401(k) Plan Fees and Expenses
To access your Plan account with Fidelity make any changes to your investment options
401(k) Plan
Prospectuses may be obtained by calling the Fidelity Retirement Benefits Line at (800) 354-. 7121 or by accessing www.fidelity.com/atwork. For additional
Your Opportunity to Enroll in the Laboratory Corporation of America
Dec 23 2016 For additional information about the DCP
401(k): Salem Health Retirement Plan
If you have used NetBenefits with a previous employer or have a personal account with Fidelity
How to enroll in the Marshfield Clinic Salary Reduction 401(k) Plan
Step 1: Log in to Fidelity NetBenefits® at www.netbenefits.com/atwork. • If you are a current Fidelity customer or already have a NetBenefits® username and
One-Time Withdrawal — Defined Contribution Retirement Plan
Use this form to request a one-time withdrawal from a Fidelity Self-Employed 401(k) Profit Sharing
Your Online User Guide
You will need to designate your beneficiaries with your chosen. Retirement Provider. For Fidelity accounts: Log in to your account at www.netbenefits.com/.
401(k) Loans and Withdrawals
• Ability to borrow money from your 401(k) account with the agreement to pay it o If you have a prior Fidelity login use the same login o Look for the ...
Fidelity
Use this form to submit contribution deposits to your Fidelity Self-Employed 401(k) Plan account(s). Type on screen or fill in using.
Fidelity
Helpful To Know. • You must already be an owner or an authorized individual (trustee custodian
Understanding Your Retirement Benefit Service
Disney 401(k) Plan Disney Retirement Plan simply log on to Fidelity's NetBenefits website from the NetBenefits link on Disney Add It Up! Online ...
401(k): Salem Health Retirement Plan
A 401(k) plan is established by an employer under which employees can elect to or have a personal account with Fidelity you can use the same login.
Selling Shares in Your Fidelity Account®
Log in to Fidelity NetBenefits® · and on the Stock Plan Summary · page
How to enroll in the Marshfield Clinic Salary Reduction 401(k) Plan
Step 1: Log in to Fidelity NetBenefits® at www.netbenefits.com/atwork. • If you are a current Fidelity customer or already have a NetBenefits® username and
Fidelity
If your statements show accounts of other owners ALL of those owners must sign this form. To “unbundle” a statement group
Fidelity
Use this form to add or change the beneficiaries of your Fidelity Self-Employed 401(k) Profit Sharing
Download the NetBenefits® mobile app.
See how much you may need in retirement and get your Fidelity. Retirement ScoreSM. LEARN. Access articles videos
Distribution — Financial Hardship
over) find the appropriate forms at fidelity.com/atwork. To confirm or add new EFT information to your retirement plan account login to NetBenefits.
Fidelity
If you are unsatisfied with your image click
Fidelity Youth Account: Frequently Asked Questions
only a 401(k) participant)? associated with the account the parent/guardian Fidelity login credentials will ... new account number / login credentials.
1.926101.102Page 1 of 2025830101
Address Change
Use this form to
update the address or phone of an owner or authorized individual. Type on screen or fill in using CAPITAL letters and
black ink. If you need more room for check requests, make a copy of the relevant page.Helpful To Know
You must already be an owner or an authorized
individual (trustee, custodian, etc.) in order to change an address on an account. If your statements show accounts of other owners, ALL of those owners must sign this form. To "unbundle" a statement group, contact Fidelity.• You can change your address at Fidelity.com/address and your combined statement address atFidelity.com/statement.
• To change your address on employer-sponsored accounts, call your plan sponsor or go toNetbenefits.fidelity.com.
To request duplicate statements, or to change the address for them, you must complete theDuplicate Statements
Request
form.1. Account Owner(s) Name
Additional Owner/Authorized Individual Name
2. Accounts Involved Change of address will be applied only to the account(s) indicated.
ALL accounts associated with:
Social Security or Taxpayer ID NumberSocial Security or Taxpayer ID NumberDo NOT update any Fidelity
life insurance contracts.ONLY on these accounts:
Account NumberAccount NumberAccount Number
Account NumberAccount NumberAccount NumberAccount NumberAccount NumberAccount Number
Do NOT update any Fidelity life insurance contracts.3. New Address of Owner(s) Legal/Residential Address This is your legal address used for tax reporting.Address
CityState/ProvinceZIP/Postal CodeCountryDaytime PhoneExtension Mailing Address This may be a PO Box, drop box, or c/o location.Same as legal/residential address
Address
CityState/ProvinceZIP/Postal CodeCountry
Louisiana Residents:
Consult a legal or tax
professional before changing address on joint accounts.If you check this
box, the address will remain unchanged on any accounts you do not identify here.Form continues on next page.
On this form, "Fidelity" means Fidelity Brokerage Services LLC and its affiliates. Brokerage services are
provided by Fidelity Brokerage Services LLC, Member NYSE, SIPC. 575108.5.0 (10/20)1.926101.102Page 2 of 2025830102
4. New Address of Additional Owner/Authorized Individual
Complete this section ONLY if a joint owner/authorized individual has a separate address. This individual must already be an owner or
authorized on the account.Additional Owner/Authorized Individual
Legal/Residential Address This is your legal address used for tax reporting.Address
CityState/ProvinceZIP/Postal CodeCountry
Daytime PhoneExtension
Mailing Address This may be a PO Box, drop box, or c/o location.Same as legal/residential address
Address
CityState/ProvinceZIP/Postal CodeCountry
5. Signatures and Dates
By signing below, you:
• Authorize Fidelity to act on all instructions given on this form. • Accept all terms and conditions described in this form. Certify that all information you provided is correct to the best of your knowledge.One owner signature is required unless you have a Mutual Fund Account (the account number begins with a 2 followed by two
letters), in which case all owners must sign.PRINT OWNER NAME
OWNER SIGNATURE
DATE SIGN X XPRINT OWNER/AUTHORIZED INDIVIDUAL NAME
OWNER/AUTHORIZED INDIVIDUAL SIGNATURE
DATE SIGN X XComplete and sign
Be sure to complete the
form and collect all signatures.Submit 1.Scan or take a digital photo of the ENTIRE form.
2. Visit Fidelity.com/upload to submit your files or photos.You will receive a confirmation of your updates.
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