13.32%. Brokerage and investment advisory services and fees differ, and it is important for you to understand these differences. Get Coupon Code. TTY 1 800 855-0511. 483 Bay Street. A. City State/Province Zip/Postal Code Country 2. Fidelity Investments Canada. Fax 1 800 387-8092. From the cumulative share balance and published net asset value per share (NAV), determine the cumulative market value for each business day of the plan year. QuEsTiONs: Call your Financial Advisor or Fidelity at 877-895-5951, Monday through Friday, 8 a.m. to 5 p.m. Eastern time, any day the New York Stock Exchange is open. Distribution Payment Frequency. 19 - Audit Summary Rules Displays the Summary Rules (Summ Rules) for a plan. 1 You are a qualified individual if: You, your spouse, or your dependent (as defined in Internal Revenue Code section 152) is diagnosed with the virus SARS-CoV-2 or with coronavirus disease 2019 (both referred to as COVID -19) by a test approved by the Centers for Disease Control and Prevention (including a test authorized under the Federal Food, Drug, and Cosmetic Act); or See the instructions for Form 5329. Cash distributions are available for all funds. 0.28%. Deposit into a Fidelity nonretirement account To open a new account, please go to www.delity.com or attach an account application. The following codes identify the distribution you received. You must file Form 5329 to show that the distribution is qualified. 1--Early distribution, no known exception (in most cases, under age 59 ). FTSE 3-Mo Treasury Bill. If the 5-year aging period requirement is satisfied and you are taking a distribution that meets the requirements of the exception for qualified first-time home purchase ($10,000 lifetime limit), the distribution will be coded as an early distribution from a Roth IRA (Code J). For non-registered accounts, you may choose to have distributions reinvested, directly deposited to your bank account or paid by cheque. See the instructions for Form 1040; in January of 2021. 401(a) 401(k) 403(b) 457(b) Plan Number Plan Number Plan Number Plan Number Name of Employer Sponsoring Plan(s) 3. Distribution RMD Annual One-Time Payment Use this form to request a Required Minimum Distribution (RMD) for the current, deferred, or a missed year from your 401(a), 401(k), 403(b), or 457(b) governmental employer plan. Do NOT use this form to request an RMD for the current year if your plan has arranged with Fidelity to automatically pay RMDs. Code 2: Early distribution, exception applies. This distribution is not subject to the 10% early distribution tax. This code is used only if the participant has not reached age 59 1/2 and the distribution is one of the following events: Claim that Fidelity is the #1 choice for IRAs is based on Cerulli Associates, The Cerulli EdgeTM Retirement Edition, Third Quarter 2008. Based on an industry survey of firms reporting total IRA assets administered for Q1 2008. 1 Fidelity offers a typeof certificate of deposit (CD) called a brokerage CD. Any non-Fidelity assets will be rolled over to Fidelity Cash (You should receive your check in 45 business days from the date of distribution.) The FTSE 3-Month Treasury Bill Index is an unmanaged index designed to represent the average of T-bill rates for each of the prior three months, adjusted to a bond-equivalent basis. (1) Early distribution, no known exception (in most cases, under age 59-1/2). Page 2 of 3 2. A substitute Form 1099-R (Form 4852) is one that you would prepare as a substitute for the erroneous code-2 Form 1099-R provided by Fidelity. Unclaimed property. ETFs are subject to market fluctuation and the risks of their underlying investments. Codes B and G together indicate that this was indeed a distribution from a Roth 401(k) that was only permitted to be deposited into another Roth 401(k). Cash distribution option. F Fair Market Value, Fair Value, Fidelity Bond, FMTC, Fiduciary, Fiduciary Breach, Final Form 5500, Fit Assessment, Form 11-K Filing, Form 5330, Form 5500, Form 5558, Form 8955-SSA, Former Key Employee G General Test, Gross Compensation, Guaranteed Insurance Contract H Highly Compensated Employee 4. As a result, you may incur a 10% Federal Then you'll get your $100 within 25 days after opening account. Reason for Distribution Check one. Distribution Long-Term Capital Gains Short-Term Capital Gains Dividend Income Return of Capital Distribution Total; 08/23/2022: 3.3100----0.015800: 0.011700: 0.027500: 07/21/2022: you should consider its investment objective, risks, charges and expenses. ETFs are subject to management fees and other expenses. Read it carefully. If you transferred your account to Fidelity in 2008, your enclosed Form 1099-R only includes distribution activity from the time you began conducting business in this account with Fidelity. Your former firm should provide a Form 1099-R for any distribution activity that occurred before your account was transferred. (3 year Avg) AS OF 07/31/2022. Contact Fidelity for the most recent shareholder report for this information. These codes correlate to the available loan and withdrawal types in the plan, and can be viewed on the supplemental withdrawal report 20 - Audit Transfer Report Displays participant level transfer transaction detail for the selected time period. 2.89%. I had a conversation with Fidelity; they will segregate a 401K once it is approved as a QDRO (they have an online form to file it). NOTE: Please use this form if you wish to request a distribution from your Fidelity Advisor 403(b) Account. Limited time offer. Distributions by Fidelity Mutual Funds. Dividend distributions are the net income from dividends and interest earned by fund securities. Capital gains distributions are the net gains realized from the sale of fund securities. (See Form 5329 ) For a rollover to a traditional IRA of the entire taxable part of the distribution, do not file Form 5329. For more information on these distributions, see the instructions for your tax return. Box 7. Your Employer/Plan Sponsor or TPA must authorize this Distribution request. Policy. The distribution is after age 59 1/2. Fidelity mutual fund(s) in which I am currently invested. 3.TEMDISTCW.110 026360201 Distribution Cash Use this form to request a one-time cash distribution from your 401(a), 401(k), 403(b), or 457(b) governmental employer plan. 3. Current 1099-R Box 7 Distribution Codes: 1. Before investing, consider the investment objectives, risks, charges and expenses of the fund or annuity and its investment options. Potential Capital Gains %. Monthly. 32 Used Today. B (Designated Roth) DWC Notes: This includes For each day the market was open, roll forward the shares to determine the outstanding share balance for each business day of the testing period. Your CARES Act Distribution will be reported on IRS Form 1099-R (Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.) Plan Type(s) and Number(s) List ONLY plans sponsored by the employer named below. The Fund has adopted a level rate distribution policy. Toll-free 1 800 263-4077. B. Fidelity generally reports IRA distributions taken prior to the account owner reaching age 59 as early distribution, no known exception. You will see this on your 1099-R in Box 7 as code 1. The alternate payee will then have their own, separate account. The S&P 500 Index is a market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance. Find the explanation for box 7 codes here. Fidelity Brokerage Services LLC (FBS) is a registered broker-dealer with the U.S. Securities and Exchange Commission. See Notes 1 and 3 in Section A. Distributions by Fidelity Mutual Funds 123. 1.04%. Early Distribution, no known exception (Code 1) You are under the age of 59 and are not disabled. Also, certain distributions may be subject to an additional 10% tax. 123. For RSP accounts, all distributions are reinvested. 60.00%. Recontribution of CARES Act Distribution(s) (Rollover Contribution Form) Participants Social Security Number: Plan Name: Plan Number: (To confirm if the Plan permits recontributions and/or to identify the plan number, please refer to NetBenefits or contact a Fidelity Phone Representative at 800-835-5097.) L (Deemed Distribution from Loan) P (Taxable in prior year of the 1099-R yearthe year the refunded contribution was made) Code 7: Normal distribution. Use promo code FIDELITY100 when opening The Fidelity Account, Cash Management Account, Roth IRA, or traditional IRA. 2. Fidelity Brokerage Services CUSTOMER RELATIONSHIP SUMMARY Effective as of March 28, 2022. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). 0.62%. Deposit $50 or more within 15 days after opening your account. Plan(s) Involved The distribution you request in Section 4 will apply to EACH PLAN listed here. Fidelity Money Market Fund Premium Class. You provide an interesting take on the multiple distribution point, though. Page 1 of 4 Questions? Coupon Verified! Social media. Keep in mind that investing involves risk. 123456. close. Call 1-800-343-0860, business days from 8 AM to midnight Eastern Time. See IRS Form 5329 and Notes 2 and 3 in Section A. In general, Fidelity allows for multiple, non-periodic distributions. Returns prior to May 4, 2011 are those of the Premium 0.49%. Call or write to Fidelity or visit Fidelity.com for a free prospectus and, if available, summary prospectus containing this information. Normal Distribution (Code 7) You are 59 years of age or older. FTSE 3-Mo Treasury Bill.

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