Fidelity Self Employed 401 K Form – Fill Out and Use This PDF

The Fidelity Self Employed 401(k) form serves as a vital tool for individuals managing their own retirement savings. It facilitates the submission of contribution deposits into Fidelity Self-Employed 401(k) Plan accounts, streamlining the process for busy self-employed professionals. By following the instructions provided, including filling out employer and contribution information and ensuring compliance with applicable contribution limits, users can effectively manage their retirement savings. Click the button below to start filling out your form today.

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Fidelity Self Employed 401 K Form PDF Details

The complexities of managing a retirement plan for those who navigate the realm of self-employment can be daunting, yet the Fidelity Self-Employed 401(k) Contribution Remittance Form provides a structured pathway to contributing towards one’s future financial security. Intended for the seamless submission of contribution deposits into Fidelity Self-Employed 401(k) Plan accounts, this form is designed with simplicity in mind, allowing for both electronic and manual entries in clear, CAPITAL letters using black ink, and offering the option to replicate the form should additional space be required. Each submission entails the allocation of funds to either Employee 401(k) or Employer Profit Sharing Contributions, ensuring contributors meet applicable limits, a crucial step underscored by Fidelity’s guidance. Beyond its primary function, the form serves as a bridge to further account management, where participants can actively engage with their investments. Adherence to contribution types and deadlines is mandatory, with Fidelity facilitating the deposits as instructed, yet emphasizing the responsibility of contributors to accurately earmark their contributions. Detailed within the document is also the procedural aspect of mailing, providing options for both regular and overnight deliveries, thereby catering to the diverse needs of self-employed individuals seeking to optimize their retirement savings strategies through Fidelity Investments. This form represents not only a methodical approach to financial planning but also reflects the intricacies of managing retirement contributions in the unique context of self-employment.

Question	Answer
Form Name	Fidelity Self Employed 401 K Form
Form Length	1 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	15 sec
Other names	fidelity self employed 401k contribution form, fidelity 401 k remittance form, fidelity solo 401k calculator, fidelity self employed 401k contribution remittance form

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Questions? Go to Fidelity.com/smallbusiness or call 800-343-3548.

Self-Employed 401(k) — Contribution Remittance Form

Use this form to submit contribution deposits to your Fidelity Self-Employed 401(k) Plan account(s). Type on screen or fill in using CAPITAL letters and black ink. If you need more room for information, make a copy of this form.

Make check(s) payable to Fidelity Investments and mail to:

•Regular mail: Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0003

•Overnight mail: Fidelity Investments, 100 Crosby Parkway, KC1H, Covington, KY 41015

Helpful to Know

• Be sure to indicate below how to allocate contributions for each	limits are not exceeded. Refer to Fidelity.com/smallbusiness for
plan participant to the applicable contribution sources: Employee	applicable limits.
401(k) and/or Employer Profit Sharing Contributions.	• Contributions will be deposited in each participant’s core

• If we are unable to allocate contributions to the sources	account. Participants can place a trade in their account by going
indicated, we will deposit them as Employer Profit Sharing	to Fidelity.com or by calling Fidelity.
Contributions, and will then contact you on how to resolve them.	• Please keep a copy of your completed contribution remittance

• Note: It is your responsibility to separately account for each of the	form for your records.
two different contribution types to ensure that applicable annual

1. Employer Information

Employer Name (i.e., Company Name)

Employer Tax ID Number

Plan Administrator

Daytime Phone

Extension

2.Contribution Information All deposits may be subject to a four-business-day clearing period.

Employee Name	Fidelity Account Number	Employee 401(k) Contribution		Employer Profit Sharing		Total Contribution
				Contribution (CCR)*
		Current Year (CYP)	Prior Year (PYP)	Contribution (CCR)*
		$	$	$		$ 0.00

		$	$	$		$ 0.00

		$	$	$		$ 0.00

*To the extent applicable, include any safe harbor nonelective contributions.					Total $ 0.00

3. Authorization

By signing below, you:

•Understand that you are required to comply with applicable contribution limits and deadlines.

•Hereby authorize Fidelity Brokerage Services LLC (“Fidelity”) to deposit the dollar amounts to the designated account(s), as instructed above.

•Understand that it is your responsibility to allocate contributions to the appropriate employee and contribution source correctly. Failure to clearly designate a contribution type may result in the entire check being returned to you for further instructions, for which Fidelity will not be responsible for delay(s) in contributions.

•Agree to fully indemnify and hold Fidelity and its affiliates harmless for any liability that may arise from Fidelity acting upon your instructions.

PRINT PLAN ADMINISTRATOR OR EMPLOYER NAME

PLAN ADMINISTRATOR OR EMPLOYER SIGNATURE

SIGN	X

DATE MM/DD/YYYY

On this form, “Fidelity” means Fidelity Brokerage Services LLC and its affiliates. Brokerage services are provided by Fidelity Brokerage Services LLC, Member NYSE, SIPC. 390265.5.0 (06/17)

1.785683.106

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How to Edit Fidelity Self Employed 401 K Form Online for Free

The PDF editor can make filling in files stress-free. It is extremely effortless to change the [FORMNAME] file. Keep up with all of these steps in an attempt to do it:

Step 1: On the following web page, click the orange "Get form now" button.

Step 2: When you have accessed the fidelity self employed 401k contribution form editing page you can discover the different options you may perform relating to your file from the upper menu.

The PDF file you are going to prepare will consist of the next segments:

fidelity 401k contribution form gaps to fill out

Complete the Plan Administrator, Daytime Phone, Extension, Contribution Information All, Employee Name, Fidelity Account Number, Employee k Contribution, Current Year CYP Prior Year PYP, Employer Profit Sharing, Total Contribution, To the extent applicable include, Total, Authorization, By signing below you Understand, and comply with applicable areas with any details that can be asked by the program.

Filling in fidelity 401k contribution form step 2

The program will ask you to write certain relevant information to easily fill in the area PRINT PLAN ADMINISTRATOR OR, PLAN ADMINISTRATOR OR EMPLOYER, DATE MMDDYYYY, N X, I S, On this form Fidelity means, and Page of.

Finishing fidelity 401k contribution form stage 3

Step 3: Click the button "Done". Your PDF document may be transferred. It is possible to upload it to your device or send it by email.

Step 4: To prevent probable future problems, you should hold at least several copies of each separate form.

Fidelity Self Employed 401 K Form – Fill Out and Use This PDF

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