Get Loan Request - 401k .com - Fidelity

This guide provides a comprehensive overview of the Loan Request form for Fidelity, tailored to assist users in filling it out accurately online. By following these instructions, users can ensure they complete the form efficiently and understand the critical components involved.

Follow the steps to complete your Loan Request form online.

1. Click the ‘Get Form’ button to access the Loan Request form. You can fill it out either digitally on-screen or by hand using capital letters in black ink.
2. In Section 1, enter your account owner or participant details. This includes your name, Social Security or Taxpayer ID number, date of birth, contact numbers, email address, and marital status. If your address is correct, you can skip to Section 2.
3. In Section 2, provide the plan number and name of your plan sponsor, which is necessary for loan processing.
4. In Section 3, select the type of loan you are requesting. Indicate the amount you wish to borrow, keeping in mind the available maximum. If you are refinancing, provide the existing loan number.
5. In Section 3, choose your funding options for how the loan will be drawn. You may select from all available assets or specify certain funds.
6. Specify the loan term in months, ideally not exceeding 60 months unless it's for a primary residence, which may allow longer terms.
7. For loan delivery in Section 4, choose how you would like to receive the funds - either by check to your mailing address or expedited delivery via UPS.
8. In Section 5, provide details for loan repayment options, including electronic payment information if applicable. Ensure your bank details align with your plan.
9. In Section 6, if married, your spouse must provide consent by signing and possibly having their signature notarized. Follow the instructions regarding spouse consent requirements based on your plan.
10. In Section 7, sign and date the form, confirming your understanding and acceptance of the loan terms and conditions.
11. Section 8 is for plan sponsor approval if required. Ensure that a plan representative completes this section.
12. Review the entire form for completeness. Confirm that all required signatures and documents are attached before submitting it to Fidelity.

Complete your Loan Request form online today for efficient processing.