative: When you need to appoint a Financial Representative to manage your IRA.
- 5. Updating Delivery Preferences: When you need to consent to electronic delivery of account-related communications.
Frequently Asked Questions
How do I fill out the Fidelity Advisor IRA Application?
Complete the form by providing your personal information, appointing a Financial Representative, selecting investment options, and designating beneficiaries.
Can I edit the PDF on PrintFriendly?
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Use PrintFriendly's signing tool to create and place your signature in the designated areas of the form.
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Use PrintFriendly's sharing options to send the document via email or generate a shareable link.
Can I save the edited PDF?
Yes, after editing, you can download and save the PDF for your records.
What information do I need to fill out the form?
You'll need personal information, financial representative details, investment choices, and beneficiary designations.
Do I need to attach any documents?
Yes, you need to attach a copy of a valid government-issued photo ID.
What happens if I don't designate a beneficiary?
If no beneficiaries are designated, your surviving spouse or estate will receive the assets.
How can I ensure my information is correct?
Review and double-check all entered information before submitting the form.
Is there an option to opt-out of electronic delivery?
No, by signing the form, you consent to receive account-related communications electronically.
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