Get 18005443716

Filling out the 18005443716 form is essential for managing your Fidelity Health Savings Account contributions effectively. This guide provides a detailed overview of each section, ensuring that users of all backgrounds can navigate the process with ease.

Follow the steps to complete the form successfully.

1. Click the ‘Get Form’ button to obtain the form and access it in your editor.
2. Begin by entering your name in the 'Account Owner' section, followed by your Fidelity HSA Account Number. Then, input your evening and daytime phone numbers, including any necessary extensions.
3. In the 'Deposit Information' section, select the appropriate 'Deposit Type'. You can choose from 'Current Year' or 'Prior Year'. Remember that contributions received after the IRS deadlines will default to the current year.
4. Next, list any checks you are submitting for deposit. Include the check number and the amount for each check, ensuring you provide all necessary information.
5. Calculate the 'Total Investment' by summing up all listed amounts correctly, and enter that figure in the designated field.
6. If you wish to invest your contributions, specify the 'Fidelity Fund Name or Symbol' and the corresponding amounts for each fund investment.
7. Make sure to read any applicable IRS contribution limits for your situation, especially if you qualify for additional contributions.
8. Finally, review all the filled-out information for accuracy. Users can then save their changes, download, print, or share the completed form as needed.

Complete your 18005443716 form online today to ensure your contributions are processed efficiently.