Fidelity 401k forms 2026

1. Click ‘Get Form’ to open the fidelity 401k form in the editor.
2. Begin by filling in your personal information in Section 1, including your name, date of birth, and Social Security number. Ensure all entries are in CAPITAL letters using black ink.
3. In Section 2, list the employer and plan(s) involved. Only include plans sponsored by the employer named. If you have multiple employers, submit separate forms.
4. For Section 3, select the reason for your distribution. Make sure to check only one box that applies to your situation as required by federal tax law.
5. In Section 4, specify your rollover distribution request. You can choose to move all plan assets or customize your distribution by asset type and destination.
6. Complete Section 5 regarding tax withholding preferences. Indicate any federal or state withholding rates applicable to your situation.
7. If married, complete Section 7 for spouse’s consent, ensuring it is notarized or witnessed by a plan representative.
8. Finally, sign and date the form in Section 8. Review all sections for accuracy before submission.

Start using our platform today to easily fill out your fidelity 401k forms online for free!