Moving your assets into an IRA requires contact with your past employer(s) and may involve some paperwork.

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

• If you haven’t done so already, call a Rollover Specialist or open a Fidelity Rollover IRA online.

Top

Step 2

Move your assets to Fidelity

Find out what your former employer requires to do a rollover.

• We can help you through the entire process. Call 1-800-Fidelity and a Rollover Specialist will contact your former employer or plan administrator while you are on the line.
• If you prefer, you can request your rollover on your own. You will need to provide your former plan with instructions on how to transfer the funds to your Fidelity IRA. Be sure to instruct your plan administrator to include your Fidelity IRA account number on the check or wire. If you don't have this information, please contact a Fidelity Rollover Specialist for assistance.
• If you need Fidelity to send a Letter of Acceptance to your former plan, call 1-800-Fidelity to request one.
• If you need Fidelity to complete or sign a distribution form, please mail the form and a recent plan statement to the following address:

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

Fidelity Management Trust Company
FBO: [your name]/[account number]

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

You can also bring your check to a Fidelity Investor Center

You will be notified by email when your funds have arrived.

Top

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.

Top

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 guidance from a Rollover Specialist.