Questions? Go to Fidelity.com/movemoney or call 1-800-544-6666.
Withdrawals – IRA One-Time
Use this form to make a one-time, tax-reportable distribution from a Traditional, Rollover, Roth, SEP, SIMPLE, or Inherited IRA.
Do NOT use this form for Fidelity Retirement Plan accounts, annuities, or nonretirement accounts, or for any IRA-to-IRA transfer.
Also do not use this form to purchase an investment in your IRA. Go to Fidelity.com/forms to find the appropriate form. Type on
screen or fill in using CAPITAL letters and black ink. If you need more room for information or signatures, use a copy of the relevant page.
Helpful to Know
• For mutual funds, note that:
• It is your responsibility to ensure that your IRA distribu- - W ithdrawals could trigger redemption or transaction
tions comply with IRS rules. All transactions made using fees (see applicable fund prospectus).
this form are reported to the IRS as an IRA distribution. - If a fund is closed to new investors, you will not be
You may want to consult a tax advisor as such distribu- able to put money back into it if you draw your fund
tion generally results in taxable income to you. balance down to zero.
• Nonresident aliens must provide IRS form W-8BEN and a
• Drawing your total IRA balance down to zero could
U.S. taxpayer ID number to claim any tax treaty benefits.
trigger account closing fees.
• If you are making withdrawals from more than one IRA,
•
you must complete a separate form for each account. All sales initiated by this form are charged at rep-assisted
processing commission levels. If you want online commis-
sions, please place the trade online and then distribute
from cash in Section 3.
1. Account Owner
Name Fidelity IRA Account Number
Phone numbers may
be used if we have
questions, but will not Social Security or Taxpayer ID Number Daytime Phone Extension
be used to update your
account information.
2. Request Reason
Check ONLY one. Normal You are AT LEAST 59½ at time of distribution.
If directing your distri-
bution to an HSA, as Early distribution You are younger than 59½ at time of distribution and have no disability that meets the IRS definition.
a qualified HSA fund- IRS early distribution penalty may apply. Note: A distribution from a Roth IRA will be reported as an early distribution.
ing distribution, check Disability You are younger than 59½ at time of distribution. Must qualify under the IRS definition of “disability” under IRC
either “Normal” or Section 72(m)(7).
“Early distribution,“
as appropriate. Death of original IRA owner For inherited accounts only.
Direct rollover to workplace retirement plan, such as a 401(k):
Plan Name
3. Distribution Amount
If this form directs Fidelity to sell shares of any securities (including mutual funds), be aware that you cannot control the timing of
when your securities are sold nor can you cancel or suspend your order once we have received and accepted this form. If you want
to better control the timing of your liquidating transaction, you should direct the sale of securities online or through a Fidelity repre-
sentative before submitting this form. If you withdraw all assets from your source account, that account will be closed.
Cash Distributions from a Brokerage IRA
For any distribution that involves the sale of mutual fund shares (other than money market funds) or other securities, skip to “All Other
Types of Distributions.”
If the amount you ALL core cash and Fidelity money market funds in your brokerage account. Skip to Section 4.
indicate is greater
than your core ONLY the following amount of cash in your brokerage account:
account balance, Dollar Amount
your request will $ Skip to Section 4.
be denied.
Distribution Amount continues on next page.