Reply to Where to move $ after Vanguard?

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[quote=Anonymous][quote=Anonymous][quote=Anonymous]Yes. I M the poster above. That was the process and then fidelity told me to not go forward with the process (breaking news!) and do a different process. Believe me it was inconsistent stories right and left about what the right process was, but I was much more comfortable doing the new process where the fund request comes from fidelity and not through a termination action on my part. That termination method may in fact be legal but EVERYONE including my accountant, my lawyer friends, and fidelity reps thought it was a sketchy approach. [/quote]

So how did you get your money out of Ascensus without terminating yourself? Did they agree to cut the check without you doing the termination?[/quote]

It’s the transfer/deconversion form mentioned earlier. And I haven’t gotten my money yet, so I can’t say it has worked. But it was what I was told to do by fidelity. But honestly, don’t use this forum for instructions. Call fidelity and find out exactly what the latest process is (it seems to keep changing). There are lots of firms and lots of steps and lots of specificity on which boxes to check so this all goes smoothly. [/quote]

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