Fidelity loan 401 a plan 2026

1. Click ‘Get Form’ to open the Fidelity Loan Application in the editor.
2. Begin by filling out the EMPLOYEE DATA section. Enter your name, mailing address, social security number, and contact information. Ensure that your marital status is accurately checked and provide supporting documentation if necessary.
3. In the LOAN DETAILS section, confirm your eligibility and indicate any outstanding loans with other USC vendors. Specify whether you are applying for the maximum loan amount or a specific dollar amount.
4. Select how you would like to receive payment and specify the loan duration. Make sure to review the interest rate and fees associated with your loan.
5. Complete the SPOUSAL CONSENT section if applicable, ensuring that it is signed by a notary or plan representative.
6. Finally, sign the PAYMENT AGREEMENT to authorize payroll deductions for repayments. Submit your completed application to the USC Office of Benefits Administration as instructed.

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