If you have an old Xerox 401(k), you have a few options, but rolling your funds over into a Fidelity IRA is a great way to keep track of your savings and make sure you’re in control, not your former employer.

We’ve made it easy to roll over your Xerox 401(k) into a Fidelity IRA:

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Step 1

Get your Fidelity IRA ready

Most people who choose to do a 401(k) rollover move their funds into an IRA (or individual retirement account). IRAs give you more control over your savings and investments because they aren’t limited by the terms and fees negotiated by your employer.

We can use your existing Fidelity IRA if you have one, or help you open the right type of IRA with Fidelity depending on your 401(k) situation!

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Step 2

Submit your Xerox & Fidelity info

We just need a few details about you in order to verify your identity and authorize the transfer from Xerox to Fidelity on your behalf.

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Step 3

We’ll handle the rest

Our team of experts help ensure your Xerox funds make it to Fidelity and are safely deposited into your IRA with no unexpected tax implications!

It's easy to get started

Get connected with a rollover expert

We’ve moved hundreds of Xerox 401(k)s into a Fidelity IRA. Rest easy knowing you have an expert in your corner throughout the entire process.

Get started

Xerox 401(k) Details

Xerox
Xerox
Website
n/a
Phone number
Each plan has a company-specific phone number found through the Xerox 401(k) login link
Fax number
Each plan has a company-specific fax number found through the Xerox 401(k) login link
Hours of operation
Unknown

Fidelity IRA Details

Fidelity
Fidelity
IRA products
Fidelity Go
Automated IRA
Fidelity
Self-managed IRA
Address
PO Box 770002, Cincinatti, OH, 45277-0090