Get Fidelity Brokerage Services Self-employed 401(k) - Contribution Remittance Form 2017-2025

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.

1. Click ‘Get Form’ button to obtain the form and open it in the editing interface.
2. 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.
3. 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.
4. 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.
5. 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.
6. 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.