Customer Account Transfer Form Instructions

Institutional Brokerage Group Customer Account Transfer form Instructions Complete this form to authorize the Transfer of assets currently at another firm to your Fidelity Investments Institutional Brokerage Group (FIIBG). non-retirement Account , or premiere SelectSM IRA (including the premiere Select Traditional IRA, Roth IRA, Rollover IRA and SEP-IRA, herein referred to as premiere Select IRA ), or the Fidelity Retirement Plan (Keogh), as applicable. If you are transferring more than one Account to FIIBG. or Fidelity Investments, as the case may be, complete one form for each Account you are transferring. You may send us a photocopy of the Transfer form ; however, we need an original signature on each form . Do not use this form to convert an IRA to a Roth IRA or directly to roll over an employer-sponsored retirement plan distribution.

Customer Account Transfer Form Clearing through National Financial Services Corporation (“NFSC”): Clearing #0226 Account Information If you do not have a FIIBG non-retirement account, Premiere SelectSM Traditional IRA, Roth IRA, Rollover IRA and SEP-IRA or the Fidelity Retirement Plan, as the case may be, the appropriate new account …

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