Get Fidelity 529 Employer Direct Deposit Form 2015-2025
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How to fill out the Fidelity 529 Employer Direct Deposit Form online
Filling out the Fidelity 529 Employer Direct Deposit Form is an important step toward managing your college savings effectively. This guide will walk you through each section of the form, providing clear instructions to ensure that you complete it correctly.
Follow the steps to properly complete the form
- Press the ‘Get Form’ button to access the Fidelity 529 Employer Direct Deposit Form. Open it in your preferred document editor.
- Begin with Section 1, labeled Customer Information. Enter your savings account number, full name, and social security or tax identification number accurately.
- Proceed to Section 2, named Employer Information. Here, you will fill in your employer’s name, address, city, state, and ZIP code.
- In Section 3, titled Customer Authorization, indicate whether you want to invest your total net pay or a specified dollar amount. If opting for a particular amount, ensure it is a minimum of $15 monthly. Verify with your employer about the processing of partial payments.
- Sign and date the form in the Customer Authorization section to authorize your employer to deposit funds into your 529 College Savings Plan Account.
- Submit the completed form to your company’s payroll department. Do not return it to Fidelity.
- Your employer will complete Section 4, Employer Authorization, which includes additional details for processing your direct deposit. Ensure that your employer retains the form for their records.
- Once your employer processes the form, you can continue to manage your account online as needed.
Complete your Fidelity 529 Employer Direct Deposit Form online today to streamline your college savings plan.
You can approach your boss to discuss changing your payment method to direct deposit. Start with a polite request for a meeting or simply speak with them after a team meeting. Clearly explain that you would like to utilize the Fidelity 529 Employer Direct Deposit Form for convenience and efficiency. Being straightforward shows your initiative and helps your employer understand your needs.
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