Get Fidelity Defined Contribution Retirement Plan — 401(k) Salary Reduction Agreement 2016-2026

This guide is designed to assist users in completing the Fidelity Defined Contribution Retirement Plan — 401(k) Salary Reduction Agreement online. Follow these clear steps to ensure you accurately fill out the form for salary deferrals to your retirement account.

Follow the steps to fill out your 401(k) salary reduction agreement online

1. Use the 'Get Form' button to obtain the form and open it in your chosen document editor.
2. In the Employee Information section, provide your full name, Social Security number, street address, city, state or province, zip or postal code, and your employer's name.
3. In the Salary Reduction Election section, decide whether to authorize a percentage or dollar amount for your salary deferral. Enter either the percentage of your pay or the dollar amount for a one-time contribution.
4. Indicate the maximum amount for salary reduction contributions in the Maximum Salary Reduction section, and ensure your entries comply with annual limits set for the tax year applicable.
5. Specify the date your salary reduction contributions are intended to begin in the Date Salary Reduction Begins section. This date must be on or after the signing date of the form.
6. In the Duration of Election section, confirm your understanding that this agreement remains effective until you provide a new agreement or request to end contributions. Print your name, sign, and date the form.
7. After completing the form, ensure you save your changes. You can then download, print, or share the completed form as needed.

Complete your Fidelity Defined Contribution Retirement Plan — 401(k) Salary Reduction Agreement online today.