Needed for W-9 filing? A: Fidelity is required to file a W-9 by filing with the SEC. If you do not file one today, you risk losing your investment account. Q4: Am I already listed on your investment website? A: Yes, you are listed if you are applying for an IRA, 401k or 457. Q5: If all is well, I should receive my W-9 in a few days, what should I do? A: You have until February 24, 2015, to receive your W-9. If you do not receive your W-9 by the specified due date, please call your CPA firm and inform them what you were doing during this time. Q6: Should my clients be concerned about what their broker is doing for them? A: If a broker is making changes to their clients' accounts, and they are not being notified, then, your account is in danger. For more information on what your broker is doing for you, please review the following link: Q7: How much does it cost to process an IRA application without a W-9? A: A 50 fee is required for every completed online or phone application. The fee is in addition to your application fee of 125 plus the 25 filing fee if a paper application is done. To complete an application without a W-9, you will have to provide two documents; a completed copy of this website/phone/mailing list and a copy of your signed form. These can be mailed directly to Fidelity or be faxed to 401(26. The fee for complete paper applications is 75 plus 25 filing fee + 25 if your application fee can be waived by Fidelity. Q8: I don't see any action on my online account. What should I do? A: Please be patient with the system. We understand your online application has been on hold for a long time, and as much as we want to get started, we can't. If you are a or citizen looking to register for an IRA or for a pension at your Fidelity account, there are some steps you can take to speed up the process. First, please contact a CPA. You can find your nearest CPA firm to find the right one for your needs.
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ESPN Frequently Asked Questions Q1: What do I need to do to activate my account? A: Visit net benefits.fidelity.com to activate your account. You can also call a Fidelity Stock Plan Services Representative
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