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Fidelity Transfer/Rollover/Exchange Form, page 1
Moderate · 53/100Form Complexity Index

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What this form asks for

The AI fills all of it, from your answers or your documents.

This form, officially known as the Fidelity Transfer/Rollover/Exchange Form, facilitates the movement of assets from various retirement accounts—such as a 403(b), 401(k), or IRA—into a Fidelity employer-sponsored retirement plan. It is crucial for consolidating retirement savings, potentially simplifying management and oversight of your investments. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
Fillable fields89
Pages6
Sections26
Form Complexity IndexModerate, 53/100

The AI checks your answers before you download

12 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

Validates Social Security or Tax ID Number Format

This check ensures the Social Security Number or Tax ID Number field contains exactly 9 digits and no other characters. This number is the primary identifier for the individual for tax reporting and account matching. If the format is incorrect, the system cannot process the request, and it will be rejected pending correction.

Confirms User Signature and Date are Present

This validation verifies that the signature and date fields in Section 7 have been filled out. The user's signature provides legal authorization for Fidelity to act on their behalf, and the date establishes when the authorization was given. The form explicitly states that the request cannot be processed without a signature and date.

Validates Investment Allocation Percentages Sum to 100%

If the user selects 'No' for using current investment selections in Section 5, this check ensures the sum of all specified fund percentages equals exactly 100%. This is critical for allocating the entire transferred amount without ambiguity. If the total is not 100% or the instructions are incomplete, the form states the funds will be defaulted to the elections on file, overriding the user's specific but incomplete instructions.

Requires Previous Employer Name when 'A Previous Employer' is Selected

This check is triggered if the user selects 'A Previous Employer' in Section 3. It verifies that the 'Previous Employer Name' field has been filled out. This information is necessary for the rollover process to correctly identify the source plan. Failure to provide the name will result in an incomplete request and processing delays until the information is supplied.

Ensures Specific Amount is Provided for Partial Liquidation

When 'Partial Liquidation' is selected in Section 3, this validation verifies that either a percentage OR a dollar amount is entered, but not both. This prevents ambiguity in the liquidation instruction. If the 'Partial Liquidation' box is checked but no amount or percentage is specified, the request is considered incomplete and may be rejected or delayed.

Verifies at Least One Account Type is Selected

This validation confirms that for each account being moved (Section 3A and 3B), at least one 'Type' checkbox (e.g., 403(b), 401(a)/(k), IRA) has been selected. This information is fundamental for determining the nature of the transfer and ensuring compliance with IRS rules. Without an account type, Fidelity cannot correctly process the transaction.

And 6 more checks
  • Validates Roth Balance Selection Consistency
  • Cross-Validates Source and Destination Plan Type Compatibility
  • Ensures Fidelity Account Information is Provided for Second Account
  • Validates Completeness of Previous Investment Provider Information
  • Ensures Date of Birth is a Valid and Reasonable Date
  • Validates Email Address Format

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How to Fill Out 022380001 Online for Free in 2026

What the AI walks you through.

  1. Navigate to Instafill.ai and upload the Fidelity Transfer/Rollover/Exchange Form or select it from their template library.
  2. Use the AI assistant to accurately fill in your personal details in Section 1, including your name, address, and Social Security Number.
  3. Provide information about the investment provider you are moving money from (Section 2) and specify the account(s) or contract(s) to be moved, including account numbers and liquidation amounts (Section 3).
  4. Enter your Fidelity account information in Section 4, specifying the employer-sponsored plan that will receive the assets.
  5. Complete Section 5 by providing investment instructions for the transferred assets, either by selecting your current allocation or specifying new funds and percentages.
  6. If required by your plan, obtain an authorized signature from your employer in Section 6.
  7. Carefully review all entered information, then digitally sign and date the form in Section 7 before submitting it to Fidelity as per the instructions.

Common Mistakes in Completing 022380001

The ones the AI is built to catch.

Forgetting to Include the Previous Provider's Account Statement
The form and its checklist explicitly require a copy of your most recent account statement from the provider you are moving money from. People often forget this attachment, assuming the information on the form is sufficient. Without the statement, Fidelity cannot verify the account details, and the entire request will be put on hold or rejected, forcing you to resubmit everything.
Entering Incomplete or Incorrect 'From' Provider Details
Users often guess or use an outdated name and address for the investment provider in Section 2, especially if they don't have a recent statement handy. Incorrect provider details will cause Fidelity's request to be rejected by the other institution, significantly delaying the transfer process. Always refer to your most recent account statement for the exact provider name and address to ensure the request is sent correctly.
Confusing Account Types and Transaction Rules in Section 3
Section 3 requires correctly identifying both the account type (e.g., 401k, IRA) and its origin (e.g., 'Previous Employer'). This is a complex area, and selecting the wrong combination can lead to incorrect tax treatment or rejection of the transfer. For example, misclassifying a transfer as a rollover has different processing requirements, and failing to check the 'Include Roth' box can leave funds behind. Carefully review your statement and the form's instructions to ensure accuracy.
Providing Ambiguous or Incomplete Liquidation Instructions
When selecting 'Partial Liquidation,' users sometimes forget to specify a clear dollar amount or percentage, or they might enter both, creating confusion. The form defaults to 100% liquidation if this section is left blank, which may not be the user's intent. This can result in either the entire account being moved against your wishes or the form being delayed for clarification.
Entering Incorrect Destination Fidelity Plan Information
In Section 4, users must specify the correct Fidelity plan type (e.g., 403(b), 401(k)) and plan number. People may guess or select the wrong plan if they have multiple accounts. This error could cause funds to be credited to the wrong retirement plan, creating a complicated and time-consuming issue to resolve with potential tax consequences. Always verify your Fidelity plan details on your statement or by contacting Fidelity before filling out this section.
Submitting Investment Instructions That Don't Total 100%
In Section 5, users must allocate their funds across different investments with percentages that sum to exactly 100%. A common mistake is a simple math error or leaving the section incomplete. The form states that if instructions are invalid, the entire contribution will be defaulted to a pre-selected option, which may not align with your investment strategy.
Skipping the Required Employer Plan Acceptance Signature
Section 6 may require a signature from an authorized person at your employer, but the form leaves it to you to verify if it's needed. Many people will skip this section to save time, assuming it's not required. If the signature is indeed necessary, its absence will cause the form to be rejected, halting the entire process until a correctly signed form is resubmitted.
Forgetting to Sign and Date the Form in Section 7
This is one of the most common and easily avoidable mistakes. Users get focused on the complex financial details and simply overlook the final signature and date fields. An unsigned or undated form is legally invalid and cannot be processed, resulting in an immediate rejection and requiring you to start the process over.
Submitting the Form Without an Active Fidelity Account
Users sometimes assume this form will create a new Fidelity account for them, but it is only for moving assets into an existing or simultaneously created account. The instructions state that enrollment must be completed if an account doesn't exist. Submitting this form alone will result in rejection, as there is no destination for the funds.
Using Illegible Handwriting or an Incorrect Pen
The form instructs users to print clearly in CAPITAL LETTERS with a black pen, but many fill it out quickly with poor handwriting. If numbers (like account numbers or SSN) or names are unreadable, the form cannot be processed correctly, leading to data entry errors or rejection. AI-powered form filling tools like Instafill.ai prevent this by populating fields with clear, typed text and can even convert non-fillable PDFs like this one into a fillable version.

Frequently Asked Questions About 022380001

 

Is it really free for 7 days?
Yes. You pay $0 today. Cancel before Oct 31 and you are never charged. Keep it, and it is $19.99 a month for 5 fills of your 022380001.
Can I fill other forms too?
This plan is for your 022380001: your own AI agent fills it as often as 5 times a month. To fill other forms and upload your own, choose a Professional plan from your account.
How do I cancel?
From your account, in two clicks, any time. No email, no call.
How does the AI fill out 022380001?
You answer a few questions in plain words, or upload a document you already have. The AI reads what you give it and puts each answer into the right field of 022380001, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.
What happens to my information?
It is encrypted in transit and at rest, and it is never used to train AI.
How complex is 022380001 to fill out?
022380001 has a Form Complexity Index of 53 out of 100, in the moderate tier: 89 fillable fields across 6 pages. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.
What is the purpose of the Fidelity Transfer/Rollover/Exchange Form?
This form is used to move assets from a retirement account at a previous investment provider into your current employer-sponsored retirement account with Fidelity. It can also be used to consolidate multiple retirement accounts that are already at Fidelity.
Who needs to fill out this form?
You should complete this form if you want to move funds from a previous employer's retirement plan (like a 401(k) or 403(b)) or an IRA into your current retirement plan administered by Fidelity.
What documents do I need to submit with this form?
You must include a copy of your most recent account statement from the investment provider you are moving the money from. It is also recommended to contact your previous provider to see if they require any additional paperwork.
What if I can't find my old account number for Section 3?
Your account number should be on your statement from the previous provider. If you cannot find it or do not provide it, Fidelity will use your Social Security Number to request the assets from your old provider.
What happens if I don't specify a liquidation amount in Section 3?
If you do not specify whether to move the full balance or a partial amount, Fidelity will default to requesting a full liquidation, meaning 100% of your account balance will be moved.
Does my employer need to sign this form in Section 6?
An authorized signature from your employer may be required depending on your plan's rules. You should contact your Human Resources office or Fidelity to verify if this signature is necessary for your request.
How do I submit the completed form?
You can submit the form digitally via the NetBenefits mobile app, or by sending all pages of the completed form via regular or overnight mail to the Fidelity address listed in the instructions.
What if I don't have a Fidelity retirement account with my employer yet?
You must first enroll in your employer's retirement plan with Fidelity before you can move assets into it. You can contact Fidelity for assistance with the enrollment process.
What should I do if I don't fill out the Investment Instructions in Section 5?
If you leave the investment instructions blank or incomplete, the incoming funds will be invested according to your current elections on file with Fidelity. If you have no elections on file, the funds will go into your plan's default investment option.
I'm moving money from two different companies. Can I use one form?
No, you must complete a separate Transfer/Rollover/Exchange Form for each investment provider you are moving money from.
Can AI tools help me fill out this form?
Yes, services like Instafill.ai use AI to accurately auto-fill form fields, which can save you time and help prevent common errors. This is especially helpful for entering personal information correctly.
How can I use Instafill.ai to fill this form online?
To use Instafill.ai, you upload a digital copy of the form to its platform. The AI will identify the fields, allowing you to enter your information once and have it automatically and accurately placed throughout the document.
The PDF form I have is not fillable. What can I do?
If you have a non-fillable PDF, you can use a service like Instafill.ai to convert it into an interactive, fillable form. This allows you to easily type your information into the fields before printing and signing.
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