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[DOC File]A GLOSSARY OF CREDIT UNION TERMS
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401(k) Plan An employer-sponsored savings plan that allows participants to voluntarily set aside part of each paycheck, on a pre-tax basis, for retirement. - A - Abstract of Title A summary of the successive …
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[DOC File]AUTHORIZATION FOR RELEASE OF FINANCIAL RECORDS
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TO: Custodian of Records. RE: DATE OF BIRTH: SOCIAL SECURITY NUMBER: You are hereby authorized to furnish to the law firm of , and their duly authorized representatives, copies of any and all …
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[DOC File]Employee Orientation Guide
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401K Plan Select "Access Fidelity" to view your 401(k) account. Fidelity Retirement Benefits Hotline: 1-800-835-5098 Administaff 401(k) Hotline: 1-800-242-8893 ext. 3201. Financial Services Here you will …
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[DOC File]ExcelSHE » Free Business and Personal Templates, Letters ...
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Name Fidelity Account Number Daytime Phone Extension 2. Deposit Information Deposit Type: Nonretirement Current Year: Traditional IRA, Direct Corporate Rollover Cash Management Account Roth IRA, or HSA (e.g., 401(k…
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[DOCX File]Model Summary Annual Report Notice (Plan ... - DOL
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If you are unable to obtain or examine copies of the regulated financial institution statements or evidence of the fidelity bond, you may contact the regional office of the U.S. Department of Labor's Employee …
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[DOC File]Exhibit 5-3: Acceptable Forms of Verification
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For a fee, additional information can be obtained from The Work Number 800-996-7556; First American Registry 800-999-0350; and Verifax 800-969-5100. Fees are valid project expenses. Information does …
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[DOC File]AMFI - Pitt County Schools
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Below is the list of approved TSA providers for Pitt County Schools. For enrollments please contact the representative of the company listed below. For all changes, or any other action, please contact the third party administrator for Pitt County Schools, which is TSA Consulting Group, at phone number 1-888-796-3786, or fax number …
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[DOC File]SUMMARY PLAN DESCRIPTION
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Fidelity Investments Contact Information. Fidelity Investments is the recordkeeper of your Plan. To view your Account, make changes to investments, or perform transactions, please use the contact information below, all telephone calls will be recorded for quality. Phone number…
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[DOC File]CINGULAR EMPLOYEES
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FIDELITY (401k enrollment) 1-877-421-5225. www.Fidelity.com. United Health Care (Medial) 1-866-501-3068 ... your name, address, telephone number, date of birth, Social Security number, nature of absence, job location, your healthcare provider’s name and phone number…
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[DOC File]Sample Participant Notice - Capital Group
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The expense ratio for American Funds 2065 Target Date Retirement Fund is estimated. The investment adviser is currently reimbursing a portion of other expenses for American Funds 2065 Target Date …
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Fidelity 401 k phone number