Fidelity Investments Return of Excess Contributions (ROE) 2022-2025 free printable template
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Questions? Call 18008355097.Return of Excess Contributions (ROE) Use this form to request an ROE from a workplace retirement plan. Fill in by hand using CAPITAL letters and black ink, or on screen (if PDF).Helpful To Know There are two types of participant ROE requests: 402(g) Excess Deferral You contributed to one or more employers plans in the same year and your total contributions exceed the IRS 402(g) salary or Roth deferral contribution limit for the year. You MUST return
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