just talked to fidelity for 3rd time this week...they told me that there is currently some information updating in their system but they couldn't access it yet. they told me to call back monday or tuesday. hopefully the information is instructions for the transfer, which they requested from the company and the TA a week ago.
the rep i spoke to today told me that typically they can handle these things electronically. IF there is a special clause that physical certs must be sent, they said that can take a few weeks BUT you fidelity will notify the TA of my intentions and that should suffice until the physical certs get there.
so....still not 100% clear to me and who knows if we will get an extension or another update, but fidelity has left me with the feeling that i will be able to do this if I want to...even with the Nov 7 deadline
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