Helpful to Know • Do NOT use this form to: – Convert an IRA to a Roth IRA. – Roll over from a 529 college savings plan, ABLE account, 401(k), 403(b), or other workplace plan. – Transfer from a nonretirement checking account. – Transfer between retirement accounts if there is ANY difference in how the names appear on the accounts. • Most transfers are faster at Fidelity.com/toa. • Use one form for each account you are transferring. • Transfers can create legal issues (especially around beneficiaries and form of ownership), as well as tax issues and financial risks. Consult the appropriate professionals before making a transfer. • Avoid delays! Attach all pages of a recent account statement.