Contact fidelity 401k

• How do I contact fidelity if I don't know my plan type?

  Please contact Fidelity at 1-800-343-0860 or for the hearing impaired dial 711 if you do not know your plan type. Plan Number:Please provide the plan number if you have multiple retirement plan accounts with Fidelity. Please contact Fidelity at 1-800-343-0860 or for the hearing impaired dial 711 to obtain the plan number. 022380001 5.

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• How do I create a trusted contact for my fidelity account?

  Go to Fidelity.com/trustedcontact or call 800-343-3548. Use this form to designate a primary and alternate trusted contact, that is 18 years or older, for your Fidelity account(s). Do NOT use this form for charitable giving accounts or workplace retirement plans, such as a 401(k). Type on screen or fill in using CAPITAL letters and black ink.

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• How do I contact a fidelity retirement professional?

  Please call a Fidelity retirement professional at 800-544-5373. Brokerage services are provided by Fidelity Brokerage Services LLC. Custody and other services are provided by National Financial Services LLC. Both are Fidelity Investments companies and members of NYSE and SIPC. 2023 FMR LLC. All rights reserved. 441123.15.0 (01/23) Questions?

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• How do I consolidate multiple employer-sponsored retirement accounts at Fidelity?

  You may also use this form to consolidate multiple employer-sponsored retirement accounts currently at Fidelity. If you do not have a retirement account with Fidelity, you must also complete an Account Application/Enrollment Form or, when available, enroll online at netbenefits.com/atwork.

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• [PDF File]New Fidelity Account Application | Retirement Plan Account

  https://info.5y1.org/contact-fidelity-401k_1_eb089f.html

  Please call a Fidelity retirement professional at 800-544-5373. New Fidelity Account® — Retirement Plan Account Complete this application to establish a Fidelity Retirement Plan account. This includes: • Fidelity Self-employed 401(k) Plan Account • Fidelity Profit Sharing Plan Account • Fidelity Money Purchase Plan Account

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• [PDF File]Transfer/Rollover/Exchange Form Instructions

  https://info.5y1.org/contact-fidelity-401k_1_ba3a86.html

  Please contact Fidelity at 1-800-343-0860 or for the hearing impaired dial 711 if you do not know your plan type. Plan Number: Please provide the plan number if you have multiple retirement plan accounts with Fidelity. Please contact Fidelity at 1-800-343-0860 or for the hearing impaired dial 711 to obtain the plan number. 022380001

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• [PDF File]Self-Employed 401(k) Plan Return of ... - Fidelity Investments

  https://info.5y1.org/contact-fidelity-401k_1_48a026.html

  Questions? Go to Fidelity.com/se401k or call 800-544-5373. Self-Employed 401(k) Plan Return of Excess Contribution Request Use this form to request a return of an excess deferral contribution made to your Self-employed 401(k) account.

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• [PDF File]Fidelity Advisor Client Services Contact Information

  https://info.5y1.org/contact-fidelity-401k_1_d29621.html

  Rates How to register: Investment Professional: For access to forms and literature please contact a Fidelity Representative for assistance. Shareholder: For access to your account online, you may self-register or call a representative at 877-208-0098.

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• [PDF File]Call 1-800-835-5097 Return of Excess Contributions (ROE)

  https://info.5y1.org/contact-fidelity-401k_1_9be2a7.html

  Call 1-800-835-5097. Return of Excess Contributions (ROE) Use this form to request an ROE from a workplace retirement plan. Fill in by hand using CAPITAL letters and black ink, or on screen (if PDF). Helpful To Know There are two types of participant ROE requests: 402(g) Excess Deferral

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• [PDF File]NAF 401(k) Information and Points of Contact - DCPAS

  https://info.5y1.org/contact-fidelity-401k_1_7683c3.html

  Fidelity. To change address, please contact or e-mail: Maria Massey 703-432-0419; maria.massey@usmc-Employee must call Fidelity @ 1-800-890-4015 or log onto www.401k.com to make changes to their beneficiaries. No changes are required at the time of APF in-processing. There are no forms to be completed. The APF HRO does not need to retain any

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