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你好,你再多打幾次試試,跟他們說你已經填表了, 我是填表後打給401k department,由他們幫我處理withdraw跟reverse roll over的,並沒有真的寄check。 從ira re-deposit money to 401k 有個60天內要完成的限制,超過時間會被當作一般withdraw,會有10% penalty (網上找到的說明 https://thecollegeinvestor.com/1 ... k-reverse-rollover/)
reverse rollover instruction:
Thank you for allowing me the opportunity to assist you. As a follow-up to our conversation, I am providing information below which I hope will prove helpful in rolling your Fidelity Rollover IRA or Traditional IRA account into your workplace savings account.
Your plan allows you to review and begin the roll in process online. Below is an overview of the steps the site will take you through step-by-step:
First, log in to your account on Net Benefits:
Go to the “rollover” quick link next to the plan you want to roll your IRA to.
Click on “Roll Over to Plan”
“Do you have a check?” Click yes. (Even though you don’t.)
Confirm your contact information.
“What company manages your Plan?” Enter “Fidelity” and your IRA account number. (e.g. Fidelity Y1234567)
“What type of Plan?” Click “Rollover IRA” or “Traditional IRA”
“Do You Know Your Contribution Type?” Click Yes.
Enter the current value of your IRA and confirm.
Click “I agree” to confirm the roll over. (You will not need to print a deposit slip.)
Second, call the Fidelity IRA department: 800-544-5373
Request a rollover from your Ira to your Fidelity plan.
Advise the representative that you have contacted the 401K department and entered in the deposit information.
Request that your plan number be placed on the check.
Request the check be mailed directly to Fidelity Investments PO BOX 771063 Cincinnati OH 45277-1063
We look forward to helping you further. |
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