Get Fidelity Omnibus Account Certification Form - Fidelity...

Filling out the Fidelity Omnibus Account Certification Form online can be straightforward with the right guidance. This document is essential for properly documenting distributions from pensions, retirement plans, and IRAs. Follow the steps below to complete the form accurately.

Follow the steps to fill out the form effectively.

1. Use the ‘Get Form’ button to access the Fidelity Omnibus Account Certification Form and open it in the editing tool.
2. Begin with section regarding payer's information. Fill in the payer's name, address, and other relevant details accurately. This section typically includes the name of the financial services company and their contact address.
3. Next, provide information about the gross distribution in box 1. Ensure the amount reflects the total distribution you received within the tax year.
4. In box 2a, indicate the taxable amount of the distribution. If you do not know the taxable amount, check the appropriate box in 2b, which states that the taxable amount is not determined.
5. Complete any other relevant boxes, such as federal income tax withheld in box 4 and any employee contributions in box 5, as necessary for your account.
6. Fill in the distribution code in box 7 to identify the type of distribution. This code is significant for tax filing purposes.
7. Continue filling in applicable boxes for state tax withheld and any additional information required.
8. Once you have thoroughly completed all applicable sections, review the form for accuracy. Check all entries and make any necessary adjustments.
9. After confirming the information is correct, you can save your changes. Options may include downloading, printing, or sharing the completed form as needed.

Get started by completing your Fidelity Omnibus Account Certification Form online today.