Dec 20, 2024 · If you need help rolling over your old 401(k) to a Fidelity IRA, call 800-343-3548. Generally the entire process can be completed online but help is available. Have ready the …

To move the old 401(k) or workplace money into your Fidelity IRA, you'll start with the provider of your old workplace plan. Not sure who that provider is? Check your account statements or call …

Movement of money between different plan types will be requested as a rollover. Previous Employer. For 403(b) and 401(a)/(k) plans, this is a rollover transaction. For governmental …

Contact Fidelity by phone, try using our virtual assistant for quick answers, or share your screen with a representative.

Depending on the plan, the distribution is either sent electronically to Fidelity or sent by check payable to Fidelity. The check can be mailed directly to the participant at their address of …

When leaving a job or retiring, take charge of your old 401(k) or workplace savings with a rollover IRA, letting you use your money today—while still building for tomorrow. Open a Fidelity …

Jan 7, 2025 · If not, could I do the following 2-step process: (1) electronically rollover the old 401k from Fidelity NetBenefits into a Fidelity Rollover IRA, and (2) have Fidelity directly snail mail a …

Use this form to request a rollover distribution from your 401(a), 401(k), 403(b) or 457(b) governmental employer plan. Fill in by hand using CAPITAL letters and black ink, or on screen …

View rollover options for an old 401(k) Opens in a new window Don’t abandon your old 401(k)! You may be able to roll it over, keep it, or cash it out.

We do offer multiple addresses for mailing direct Rollover checks to. Generally express or overnight mail can result in faster processing times, but may have additional mailing costs …

If your new employer offers a 401(k), a rollover can usually be done over the phone. First, you would set up an account with your new employer. Then, you would need to call your previous …

This page shows the current address at Fidelity to give to your servicer. At the time of writing, it’s this: Fidelity Investments, attn: Direct Rollovers PO Box 770001 Cincinnati, OH 45277-0037. …

If you are rolling over funds to an existing 401k, the check is made payable to “Fidelity Investments Institutional Operations Company,” or simply FIIOC, with the same FBO and then …

Sep 29, 2023 · A Fidelity 401k rollover involves transferring your 401k plan to a Fidelity IRA account. This allows you to consolidate your retirement savings into a single account and take …

A rollover IRA lets you consolidate and manage your old workplace savings accounts, like a 401(k) or 403(b), in one place throughout your career. We'll help you roll over in 2 easy steps. …

To roll over your 401(k) from one company to another, you should contact your new employer's plan administrator and request a direct rollover or trustee-to-trustee transfer. This will allow …

Feb 14, 2025 · A rollover from a 401(k) to a traditional IRA allows the funds to maintain a tax-deferred status, which means the investor is not subject to taxes at that time. Rolling from a …

401(k) contribution limits are up in 2025. On this episode of Fidelity's Money Unscripted, host Ally Donnelly looks at how you can save more for retirement. ... Enter a valid email address. e.g. …

Once you've set up the plan, contact Fidelity and request a direct rollover to your new retirement plan. You will be required to verify your identity and provide information about your new …