My experience has been really outstanding with Fidelity. They will really do the majority of the leg work to get things transferred and handle the details of these things if there are ever taxes involved. I've found the support to be so good that I left Merrill Edge which offered me 30 commission free trades per month and sent it all to Fidelity even though I pay $4.95 per trade with them. Merrill left me high and dry a couple times in figuring out some very complex tax issues that they could have easily done as they have the resources to do it, Fidelity on the other hand did all the leg work. Just give the Fidelity DPSP Customer Service number a call and they'll tell you exactly what needs to happen.