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PLEASE RETURN TO Fidelity InvestmentsWorkplace Savings Plan Contribution Form 403(b) Plan Instructions: Use this Workplace Savings form if you wish your employer to deduct a percentage of pay from

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How to fill out special tax notice fidelity

01

To fill out the special tax notice fidelity, follow these steps:

02

Obtain the special tax notice fidelity form from Fidelity or the relevant authority.

03

Read the instructions provided with the form carefully.

04

Fill in your personal information, including your name, address, and Social Security number.

05

Specify the type of retirement plan in which you participate.

06

Indicate the reason for filling out the form, such as distribution, rollover, or withdrawal.

07

Provide information about the payment or distribution you wish to make.

08

Sign and date the form.

09

Keep a copy of the filled-out form for your records and submit the original form to the appropriate authority.

Who needs special tax notice fidelity?

01

Anyone who participates in a retirement plan and wishes to make a payment, distribution, rollover, or withdrawal may need to fill out the special tax notice fidelity form. This includes individuals who have a 401(k), 403(b), or similar retirement account with Fidelity or any other financial institution.

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What is special tax notice fidelity?

Special tax notice fidelity is a document provided by the IRS to inform retirement plan participants of their rights and obligations regarding their plan.

Who is required to file special tax notice fidelity?

Employers and plan administrators are required to provide special tax notice fidelity to participants in retirement plans.

How to fill out special tax notice fidelity?

Special tax notice fidelity can be filled out by following the instructions provided by the IRS and by accurately reporting the necessary information.

What is the purpose of special tax notice fidelity?

The purpose of special tax notice fidelity is to ensure that retirement plan participants are aware of their rights and responsibilities under the tax code.

What information must be reported on special tax notice fidelity?

Special tax notice fidelity must include information about contributions, distributions, and tax implications of the retirement plan.

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