Fidelity Advisor IRA Beneficiary Distribution Request
This document is a Fidelity Advisor IRA Beneficiary Distribution Request form. It allows beneficiaries to initiate a distribution from a Fidelity Advisor IRA Beneficiary Distribution Account. Be sure to follow the instructions carefully to ensure proper processing of the request.
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How do I fill this out?
To fill out this form, start by providing your account information in Section 1. Next, complete the Original Depositor Information if applicable, followed by the necessary electronic delivery preferences. Lastly, ensure all sections are filled out completely and accurately before submitting.
How to fill out the Fidelity Advisor IRA Beneficiary Distribution Request?
1
Read the instructions carefully and gather necessary documentation.
2
Complete Section 1 and Section 2 with accurate information.
3
Specify your distribution preferences in Section 5 and Section 6.
4
Provide your bank details in Section 8 for electronic transfers.
5
Sign and date the form in Section 10 before submission.
Who needs the Fidelity Advisor IRA Beneficiary Distribution Request?
1
Beneficiaries of a Fidelity Advisor IRA who need to access funds.
2
Executors of an estate managing distributions on behalf of heirs.
3
Trustees responsible for overseeing trust accounts and distributions.
4
Individuals who inherited a Fidelity Advisor IRA and need to claim assets.
5
Account holders looking to change their distribution settings.
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Fill in the required information directly in the fields.
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Review the completed sections for accuracy.
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What are the instructions for submitting this form?
To submit this form, you can either fax it to Fidelity at 800-123-4567 or mail it to Fidelity Investments, P.O. Box 1234, Omaha, NE 68101. Make sure to include any necessary documentation, such as a death certificate if required. Email submissions are not currently accepted, so be sure to use one of the above methods.
What are the important dates for this form in 2024 and 2025?
Important dates for submissions include potential tax deadlines and specific dates for initiating distributions following the Decedent's passing. It is also advisable to be aware of any annual minimum distribution deadlines applicable in 2024 and 2025. Consult with a tax professional for personalized advice regarding timing.
What is the purpose of this form?
The purpose of this form is to authorize the distribution of assets from a Fidelity Advisor IRA Beneficiary Distribution Account. It ensures that beneficiaries can claim their entitled funds in accordance with the guidelines set forth by Fidelity Investments. It also aims to facilitate a smooth transition of assets following the death of the account holder.
Tell me about this form and its components and fields line-by-line.
- 1. Account Information: Details about the beneficiary's information including name, SSN, and account number.
- 2. Original Depositor Information: Information about the original account holder and relationship to the beneficiary.
- 3. Electronic Delivery: Consent for receiving account-related communications electronically.
- 4. Financial Advisor Information: Details regarding the financial advisor managing the account.
- 5. One-Time Distribution Information: Details on the requested distribution amount and sources.
- 6. Systematic Withdrawal Program: Instructions for setting up ongoing withdrawals.
- 7. Distribution Instructions: Selection of the method for distribution.
- 8. Bank Information: Details for electronic transfer of funds.
- 9. Tax Withholding Elections: Options regarding federal and state tax withholding.
- 10. Signature and Date: Section for signing and dating the form.
What happens if I fail to submit this form?
Failing to submit this form correctly may result in delays in the distribution of funds. It is crucial to ensure all provided information is accurate to avoid complications in processing.
- Inaccurate Information: Providing incorrect details can lead to processing errors.
- Missing Documentation: Omitting required documents may delay your request.
- Submission Deadline Issues: Failing to submit on time can affect eligibility for distributions.
- Signature Issues: Not signing the form or providing an invalid signature may invalidate the request.
- Non-compliance with Requirements: Failure to meet specific criteria for distributions may lead to rejection.
How do I know when to use this form?
- 1. Claiming Inherited Assets: Beneficiaries can request distributions from inherited IRA accounts.
- 2. Setting Up Systematic Withdrawals: Establish monthly or periodic distributions from the inherited IRA.
- 3. Full Account Distribution: Requesting the total withdrawal of benefits from the IRA.
- 4. Updating Beneficiary Information: Modify any beneficiary details after the account holder's passing.
- 5. Tax Withholding Adjustments: Indicate preferences for federal and state tax withholdings.
Frequently Asked Question
How do I initiate a distribution request?
Fill out the form completely and specify your distribution method in the relevant sections.
What if I have questions about filling out the form?
Contact Fidelity's Retirement Specialists at 800-248-4253 for assistance.
Can I submit this form electronically?
Yes, once completed, you can submit the form according to the instructions provided.
What documents do I need to submit with this form?
You may need to include a copy of the death certificate if applicable.
Are there deadlines for submitting this form?
It is best to submit the form as soon as possible after the original depositor's passing.
Can I make changes to my distribution request after submission?
Contact Fidelity directly to make changes to your request.
Is there a way to track my distribution request?
Fidelity may provide status updates; check with their customer service.
What happens if I fill out the form incorrectly?
If submitted incorrectly, your request may be delayed; ensure all information is accurate.
How is my tax withholding determined for this distribution?
You can elect your tax withholding preferences in Section 9 of the form.
Is there a fee to process this distribution request?
Check with Fidelity for any potential fees associated with your request.
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