Use these forms for any business related to your Directed Account Plan account.
Beneficiary Designations and Rollovers
- CACU Beneficiary Form
- Former TWA Employee Beneficiary Form
- CACU and Former TWA Employees – Incoming Rollover Contribution Application – Into the DAP
Withdrawal Forms
These forms only apply to Former TWA Employees and their beneficiaries. To execute a withdrawal transaction, please:
Select the appropriate form, below.
- Former TWA Employee - Lump Sum Withdrawal and Rollover Request Form
- Former TWA Employee – Partial Withdrawal Request Form
- Former TWA Employee – Systematic Withdrawal Payments Form
- Former TWA Employee - Partial Withdrawal Rollover Request Form
- Review the application carefully.
- Sign the application form.
- If spousal consent is required, complete the spousal consent section and have your
spouse sign the application in the presence of a notary public. - Keep a copy for your files.
- Submit the application and any supporting documentation to:
| Regular Mail: | Overnight Mail: |
| Directed Account Plan Service Center | Directed Account Plan Service Center |
| PO Box 770003 | 100 Crosby Parkway |
| Cincinnati, OH 45277-0065 | Mailzone: KC1F-L |
| Covington, KY 41015 |
Fidelity will:
- Review the application
- Process the transaction
- Send the funds directly to you or a custodian you designate for a rollover