Fidelity investments qdro administration group phone number

FIDELITY INVESTMENT INSTITUTIONAL SERVICES

FIDELITY INVESTMENT INSTITUTIONAL SERVICES is a Defined Contribution Plan which has an account specified for the individual employee where a defined amount is being contributed to the plan by the individual, the employer or both. Examples of this type of plan are 401(k), 401(a), Employee Stock Ownership Plan (ESOP), Savings Plans and Profit Sharing Plans.
An Alternate Payee can be awarded a portion of the Employee's account pursuant to a QDRO. The Plan will establish a separate account for the Alternate Payee, and offer the Alternate Payee the same investment opportunities that are available for other participants. If the Alternate Payee chooses, it is usually possible to transfer the funds awarded to an IRA or other tax qualified account of his/her choice. By using a QDRO to award funds from this type of plan, early withdrawal penalties are avoided, and the Alternate Payee will be held responsible for the taxes on any distribution he/she receives from the Plan.
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VERY IMPORTANT! The information on this page is for people going through a divorce or attorneys helping their clients. Do not call QdroDesk for retirement account information unless it is in regards to a divorce. QdroDesk is a private company that only helps with the divorce process. It is not related or connected to the retirement account listed on this page. This page is provided for informational purposes only.
Hours of Operation
For 401(k) or employer sponsored account participants
How do I contact Fidelity QDRO Center?
How long does Fidelity take to process a QDRO?
How do I contact Fidelity by phone?
Does Fidelity charge for a QDRO?

Under most plans, it is possible to award the Alternate Payee a portion of the Employee's account balance as of a specific date (i.e. 50% of the account balance as of July 7, 2000), plus any investment gains or losses attributable thereon from that date until the date the Alternate Payee receives a distribution from the Plan.
Since this type of plan affords for an Alternate Payee to receive an immediate lump sum distribution, the terms of the QDRO are much simpler than the provisions contained in QDROs for other types of plans.

Plan & Company Information:

Company

WESTERN RESERVE AREA AGENCY ON AGING

925 Euclid Ave
Ste 600

Cleveland, OH 44115-1405

216-621-8010

Plan Name

FIDELITY INVESTMENT INSTITUTIONAL SERVICES

Plan Type

Plan Administrator

WESTERN RESERVE AREA AGENCY ON AGING

925 Euclid Ave
Ste 600

Cleveland, OH 44115-1405

216-621-8010

Important Information

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Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

796549.1.0

Hours of Operation

If a chat service is unavailable, please call 1-800-FIDELITY (343-3548), or try again during the following hours:

Daily Hours

Day	Open	Close
Sunday	09:00 AM ET	04:00 PM ET
Monday	08:00 AM ET	10:00 PM ET
Tuesday	08:00 AM ET	10:00 PM ET
Wednesday	08:00 AM ET	10:00 PM ET
Thursday	08:00 AM ET	10:00 PM ET
Friday	08:00 AM ET	10:00 PM ET
Saturday	09:00 AM ET	04:00 PM ET

Days Closed

Occasion
New Year's Day
Martin Luther King, Jr. Day
Presidents' Day
Good Friday
Memorial Day
Independence Day
Labor Day
Thanksgiving Day
Day After Thanksgiving
Christmas Day

For 401(k) or employer sponsored account participants

Call 1-800-835-5097 to speak with a representative on your organization's plan.

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How do I contact Fidelity QDRO Center?

QDRO by Phone Please call Fidelity at 1-800-835-5095 to request a QDRO procedures kit.

How long does Fidelity take to process a QDRO?

Because the content of the QDRO Center has been customized to address each specific plan's QDRO requirements, orders prepared via the QDRO Center are able to be reviewed quickly (typically within 3 to 5 business days), and are typically processed faster than traditionally prepared documents.

How do I contact Fidelity by phone?

1 (800) 343-3548Fidelity Investments / Customer servicenull

Does Fidelity charge for a QDRO?

But when a third party such as Fidelity Investments or Vanguard Group handles the administrative and record-keeping details of a 401(k) plan, the QDRO fee charged to participants can start around $300, jump quickly to about $700, and stretch to $1,200 and beyond.

fidelity investments qdro administration group phone number