Fidelity 529 employer direct deposit form 2026

1. Click ‘Get Form’ to open the fidelity 529 employer direct deposit form in the editor.
2. In Section 1, enter your name and Social Security or Tax ID number. This information is crucial for identifying your account.
3. Proceed to Section 2 and fill in your employer’s name and address details. Ensure accuracy to avoid any processing delays.
4. In Section 3, choose whether you want to invest your total net pay or a specific dollar amount (minimum $15 monthly). Make sure to check with your employer regarding partial payments.
5. Sign and date the authorization section at the bottom of Section 3. This confirms your consent for direct deposits into your 529 College Savings Plan Account.
6. Once completed, submit the form to your payroll department. Remember, do not return this form to Fidelity; it must be processed by your employer.

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