Get Fidelity Basic Plan Document No 17

Filling out the Fidelity Basic Plan Document No 17 online can be a straightforward process with the right guidance. This document serves as an adoption agreement for the Fidelity Retirement Plan and includes essential information to ensure compliance with regulations.

Follow the steps to complete the Fidelity Basic Plan Document No 17 online.

1. Press the ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Begin by filling in the name of the plan and the name of the employer. These details are crucial for identifying the specific plan and organization associated with it.
3. Next, provide the contact information for the employer, including the address, telephone number, and Employer's Tax Identification Number.
4. If applicable, enter the name and contact information of the plan administrator, as this individual will be the primary contact for any inquiries related to the plan.
5. Complete the eligibility requirements for participation by selecting the appropriate service and age requirements. Ensure you check the options that best match your policy intentions.
6. Specify the plan year and limitation year by checking either the calendar year or fiscal year box as appropriate.
7. Indicate the plan status and effective date by selecting whether this is a new plan or an amendment. Fill in the relevant date fields accordingly.
8. For compensation details, determine how contributions for the plan year will be calculated and specify the method chosen.
9. Review the reliance on the opinion letter from the Internal Revenue Service, ensuring you understand the implications for the plan.
10. Complete the execution page by providing the name of the employer, signature, and the date of signing to formally execute the agreement.
11. Finally, ensure to save your changes. You may choose to download, print, or share the completed form as needed.

Start filling out the Fidelity Basic Plan Document No 17 online to ensure a smooth planning process.