For those who have IRAs at Fidelity Investments and also use Fidelity to hold the self-directed solo 401k funds in under a non-prototype brokerage account through Fidelity, the IRA can be transferred in-kind without having to liquidate the equity investments.  See the below instructions.

Please see the secure download link below to access the transfer form to complete a non-taxable internal direct-rollover from your Traditional IRA at Fidelity Investments to the solo 401k non-prototype brokerage account at Fidelity.

FID IRA INTERNAL TRANSFER FORM
Password:

How to Complete the Rest of the Transfer Form

1. Section 1: Enter IRA account number, your SSN, & phone number
2. Section 2: Completed for Direct Rollover (non-taxable)
3. Section 3: If you wish to do a total transfer, select the Entire Value of your account in cash if there are no securities that will be transferred. If you only wish to do a partial transfer, select Only the following amount of cash in your brokerage account and enter the amount. If you wish to transfer over everything in kind, select the entire value of account as shares in kind. Ignore language after the green arrow.

Let us know if you have questions about Section 3.

4. Section 4:Please enter your PRETAX Fidelity non-prototype brokerage account number that is for your vested account benefit.
5. Section 5: SKIP
6. Section 6: Sign and Date

How to Submit the Completed & Signed Direct-Rollover Form to Fidelity Investments

Option 1: Submit the form to a local Fidelity branch

Option 2: Mail the form to Fidelity:

Fidelity Investments

Attn: Retirement Distributions

PO Box 770001

Cincinnati, OH 45277-0035

What Happens After I Submit the Direct-Rollover Form to Fidelity?

You will want to follow with Fidelity at least 2 business days later to make sure they received the form directive and they don’t have any additional questions. Please have the Fidelity representative bring us on the phone if they have any questions since we don’t have authority over your funds.