Get Fidelity Self Employed 401k Contribution Remittance Form

Filling out the Fidelity Self Employed 401k Contribution Remittance Form online can streamline your contribution deposits to your Fidelity Self-Employed 401(k) Plan accounts. This guide provides clear and concise instructions for each section of the form to ensure accurate completion.

Follow the steps to complete the form accurately.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Begin by providing your employer information in the first section. Fill in your employer name (company name), employer tax ID number, plan administrator's name, and a daytime phone number with an extension.
3. Next, move on to the contribution information section. Here, enter the employee's name and their corresponding Fidelity account number. Fill in the amounts for the employee 401(k) contributions and employer profit sharing. It is important to specify contributions for the current year and prior year as needed.
4. Proceed to the authorization section. This is crucial as it signifies your understanding of the contribution limits and deadlines. Print the plan administrator or employer name, sign the form, and date it appropriately.
5. Ensure that checks are made payable to Fidelity Investments, and do not forget to write your account number on the memo line of the check. Keep a copy of the completed remittance form for your records.
6. Finally, choose to save changes to the form, download, print, or share it as needed. For mailing, use the provided address for regular or overnight mail as applicable.

Complete your Fidelity Self Employed 401k Contribution Remittance Form online to ensure timely contributions.