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Level 1
June 1, 2019
Question

I rolled over IRA from one account (Ameriprise) to Fidelity. What do I need to prove and avoid early withdrawal penalty?

  • June 1, 2019
  • 1 reply
  • 3 views

what form do i need to fill out to prove that I rolled it over to Fidelity? 

1 reply

Level 2
June 1, 2019
fidelity should provide documentation of the roll-over