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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.

Transfer/Rollover/Exchange Form Checklist: Here is a checklist to ensure that your request is in good order. Please remember to: Include your most recent account statement from your previous investment provider. Indicate the amount or percentage of money you are moving to Fidelity. Obtain the Employer Authorized Signature.

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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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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 - …

workplaceservices.fidelity.com

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

workplaceservices.fidelity.com

This example shows the ordinary income calculation for both qualifying and disqualifying dispositions for an ESPP with a 15% discount, when the stock price has increased since the start of the offering period. The “spread” is the difference between the purchase price and the market value on the purchase date. The plan does not

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Opening your Stock Plan Account - Fidelity Investments

workplaceservices.fidelity.com

Opening your Stock Plan Account. Follow these easy steps to open your account online: 1.o to G. NetBenefits.com. and select the . Outside U.S. Employees. tab to log in. 2.ou are a new NetBenefits user, you will need to complete the new user registration If y and then log in. A quick-start guide for stock plan participants. 3.o open your Stock ...

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Enrolling in your Employee Stock Purchase Plan (ESPP)

workplaceservices.fidelity.com

FIELITY STOC PLAN SERICES, LLC 7. You have opened your Stock Plan Account. Click Next to proceed. Screenshot is for illustrative purposes only. 8. Provide your tax information by clicking Continue and answer all the questions. It will take approximately 5–10 minutes to complete. Screenshot is for illustrative purposes only.

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Reinvesting Your Company Stock Dividends

workplaceservices.fidelity.com

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)

workplaceservices.fidelity.com

Employee Stock Purchase Plan. Note: If you already have an individual nonretirement Fidelity Account®, that account will be used for your ESPP, and you can skip to Step 10 to select your ... Portfolio Summary page. Actual screens may vary based on your employer’s plan(s).

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

workplaceservices.fidelity.com

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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