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Employer Sponsoring Your Fidelity Retirement Account: The employer name appears on your Fidelity account statement or in your enrollment paperwork. Plan Type Step 1: Confirm you are transferring an IRA · Step 2: Gather your account information · Step 3: Start your transfer · Step 4: Invest your money. Important: The check should be made payable to Fidelity Management Trust Company (or FMTC), FBO [your name]. Be sure to include your IRA account number on theStep 1: Set up your new account · Step 2: Contact your old 401(k) provider · Step 3: Deposit your money into your Fidelity account · Step 4: Invest your money. A rollover takes three steps: Open the appropriate IRA.*; Move your money to Fidelity—to do this, you will need to initiate a rollover from your former A rollover IRA allows you to consolidate your old 401(k)s and other workplace retirement accounts throughout your career. You can continue to save for Four options regarding your old 401(k) · Roll over to a Fidelity IRA Roll over to Fidelity and consolidate your retirement accounts in one place while continuing Make a direct rollover of your eligible retirement plan distribution to a Fidelity Advisor Traditional, Rollover, BDA, or Roth IRA. Do NOT use this form to: •