Get Fidelity Defined Contribution Retirement Plan — 401(k) Salary Reduction Agreement 2017-2026

Filling out the Fidelity Defined Contribution Retirement Plan — 401(k) Salary Reduction Agreement online can seem daunting, but with the right guidance, it becomes a straightforward process. This guide will help you navigate each component of the form with clear instructions, ensuring that you accurately complete your salary reduction agreement.

Follow the steps to complete the form effectively.

1. Press the ‘Get Form’ button to access the document and open it in your chosen online editor.
2. Begin with the Employee Information section. Provide your full name, Social Security number, street address, city, state or province, zip or postal code, and employer name.
3. Move to the Salary Reduction Election. Here, indicate the percentage or dollar amount you wish to have withheld from your pay each pay period for your salary reduction contribution. Fill in either the percentage of your pay or a one-time deferral contribution amount.
4. Next, check the Maximum Salary Reduction. Ensure your chosen contribution does not exceed the applicable annual deferral amount for the current tax year.
5. Select the date when your salary reduction contributions will begin. This date must be on or after the date you sign the agreement.
6. In the Duration of Election section, read the statement that indicates this agreement replaces any earlier agreement. By signing, you agree to its terms, and it will remain in effect until you submit a new agreement or request to end contributions.
7. Finally, print your name, sign the document, and insert the date for your signature. After completing all sections, ensure to save your changes. You may download, print, or share the completed form as needed.

Start completing your form online today!