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Get 2013 Fidelity 401k Salary Reduction Agreement Form
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How to fill out the 2013 Fidelity 401k Salary Reduction Agreement Form online
This guide will provide you with clear instructions on how to complete the 2013 Fidelity 401k Salary Reduction Agreement Form online. By following these steps, you can accurately indicate your salary deferral contributions to your Fidelity Retirement Plan account.
Follow the steps to effectively fill out the form online
- Use the ‘Get Form’ button to download the form and open it in the online editor.
- In the Employee Information section, enter your full name, street address, city, state, ZIP code, and Social Security number accurately to ensure proper identification.
- In the Salary Reduction Election section, choose how you wish to contribute to your Fidelity Retirement Plan. You can select one of the options: a) specify a percentage of your pay to withhold, b) indicate a fixed dollar amount per pay period, or c) define a one-time deferral contribution along with the desired date of withholding.
- If you wish to stop contributions, indicate the date when you intend to cease deductions.
- Carefully review your selections, ensuring that your total salary reduction contributions fall within the allowable limits for the year.
- Sign the form in the designated Signature section and enter the date of your signature to validate the agreement.
- Once you have completed all fields, you can save the changes, download, print, or share the completed form as needed.
Start filling out your documents online today for a smoother management experience.
Go to Fidelity.com or call 800-343-3548. Use this form to request a one-time withdrawal from a Fidelity Self-Employed 401(k), Profit Sharing, or Money Purchase Plan account. Possible requests include a one-time, immediate distribution; a qualified or direct conversion to a Roth IRA; or a direct rollover.
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