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Fidelity self employed 401k 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by filling out the Employer Information section. Enter your Company Name, Tax ID Number, Plan Administrator, and Daytime Phone with Extension.
- Next, move to the Contribution Information section. Input the Employee Name and Fidelity Account Number. Specify the amounts for Employee 401(k) Contribution and Employer Profit Sharing for both Current Year and Prior Year contributions.
- In the Authorization section, ensure you read the terms carefully. Print your name, sign, and date the form to authorize Fidelity to process your contributions as indicated.
- Review all entries for accuracy before saving your completed form. If needed, make a copy for your records.
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