The Directed Account Plan Partial Withdrawal Request Form Page 3

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The Directed Account Plan
Partial Withdrawal
Rollover Form
Plan Number 21622
Participant Information:
Name:
SSN:
ROLLOVER INSTRUCTIONS:
Partial Distribution from the plan in the amount of
(The actual amount may vary
at the time of the distribution due to market fluctuations and/or changes in funds available.)
Of the amount, I want
% rolled over and the remainder paid out to me.
Please Note: The portion of your account you choose not to directly rollover may be subject to the automatic 20%
federal income tax withholding requirement. After-tax contributions to the qualified retirement plan are not eligible to
be rolled over to a retirement account, but may be transferred directly to a Fidelity non-retirement account.
DIRECT ROLLOVER TO A FIDELITY ROLLOVER IRA
Direct rollover to a Fidelity IRA.
(A Fidelity Rollover IRA account must be established in order to process the direct rollover.)
I understand that my balances in all mutual funds that are eligible for in-kind distribution will be transferred in-kind
to my Fidelity IRA. I understand that my balances in all other investment options, such as GIC funds,
commingled pools, and mutual funds that are not eligible for in-kind distribution will be liquidated and invested in
Fidelity Cash Reserves, a money market fund. Please note, the determination of which non-Fidelity funds are
eligible for in-kind distribution will be made as of the date the distribution is processed, and not as of the date the
transaction is initiated. Over time, Fidelity may be changing the non-Fidelity funds eligible for in-kind transfer
.
DIRECT ROLLOVER TO CUSTDIAN OTHER THAN FIDELITY:
Custodian:
Address:
TRANSFER OF AFTER TAX ASSETS AND/OR TAXABLE ASSETS NOT ROLLED OVER:
% Paid out to me*
Fidelity Investments Institutional Operations Company, Inc.
553461.1.0

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