P.O. Box 770001 Cincinnati, OH 45277-0050 Or in New York: Empire Fidelity Investments Life Insurance Company P.O. Box 770001 Cincinnati, OH 45277-0051 XX Fidelity Brokerage Services, LLC, Member NYSE, SIPC. Title: AnnuityBank-line Created Date:PO Box 770001 Cincinnati, OH 45277-0039 Overnight mail 100 Crosby Parkway KC1C Covington, KY 41015-4325 1.943252.104 Page 2 of 2 008870502 On this form, "Fidelity" means Fidelity Brokerage Services LLC and its affiliates. Brokerage services are provided by Fidelity Brokerage Services LLC, Member NYSE, SIPC. 381797.10. (01/23)PO Box 770001 Cincinnati, OH 45277-0002 Overnight mail Fidelity Investments 100 Crosby Parkway KC1K Covington, KY 41015. Created Date: 20200616101015Z ...In these situations, please instruct the other firm to mail the check to this address: Fidelity Investments. P.O. Box 770001. Cincinnati, OH 45277-0003. Please request that your Fidelity HSA number is on the memo line of the check and also note that it is a 60-day rollover deposit. Additionally, remember that the assets will land in your ...PO Box 770001 Cincinnati, OH 45277-0015 Overnight mail Fidelity Investments Attn: CPSC 100 Crosby Parkway KC1K Covington, KY 41015 StrategyCustom —Use increments of 5%. Create your own investment mix from any of the UNIQUE Plan Portfolios below. Age-Based Portfolio (Fidelity Funds) % Age-Based Portfolio (Fidelity Index) %In lieu of flowers, memorials may be made to: Fidelity Charitable, Memo: Account #1194015, Coy Gibbs Memorial, US Mail Address, PO Box 770001, Cincinnati, OH, 45277-0053. Funeral arrangement under the care of James Funeral HomePO Box 770001 Cincinnati, OH 45277-0003 Typically, though not always, cost basis is stepped-up to the date of death (DOD) for assets remaining in the decedent's account. Unless stated otherwise in the will, the estate's representative will be able to choose whether to liquidate the assets then disperse cash to the beneficiaries or transfer ...PO Box 770001 Cincinnati, OH 45277-0001 Overnight mail 100 Crosby Parkway KC1K Covington, KY 41015 3. Adjusting Covered Cost Basis In limited situations, covered cost basis on file at Fidelity may need to be adjusted. If your request is to update covered cost basis on file, please indicate one of the following reasons so that we may review the ...PO Box 770001 Cincinnati, OH 45277-0035 Overnight mail Attn: Retirement Distributions Fidelity Investments 100 Crosby Parkway KC1B Covington, KY 41015. Helpful to Know • Federal and state tax withholding rules can change, and the information cited below may not reflect the currentP.O. Box 770001 Cincinnati, OH 45277-0002 Overnight mail Fidelity Stock Plan Services 100 Crosby Parkway KC1K Covington, KY 41015 On this form, "Fidelity" means Fidelity Stock Plan Services, LLC, and its affiliates. 767270.4.0 FIDELITY STOCK PLAN SERVICES, LLC. Created Date:complete this form and mail it to Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0002. If you have any questions, call a Fidelity Retirement Representative at 800-544-5373 (8 a.m. to 8 p.m. ET, seven days a week).If you prefer to make a tax-deductible donation, please consider making a tax-deductible donation to Fidelity Charitable for The Sandra A. Hughes Education Fund, a donor-advised fund. Checks may be made payable to Fidelity Charitable and sent to Fidelity Charitable, P.O Box 770001, Cincinnati, OH 45277-0053.PO Box 770001 Cincinnati, OH 45277-0037: UWRP Plan # 71809 VIP Plan # 87238: TIAA: 1-800-842-2273: 730 Third Ave New York, NY 10017-3206: UWRP Plan # 100214; Access Code UWRP0331. VIP Plan # 100215; Access Code VIP0331: PERS, TRS, and LEOFF. Administrator Phone Address Notes; WA Department of Retirement Systems:P.O.Box 770001 Cincinnati, OH 45277-0050 Or in New York: Empire Fidelity Investments Cincinnati, OH 45277-0051 Or Overnight: Fidelity Investments 100 Crosby Parkway Mail Zone: KC2Q Covington, KY 41015 Fidelity Brokerage Services, LLC. * In New York Personal Retirement Annuity Member NYSE, SIPCP.O. Box 770003 Cincinnati, OH 45277-0065 Overnight Address: Fidelity Investments Client Service Operations (KC1F-L) 100 Crosby Parkway Covington, KY 41015 Please include all the information requested. Incom plete forms and the accompanying check will be returned to you and may jeopardize your ability to roll over your distribut ion.To apply for a PO Box in person at a Post Office: Step 1: Optional Time-Saving Tip: If you have a printer, download " PS Form 1093, Application for Post Office Box Service ," Application for Post Office Box Service, fill it out, then print it out (note: if you apply for a PO Box online, this form is automatically generated).PO Box 770001 Cincinnati, OH 45277- 0036 . For Teens, by Teens . Author: Cindy Moser Created Date: 12/13/2021 1:40:34 PM ...Otherwise, please complete this form and mail it to Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0002. If you have any questions, call a Fidelity Retirement Representative at 800-544-5373 (8 a.m. to 8 p.m. ET, seven days a week). 1. PLAN INFORMATION. Provide your EIN as assigned by the IRS.Whether you’re a frequent traveler, a small business owner, or simply someone who frequently changes addresses, you might have wondered about the best way to receive and manage you...P.O. Box 4373 Houston, Texas 77210 (877) 200-0220 Fax: (713) 831-3028. American Life Insurance Company of New York : Name changed to Wilton Reassurance Life Company of New York: American Maturity Life Insurance Company: 81213: 2: Contact: Contract Management Type: (Individual Annuities) P.O. Box 14293 Lexington, Kentucky 40512-4293 (800) 862 ...In lieu of flowers, the family requests all donations be sent using the following information in order to create the Anthony Andrighetto Gift Fund: Fidelity Charitable Gift Fund, PO BOX 770001, Cincinnati OH 45277-0053, Checks should be made payable to Fidelity Charitable Gift Fund. In the memo section, write Account 1041092, Anthony Andrighetto.Note that a separate original form must be completed for each Attorney-in-Fact added to your account(s). Return the completed form to: Fidelity Investments, PO Box 770001, Cincinnati, OH 45277-0002. If you have any questions, call us at 1-800-544-1914 or visit us at Fidelity.com.PO Box 770001 Cincinnati, OH 45277-0015 Overnight mail Attn: CPSC 100 Crosby Parkway KC1K Covington, KY 41015 5. Signature All owners of both accounts must sign this form By signing below, you: • Certify that you have read the Fact Kit and Participation Agreement. • Understand that IRS regulations allow onePlease complete this application to establish a 529 Plan account with Fidelity Investments. One application must be submitted for each account you wish to establish. Then, return your completed application(s) to Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0036. For questions, simply call us at 1-800-544-5248.PO Box 770001 Cincinnati, OH 45277-0053 Fidelity Charitable is the brand name for Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable name and logo and Fidelity areFinancial Services LLC, P.O. Box 770001, Cincinnati, OH 45277. 7. MUNICIPAL INVESTOR EDUCATION AND PROTECTION Notice to customers of broker-dealers that transact in municipal securities: Your introducing broker-dealer is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board. An investor brochureP.O. Box 947 American Fork, Utah 84003: 11/29/2018: service fee 27.00 Campaign Finance Consultants-R: 10 G Street NW Suite 470 Washington, DC 20002: ... PO Box 770001 Cincinnati, Ohio 45227: 12/31/2018: employer contribution 225.00 Fidelity: PO Box 770001 Cincinnati, Ohio 45227: 12/31/2018: employee contribution 1100.00Return completed form to Fidelity Investments, PO Box 770001, Cincinnati, OH 45277-0002. If you have any questions, call us anytime at 1-800-544-6666 or visit us at Fidelity.com. 1 CUSTOMER INFORMATION Account N. How It Works. Open form follow the instructions. Easily sign the form with your fingerPO Box 770001. Cincinnati, OH 45277-0002. Account owner: Glenn Goddard . Type: 401K . Value: $200,000.00 to $499,999.00 . Real estate. Real estate owned in the state of Washington: 6345 Roth Place SE Port Orchard, WA 98367 . Owned by: Glenn Goddard; Spouse or registered domestic partner .In these situations, please instruct the other firm to mail the check to this address: Fidelity Investments. P.O. Box 770001. Cincinnati, OH 45277-0003. Please request that your Fidelity HSA number is on the memo line of the check and also note that it is a 60-day rollover deposit. Additionally, remember that the assets will land in your ...Attn: TOA. PO Box 770001. Cincinnati, OH 45277-0036. 1-800-544-5704. Stock transfers do not include donor information. Please contact ProPublica at (917) 512-0252 or [email protected] to ...PO Box 770001 Cincinnati, OH 45277-0037 And be sure to ask your former plan administrator to include your IRA account number on the check. 2. Wire funds to your account. Here’s how. 3. Send the check to yourself and then deposit it through your phone.PO Box 770001 Cincinnati, OH 45277-0036. Important Note to Financial Institutions or Donors: In order to credit the gift to the proper donor when the gift is sent to Fidelity Investments, please contact the Gardens (see information below) with the name of the security, number of shares, and donor's name. Thank you. Gifts by Wire Transfer:PO Box 770001 Cincinnati, OH 45277-0050 PO Box 770001 Cincinnati, OH 45277-0051 Percentages MUST be whole numbers. Dollar amounts MUST be at least $250. Fidelity insurance products are issued by Fidelity Investments Life …Regular mail. Fidelity Investments PO Box 770001 Cincinnati, OH 45277-0039. Overnight mail. Fidelity Investments Account Reregistration Services 100 Crosby Parkway KC1C Covington, KY 41015. On this form, "Fidelity" means Fidelity Brokerage Services LLC and its affiliates.PO Box 770001 Cincinnati, OH 45277-0002. Overnight mail: Fidelity Investments 100 Crosby Parkway KC1K Covington, KY 41015. After we receive your request, it generally takes 3 business days to update your account with the new corporate resolution information.PO Box 770001 Cincinnati, OH 45277-0036 Once you've decided to make a stock transfer, please contact Jessica Rossotti, Chief Finance and Operating Officer at [email protected] , with the number of shares and the name of the transferred stock.Any checks that you write from your IRA will be considered IRA Distributions and will be reported to you and the IRS on Form 1099-R for the year in which the check cleared.This form should be completed by the Employer. Providing your Employer (Tax) Identification Number (EIN) enables Fidelity to report all your plan assets (including any employees' assets) on one Annual Valuation Statement, which Fidelity will mail to help you prepare your Form 5500 reporting. Your EIN is not the same as your Social Security ...001070104 PO Box 770001, Cincinnati, OH 45277-0042 Fidelity Brokerage Services LLC, Member NYSE, SIPC 367146 C.532-FORM-0304 1.707582.109 Fidelity Portfolio Advisory ServicesSM is a service of Strategic Advisers, Inc., a registered investment adviser and Fidelity Investments company.PO Box 770002 Cincinnati, OH 45277-0090 Overnight Mail Fidelity Investments 100 Crosby Pkwy, KC1E Covington, KY 41015 ® Unless otherwise directed, return this completed form: Digitally using the NetBenefits®Mobile App Download the NetBenefits® app through the App Store or Google Play storeTM. Tap:Actions > Send a Document410 Broad Avenue, PO Box 220 Stanton, IA 51573-0220. 205 East 4th Street Villisca, IA 50864-1198. Email Us. Stanton Office: 712-829-2111 Villisca Office: 712-826-2812FLOOR, Richard E. Of Belmont February 18, 2010. Beloved husband of Beth Wilson Floor. Father of Amy Parker of Falmouth, Me., Lucy Douglass of Belmont and Rebecca Beebe of Willington, Ct. Grandfather oAddress: PO Box 715475, Philadelphia, PA 19171-5475 Federal Tax ID number: 52-1367538. Discover the Benefits of a Qualified Charitable Distribution (QCD) SAVE ON YOUR TAXES. When you take funds from your IRA, they count as taxable income. But if you transfer them directly to charity, you reduce your taxable income while satisfying your RMD.P.O. Box 770001 Cincinnati, Oh 45277 - 0037; In the future, should you want to restart your plan you must notify eligible employees by November 2 of the year prior to the start of your plan on the following January 1. You cannot start a plan mid-year after your initial year. Fidelity's responsibility. 1. Provide and maintain the Plan AgreementAttn: TOA. PO Box 770001. Cincinnati, OH 45277-0036. 1-800-544-5704. Stock transfers do not include donor information. Please contact ProPublica at (917) 512-0252 or [email protected] to ...Return the completed form to Fidelity Investments, College Plan Service Center, PO Box 770001, Cincinnati, OH 45277-0015. If you have any questions, call us anytime at 800.544.1914 or visit us at Fidelity.com. ... unless you check the box and indicate a different allocation below.Standing Payment Instructions — 529 College Savings Plan. Use this form to establish or change standing payment instructions to send a check to an eligible educational institution or to send an electronic funds transfer ("EFT") to the beneficiary of your 529 College Savings Plan account. Establishing standing payment instructions will allow ...PO Box 770001 Cincinnati, OH 45277-0050 In New York: Empire Fidelity Investments Life Insurance Company PO Box 770001 Cincinnati, OH 45277-0051 Overnight mail: Fidelity Investments KC2Q 100 Crosby Parkway Covington, KY 41015 Fidelity insurance products are issued by Fidelity Investments Life Insurance Company (FILI) and, inUse this form to authorize Fidelity to send duplicate statements and transaction confirmations AND grant view only access via Fidelity.com for your Annuity contract(s) to another individual ("Interested Party"). Please note copies of correspondence are hard-copy delivered via US Mail. Type on screen or fill in using CAPITAL letters and ...postage-paid envelope or mail to: Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0036. IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT To help the government fight the funding of terrorism and money-laundering activities, federal law requires Fidelity to verify your identityNational Financial Services LLC, PO Box 770001, Cincinnati, OH 45277. Created Date: 8/9/2023 4:14:29 PM ...How a Qualified Charitable Distribution (QCD) Works. You are at least 70 ½ years old with IRA funds you no longer need. Make a qualified charitable distribution (QCD) from your IRA. Your QCD goes directly to Unbound, supporting the poor and marginalized of the world. *If you are 73 years old or older, your QCD can count towards your required ...Saturday: 9:00 A.M. – 12:00 P.M. Contact Information. Phone: 937-402-4008. Fax: 937-402-5459. We look forward to your next visit to our Hillsboro office! And remember, you can always access your accounts 24/7 using Online Banking or Mobile Banking. The expert team at Southern Hills Community Bank in Hillsboro, Ohio can help you open an ...In these situations, please instruct the other firm to mail the check to this address: Fidelity Investments. P.O. Box 770001. Cincinnati, OH 45277-0003. Please request that your Fidelity HSA number is on the memo line of the check and also note that it is a 60-day rollover deposit. Additionally, remember that the assets will land in your ...PO Box 770001 Cincinnati, OH 45277-0050 Annuity Service Center PO Box 770001 Cincinnati, OH 45277-0051 Fidelity Investments 100 Crosby Parkway, KC2Q Covington, KY 41015. Title: 130728_47_FRM_FILI_Conservatorship Author: a439647 Keywords: 130728_47_FRM_FILI_Conservatorship Created Date:PO Box 770001 Cincinnati, OH 45277-0050 Annuity Service Center PO Box 770001 Cincinnati, OH 45277-0051 Fidelity Investments 100 Crosby Parkway, KC2Q Covington, KY 41015 Fidelity Brokerage Services LLC, Member NYSE, SIPC. 783078.5.0 (12/23) Federal Tax Withholding— Income AnnuitiesPO Box 770001. Cincinnati, OH 45277-0050 Annuity Service Center; PO Box 770001. Cincinnati, OH 45277-0051 Fidelity Investments ; 100 Crosby Parkway, KC2Q. Covington, KY 41015. Fidelity insurance products are issued by Fidelity Investments Life Insurance Company (FILI) and, in. Attn: TOA. PO Box 770001. Cincinnati, OH 45277-0036. 1-800-544-570PO Box 770001 Cincinnati, OH 45277-0003; Yo PO Box 770001 Cincinnati, OH 45277-0035 Overnight mail Attn: Retirement Distributions Fidelity Investments Covington, KY 41015 4. Signature and Date Any one trustee must sign and date. By signing below, you certify as Trustee that you: Authorize Fidelity or its agents, affiliates, employees, or successors, to make the above withdrawal. P.O. Box 770001 Cincinnati, OH 45277-0053. Fidelity Investments, PO Box 770001, Cincinnati, OH 45277-0036. IMPORTANT INFORMATION Please read the important information on the next page before completing this application. 1 ACCOUNT SETUP Please complete the information as it should appear on your account. All fields in bold are required for opening an account. A 1-pound box of powdered sugar contains approximately 3 ¾ cups...
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