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Get Fidelity Retirement Plan Information Form Instructions
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How to fill out the Fidelity Retirement Plan Information Form Instructions online
This guide provides comprehensive instructions for filling out the Fidelity Retirement Plan Information Form online. By following these steps, users can ensure that their information is accurately captured and submitted.
Follow the steps to complete the form accurately.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- In the Plan Information section, provide your Employer Identification Number (EIN), ensuring that you differentiate it from your Social Security number. Include the type of plan by selecting one of the options: Profit Sharing, Self-Employed 401(k), Money Purchase, or Paired Plan.
- In the Plan Administrator Information section, fill out the name, telephone number, and address of the Plan Administrator. Confirm whether the Plan Administrator is employed by your company and if they are a participant in the Fidelity Retirement Plan. Provide one of the Plan Administrator's Fidelity Retirement Plan account numbers if applicable.
- Complete the Participant Information section by listing all participants in the plan, including employer-participants. If there are additional participants, document their names, Social Security numbers, and account numbers on a separate sheet and attach it to the form.
- In the Employer Signature section, the employer must sign and date the form, certifying that all provided information is accurate.
- After completing the form, save any changes you made. You may also download, print, or share the form as needed.
Complete the Fidelity Retirement Plan Information Form online to ensure your information is submitted accurately.
Your check will arrive five to seven business days after your request is received by Fidelity. There is no fee to have a check sent, however if you need to liquidate any holdings, commissions or mutual fund fees, if any, still apply. Request a Check - Fidelity Investments Fidelity Investments https://.fidelity.com › content › withdrawal Fidelity Investments https://.fidelity.com › content › withdrawal
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