Questions? Go to Fidelity.com/TransferMoneyShares or call 800-343-3548.
1.760007.110 Page 1 of 3 009220401
Transfer Between Existing Fidelity Accounts
Use this form to transfer assets between Fidelity accounts. Do NOT use this form to change the registration of an existing account.
Instead, go to Fidelity.com/forms for the appropriate form. Type on screen or fill in using CAPITAL letters and black ink. If you need more
room for information or signatures, make a copy of the relevant page.
Helpful to Know
• This form isn’t right for all transfers! Call Fidelity if you are:
– transferring from another firm or workplace plan
– transferring from a retirement account to a nonretirement
account (reportable distribution)
– converting to a Roth IRA
–
initiating a direct rollover between a retirement plan and an IRA
– transferring between retirement accounts and there is ANY
difference in how the names appear on the accounts
• Any transfer from a nonretirement account to an IRA will
be considered a contribution and is subject to annual IRA
contribution limits, unless specifically designated as a 60-Day
Rollover in Section 4.
• For brokerage accounts, please note that:
– Any cash transfers OUT of a brokerage account will be
taken from the core position. If the amount you indicate is
greater than your core position balance, we will be unable
to process your request. You can direct the sale of securities
online or through a Fidelity representative, allowing at least
two (2) business days for trade settlement before submitting
this form.
– Any cash transfers INTO a brokerage account will be
deposited into the core position, unless you choose the
“Transfer the following securities in kind” option in Section 3.
• For Mutual Fund Only accounts (account begins with a 2,
followed by two letters), please note that:
– If this form directs Fidelity to sell mutual fund shares in
the transferring Mutual Fund Only account and/or to
purchase mutual fund shares in the receiving Mutual Fund
Only account (i.e., you are not choosing the “Transfer the
following securities in kind” option in Section 3), be aware
that the timing of the transaction depends on when we
receive this form in good order, which is outside of your
control. To better control the timing of the transaction,
you should instead place your trades online or through a
Fidelity representative.
– Sales or purchases of a mutual fund could trigger
redemption or transaction fees (see the applicable
fund prospectus).
– If a fund is closed to new investors, you will not be able to
purchase new shares of the fund in the future if you draw
your fund balance down to zero.
– Any fees charged or expenses incurred in connection with
your instructions will be assessed at the “rep-assisted”
rates. Fees and expenses may be lower if you instead place
your trades online. Please refer to the applicable fund
prospectus for more information.
• Once we receive this form in good order, you cannot cancel
your request.
1. Transfer OUT OF This Fidelity Account
Account Number Fidelity Fund Name or Symbol Mutual fund accounts ONLY (Account begins with a 2, followed by two letters.)
Owner Name(s), Company, or Trust Name
Daytime Phone Extension
2. Transfer INTO This Fidelity Account
Account Number Fidelity Fund Name or Symbol To Purchase Mutual fund accounts ONLY (Account begins with a 2, followed by
two letters.)
Owner Name(s), Company, or Trust Name
Provide the name(s) on
transferring account.
This phone number
may be used if we
have questions, but
will not be used to
update your account
information.
Provide the name(s) on
receiving account.
Form continues on next page.
