| My GPS | Retirement contribution | Systems | Entertainment | Non-Ret Purchas |
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Financials >>
• Contributions, Retirement >> • Procedures >> • SEP/SARSEP IRA Contributions
What is the My GPS path to instructions on how to process a SEP contribution?
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4:00 PM Eastern time- 16:00pm
For a Monetary items to get todays trade day, it must be time stamped prior to what time?
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HOST
Your Item states TIK- who would this item be rerouted to?
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Racheal Green, Phoebe Buffay, Chandler Bing, Joey Tribbiani, Monica Geller, and Ross Geller
What are the names of the 6 main characters of the TV series Friends?
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The purchase will be canceled.
What happens if wire purchase is not received before close of business day (on trade date placed)?
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What is• Home >>
• Servicing >> • Tax Information and Servicing >> • Tax Rates >> • Tax Calendar
Where in my GPS would I find the dates taxes forms are supposed to go out to SH.
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Purchase Type: Contribution-Current Year
Source: Employee
When processing an IRA 2022 IRA Contribution (in financials), what would be the Purchase Type and Source dropdowns?
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For Same Day funds, enter AM in the AM/PM Code field
When processing a bank wire- What would be placed different in same day vs next day fund?
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New Zealand
Where were The Lord of the Ring movies filmed?
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1. Check
2. Letter of instruction or instructions listed on check
What two things should we receive to process a check purchase?
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624
What is the TC # for The Klausman Group?
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False
Ture or False- After processing a trade with pro rata we do not need to include the spreadsheet on our notes?
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3270-Purchase (PURCH)
From the navigation menu in Service Center Desktop- What would you select to process a retirement /529 check purchase?
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Peter Pan
In the movie Hocus Pocus -What does Max promise Dani to dress up as for next Halloween?
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Enter 866- (for Check purchases and Advisor/Retail Splits)
When processing a check purchase in 3270 what would you enter in the trade origin field?
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What is• Home >>
• Resources >> • Tools and Systems >> • AWD >> • Work Item Notes
What is the path in My GPS the shows what an outbound call notes item must contain?
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• Direct Purchase-
• Originates from firms and/or shareholders • Funded by check, ACH/Money Line, or bank wire • Purchase price is the price on the day the check or wire is received • Split Purchase- • Originates from a firm • The purchase is allocated for multiple Fidelity Funds or across accounts on TA2000 • Service Specialist will process the TA2000 purchase
What is the difference of a direct purchase and a split purchase?
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Ret-03 (contribution) / non ret 04 (direct purchase)
When processing a check purchase in 3270 what would be the Purchase Type for ret and the one for non-ret?
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Dorothy, Rose, Blanche, and Sophia
What were the four main characters' names in the TV show Golden Girls
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Email Institutional Bank Recon
Who/where would we email once a split purchase has been processed?
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• A: Home >>
• Financials >> • Transfers and Rollovers >> • Direct Rollovers >> • Overview
What is my gps path to the Rollover/Transfer/Recharacterization Matrix?
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We can accept a copy of the certified, registered, or overnight mail receipt indicating the contribution was mailed to FIIOC by April 18th.
If a contribution check was received postmarked April 18th after April 21st, can this be accepted?
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Retirement—Retirement Specialist Team—Complex only
Complex—Nonretirement Team—Complex only 529—529 Team—Complex only
Where would you reroute complex items by account type (Retirement, Nonretirement, 529)?
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Ricky frequently mentions that he went to college at the University of Havana in Cuba
In the show I love lucy what university does Ricky frequently mention?
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Shareholder name or shareholder SSN
Account number(s) Fund allocation Authorized Signature
What is the required information on the letter of instructions?
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