Hi All,
I'm currently trying to rollover my former employer's 403b plan to an IRA. Both are with Fidelity.
I got stuck at a screen asking if " A distribution form is required?" or a "Letter of acceptance".
Do I need the distribution form if it is a direct rollover?
Also, it recommends I talk with my plan administrator; would that be someone who works at my former employer or at Fidelity?
Thanks!
Submitted March 01, 2020 at 09:23PM by songoten https://ift.tt/2x4wnbf