Fidelity Investments: How to Do a Rollover

Moving your assets into a single Rollover IRA requires some paperwork and contact with your past employer(s).

Give us a call at 1-800-FIDELITY—we'll help you through the steps on this checklist. Our Rollover Specialists can help you open your Rollover IRA account over the phone.

Open a Fidelity Rollover IRA account
Move your assets to Fidelity
Choose your investment strategy—in person or online

Step 1

Open a Fidelity Rollover IRA account

Call a Rollover Specialist or open a Fidelity Rollover IRA online.

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Step 2

Move your assets to Fidelity

Find out what your former employer requires to do a rollover. This likely includes account numbers and balances. If you don't have this information, a Rollover Specialist can contact your former employer or plan administrator while you are on the line.
Fill out the distribution form that your former plan will send you. Be sure to ask the plan to transfer your assets to your new Fidelity account number.
If your former employer or plan administrator requires Fidelity to complete a section or sign the distribution form, please mail the distribution form and a recent plan statement to Fidelity (see address below) and we will complete the required section and mail the paperwork to the plan. Remember to include the mailing address for the plan administrator.

Fidelity Investments
Attention: Direct Rollover
P.O. Box 770001
Cincinnati, OH 45277-0037

Call a Fidelity Rollover Specialist to see if your rollover is complete. You can also check the status of your rollover online (log in required).

If you have a rollover check sent directly to you from your former plan, write your Fidelity Rollover IRA account number on it and make the check payable to:

Fidelity Management Trust Company
FBO: <your name>

You can mail the check to either of the addresses below:

Regular mail:
Fidelity Management Trust Company
P.O. Box 770001
Cincinnati, OH 45277-0037

Overnight mail:
Fidelity Management Trust Company
Attention: Direct Rollovers
100 Crosby Parkway KC1H
Covington KY 41015-0037

You can also bring your check to a Fidelity Investor Center.

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Step 3

Choose your investment strategy—in person or online

Call to schedule an appointment at your nearest Investor Center, where you will receive a one-on-one, complementary Portfolio Review or Retirement Income Planning Consultation.
Use the retirement planning tools on Fidelity.com and find market commentary and other resources to help you develop a comprehensive investment strategy based on your goals.

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Whether you roll over your assets yourself or with Fidelity's help, remember that you can always call us at
1-800-FIDELITY for free assistance and advice from a Rollover Specialist.

Retirement Income Planner is an educational tool developed and offered for use by Strategic Advisers, Inc., a registered investment adviser and Fidelity Investments company.