Get Fidelity Self-employed 401(k) Account Application - Fidelity Investments

The Fidelity Self-employed 401(k) Account Application is an important tool for individuals looking to establish a retirement plan tailored to self-employment. This guide provides detailed instructions to help you navigate and complete the application accurately and efficiently.

Follow the steps to fill out the application with ease.

1. Click ‘Get Form’ button to access the application, making sure to open it in the editor for easy completion.
2. In the 'Retirement Plan Information' section, provide necessary details related to the plan, including whether you are amending from an existing Fidelity Retirement Plan and your Employer Tax ID.
3. Move to the 'Participant Account Information' section, where you will fill in your full legal name, date of birth, contact information, and citizenship details, ensuring all bold fields are completed.
4. Complete the 'Participant Financial Profile' by selecting your investment objectives and providing information regarding your annual income and net worth. Indicate your risk tolerance by selecting the appropriate investment profile.
5. In the 'Participant Beneficiary Designation' section, specify your beneficiaries, ensuring that their share percentages total 100%. If married and designating a non-spouse beneficiary, include the necessary spousal consent.
6. Fill out the 'Account Features' if you are interested in options trading, and note that forms can be obtained separately.
7. Finally, in the 'Participant and Plan Administrator Signatures' section, ensure that both you and the Plan Administrator sign and date the application. Remember, your application cannot be processed without these signatures.
8. After completing all sections, you have options to save your changes, download, print, or share the finalized form as needed.

Take charge of your retirement planning and complete your Fidelity Self-employed 401(k) Account Application online today.