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

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This section requests participant account information to be completed by the Participant. All fields in ... Complete this application to open your Fidelity Retirement Plan account to trade securities.

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Related links form

NY DOH Form LDSS-3139 1979 NY DOH-4220 2013 NY DOH-4220 2003 NY DOH-4316 2007

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How do I make contributions to my plan? Make your check payable to Fidelity Investments. Include your account number in the memo section of the check. Include a completed 401(k) Contribution Remittance Form (PDF) with your check each time you contribute to your plan.

If you are one of the 22 million investors with a retirement plan at Fidelity, you may have access to an option within your plan that could dramatically improve the success of your 401k. Fidelity's BrokerageLink® option is a self-directed brokerage account within the 401k or 403b plan.

It is easy to set up a self-employed 401(k) plan with many 401(k) administrators. You can also open a solo 401(k) online. To set one up, you will need an Employer Identification Number (EIN), which you can get from the IRS. You also need to complete a plan adoption agreement and an account application.

If you're self-employed and don't employ others, you are eligible to open a solo 401(k). A couple running a business together also qualifies. You can contribute to your solo 401(k) as both employer and employee. You can choose between a traditional plan or a Roth plan.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232