Fidelity solo 401k contribution form 2026

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  1. Click ‘Get Form’ to open the Fidelity Solo 401(k) Contribution Remittance Form in the editor.
  2. Begin by filling out the Employer Information section. Enter your business name, Employer Tax I.D. Number, and contact details including the business phone number and address.
  3. Next, move to the Contribution Information section. Here, input the Employee Name and Fidelity Account Number. Specify the amounts for Employee 401(k) Contributions and Employer Profit Sharing Contributions for both Current Year (CYP) and Prior Year (PYP). Ensure that you calculate the Total Contribution accurately.
  4. In the Authorization section, read through the compliance statement carefully. Sign and date the form as a Plan Administrator or Employer to authorize Fidelity to process your contributions.
  5. Finally, save your completed form for your records and mail it along with your check to Fidelity Investments at the provided address.

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