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Get Fidelity Loan Payoff Form
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How to fill out the Fidelity Loan Payoff Form online
Filling out the Fidelity Loan Payoff Form is an essential step to ensure your loan is paid off correctly and efficiently. This guide provides clear, step-by-step instructions on how to complete the form online, catering to users at all experience levels.
Follow the steps to complete your loan payoff form effectively.
- Click ‘Get Form’ button to obtain the Fidelity Loan Payoff Form and open it in your preferred editor.
- Enter the required company name: Wisconsin Energy Corporation in the designated field.
- Fill in the plan number as 90200 in the appropriate section.
- Provide the current date in the specified field.
- Input your name in the participant name section, ensuring it matches the name on your loan account.
- Fill out your address in the address field, including city, state, and zip code.
- Include your telephone number with area code, ensuring it is up to date for any follow-up communications.
- Enter your social security number in the provided box, ensuring accuracy to avoid potential issues.
- Input your loan ID number which you can obtain by calling 1-800-298-4015.
- Specify the loan payoff amount you are submitting on this form.
- Once the form is filled out, prepare a certified check or money order made payable to FIIOC and staple it to your completed form.
- Mail the form and payment according to your preferred method: use regular mail to Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0018, or for overnight delivery to Core Market Operations (KC1F-C), Fidelity Investments, 100 Crosby Parkway, Covington, KY 41015.
- For any questions, contact a telephone representative at 1-800-298-4015 if further assistance is needed.
- Review your entries before finalizing. Save changes, download a copy, print it, or share the form as needed.
Complete your Fidelity Loan Payoff Form online today for a hassle-free payoff experience.
To obtain your 1099-R form from Fidelity, simply log into your account and head over to the tax documents section. You will find the 1099-R available for downloading. If you face any challenges in retrieving your documents, platforms like uslegalforms are available to assist you in getting the exact forms you need.
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