Idelity Self-Employed 401(k) Plan account(s). Type on screen or fill in using CAPITAL letters and black ink. If you need more room for information, make a copy of this form. Make check(s) payable to Fidelity Investments and mail to: Regular mail: Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0003 Overnight mail: Fidelity Investments, 100 Crosby Parkway, KC1H, Covington, KY 41015 Helpful to Know B e sure to indicate below how to allocate contributions for each limits a.
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How to fill out the Fidelity Brokerage Services Self-Employed 401(k) - Contribution Remittance Form online
This guide provides clear instructions on how to complete the Fidelity Brokerage Services Self-Employed 401(k) - Contribution Remittance Form online. By following these steps, you can ensure accurate and timely contributions to your 401(k) plan.
Follow the steps to complete your contribution remittance form accurately.
- Click ‘Get Form’ button to obtain the form and open it in the editing interface.
- Begin by filling in the employer information section. Provide the employer name, tax ID number, plan administrator name, daytime phone number, and extension if applicable.
- Next, move to the contribution information section. Input the employee's name and Fidelity account number. Fill in the contributions for the current year and prior year under the respective categories: Employee 401(k) Contribution and Employer Profit Sharing Contribution.
- Ensure you accurately allocate contributions and take note of contribution limits for each account. Use CAPITAL letters and black ink if you are completing a printed version.
- In the authorization section, print the name of the plan administrator or employer, sign the form, and include the date. By signing, you acknowledge compliance with applicable limits and responsibilities.
- Finally, save your changes. You can download, print, or share the form as needed.
Complete your contribution remittance form online today to ensure your retirement savings are on track.
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