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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

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