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How do I fill this out?
To fill out this form, begin by providing your Employer Name and Plan Identification Number at the top. Next, allocate your contributions for each Plan Participant account accurately. Lastly, ensure all required fields are completed before submission.
How to fill out the Fidelity Investment-Only Retirement Account Form?
1
Gather all necessary information about your retirement account.
2
Fill out the Plan and Trust Information section.
3
Indicate how to allocate contributions for each Plan Participant account.
4
Double-check all entries to ensure accuracy.
5
Submit the completed form by using the provided mailing address.
Who needs the Fidelity Investment-Only Retirement Account Form?
1
Employers managing retirement accounts for their employees.
2
Plan participants looking to allocate contributions to their accounts.
3
Financial advisors assisting clients with retirement plans.
4
Individuals in charge of their own investment accounts.
5
Accountants managing clients’ financial records.
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What are the instructions for submitting this form?
To submit this form, mail it to Fidelity Investments at the address provided in the form. For regular mail, use P.O. Box 770001, Cincinnati, OH 45277-0048. For overnight mail, send it to 100 Crosby Parkway, KC1H, Covington, KY 41015. Ensure all required fields are completed before sending. It's essential to confirm that the information is accurate to avoid processing delays.
What are the important dates for this form in 2024 and 2025?
Important dates for this form may vary by fund policies. It is crucial to check for any deadlines related to contributions and fund allocations. Ensure you are aware of any important fiscal dates for 2024 and 2025 to stay compliant.
What is the purpose of this form?
The purpose of this form is to allow individuals to allocate their contributions to their Fidelity Investment-Only Retirement Accounts. It ensures that all investments are properly designated and compliant with retirement fund regulations. Properly filling out this form supports effective asset management for retirement.
Tell me about this form and its components and fields line-by-line.
- 1. Employer Name: The name of the employer managing the retirement plan.
- 2. Plan Tax Identification Number: Tax identification number associated with the retirement plan.
- 3. Trustee Name: Name of the official managing the retirement funds.
- 4. Plan Participant Name: Name of the individual contributing to the retirement account.
- 5. Fidelity Fund Name or Symbol: Specific mutual fund being targeted for investment.
- 6. Amounts: The dollar amount being allocated to each account or fund.
What happens if I fail to submit this form?
Failure to submit this form may lead to delays in processing your contributions. Any unallocated funds could remain idle and not earn investment returns. To avoid issues, ensure timely and accurate submission of your form.
- Delayed Contributions: Contributions may not be processed until the form is correctly submitted.
- Missed Investment Opportunities: Funds may miss out on potential earnings if allocations are not made.
- Compliance Issues: Incorrect completion may lead to complications with regulatory oversight.
How do I know when to use this form?
- 1. Allocating Contributions: This form is essential for directing where contributions should be invested.
- 2. Updating Account Information: Use this form to update existing account details or participant information.
- 3. Initiating Investments: It's required when new mutual funds are to be purchased using retirement assets.
Frequently Asked Questions
How do I submit this form?
You can submit the form by mailing it to the designated Fidelity address provided in the instructions.
Can I edit the PDF before submission?
Yes, you can easily edit the PDF on PrintFriendly before submitting it.
What should I do if I make a mistake on the form?
If you make a mistake, simply edit the PDF and correct the entry prior to submission.
Is there a customer support number if I have questions?
Yes, you can call 1-800-544-5373 for assistance regarding your form.
What types of accounts does this form apply to?
This form specifically applies to Fidelity Investment-Only Retirement Accounts.
Do I need to fill out all the fields on the form?
Yes, ensure all required fields are filled out accurately to avoid delays.
How do I know if my investment is eligible?
Check the mutual fund eligibility and minimum investment requirements as outlined in the prospectus.
Can I submit this form online?
Currently, this form must be mailed to Fidelity as online submission is not available.
Where can I find more information about the funds?
You can visit Fidelity.com or contact a representative for details about the funds.
What happens after I submit the form?
After submission, the contributions will be allocated as specified in your form.
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