IQVIA Benefits Handbook
ROLLOVER CONTRIBUTIONS
You may roll over all or part of an "eligible rollover distribution" from a prior employer's qualified retirement plan into your 401(k) account if Fidelity approves. A prior plan may be a 401(k) plan, a 403(b) tax-sheltered annuity that allows cash distributions, a governmental Section 457 plan, or a distribution from a rollover conduit Individual Retirement Account (IRA) that consists solely of an eligible rollover distribution and earnings from the rollover distribution.
If the rollover is not a direct rollover (i.e., if you received a cash distribution from a prior employer's qualified plan or from your rollover IRA), then it must be received by Fidelity within 60 days of your receipt of the distribution. Rollover contributions are subject to the terms of the Plan but are always fully vested and nonforfeitable.
All rollovers must be approved by Fidelity before they can occur. Call Fidelity Customer Services at 800-835-5097 for information and forms.