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Transfer/Rollover/Exchange Form Instructions

Transfer/Rollover/Exchange form InstructionsReference the Instructions below while completing the form . For additional assistance, please contact Fidelity Investments at 1-800-343-0860 or, for the hearing impaired, dial 711, Monday through Friday, 8 to midnight Eastern time (excluding New York Stock Exchange holidays, except Good Friday).1. YOUR INFORMATIONP lease provide your information in this INVESTMENT PROVIDER YOU ARE MOVING MONEY FROMP lease review your most recent statement for this name and address, and include a copy of the statement with this form . Please contact your previous investment provider to see if additional paperwork is ACCOUNT(S) OR CONTRACT(S) TO MOVEA ccount or Contract Number: This number is available on your previous investment provider account statement. If you are unable to locate this number on your statement, please contact the investment provider.

incomplete form may delay the processing of your request. Use a separate form for each investment provider. Unless otherwise instructed by your employer, please return this transfer/rollover/exchange form in the postage-paid envelope provided OR Return to: If you are sending this using an overnight delivery

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Transcription of Transfer/Rollover/Exchange Form Instructions

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Instructions for How to Transfer Shares from Fidelity to ...

workplaceservices.fidelity.com

Cash cannot be sent by Transfer of Assets. Please use your established withdrawal preferences linked to your SPS account to initiate a wire/check. Call 800-544-0275 if you need assistance with a cash withdrawal. STOCK PLAN ACCOUNT TRANSFERS: Participant to Participant: Same name PartIcIPant InformatIon:

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Enrolling in your Employee Stock Purchase Plan (ESPP)

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Getting Started with Your Stock Plan

workplaceservices.fidelity.com

FIDELITY STOCK PLAN SERVICES Getting Started with Your Stock Plan Recordkeeping and administrative services for your company’s equity compensation plans are provided by your company and its service providers.

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YOUR GUIDE TO GETTING STARTED - …

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YOUR GUIDE TO GETTING STARTED The Scripps Research Institute (TSRI) 457(b) Deferred Compensation Plan Invest in your retirement and yourself today, with help from the TSRI 457(b) Plan and Fidelity. Invest some of what you earn today for what you plan to ... Investor Shares Principal ...

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ESPP Qualifying and Disqualifying Dispositions

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Opening your Stock Plan Account - Fidelity Investments

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Reinvesting Your Company Stock Dividends

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Reinvesting Your Company Stock Dividends Any dividends you receive as a result of owning company stock are deposited into your Fidelity Account® as cash by default. You have the ability to update this option and reinvest the dividends to purchase more shares of company stock.1 Step 1 Log in to Fidelity.com. Select the Accounts & Trade tab at the

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Enrolling in your Employee Stock Purchase Plan (ESPP)

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Which is right for you? Compare Lifecycle Funds with ...

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Fidelity ®Personalized ... and may be subject to risks associated with investing in high-yield, small-cap, and foreign securities. Principal invested is not guaranteed at any time, including at or after the target dates.

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Selling Shares in Your Stock Plan Account

workplaceservices.fidelity.com

Once your shares are available in your Stock Plan Account, here’s where you go to sell them.* Be sure to check the plan rules to see if you are required to hold your shares for a specified period of time before you can sell them. We recommend you set up your withdrawal preferences before selling your shares. It

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