Get the free Fidelity Enrollment Guide - Northeastern University - northeastern

Northeastern University 403(b) Plan No. 89948 Invest in your retirement and yourself today, with help from the Northeastern University 403(b) Plan and Fidelity. YOUR GUIDE TO GETTING STARTED Invest

How to fill out fidelity enrollment guide

1. Firstly, gather all the necessary information and documents needed to fill out the fidelity enrollment guide. This may include personal details, financial information, and any relevant beneficiary information.
2. Start by carefully reading and understanding the instructions provided in the fidelity enrollment guide. Familiarize yourself with the different sections and requirements.
3. Begin filling out the fidelity enrollment guide by providing the requested personal information, such as your name, address, date of birth, and social security number.
4. Proceed to the financial information section. This may require you to disclose your employment status, income details, and other related financial data.
5. If applicable, provide information about any existing investments or retirement accounts you may have with Fidelity or other financial institutions.
6. Review the beneficiary designation section. This is crucial as it determines who will receive your assets in the event of your passing. Make sure to accurately list the beneficiaries and their respective percentages or allocation.
7. Consider seeking assistance from a financial advisor or fiduciary if you need help understanding certain aspects or making informed decisions during the enrollment process.
8. Double-check all the information you have entered in the fidelity enrollment guide for accuracy and completeness. Ensure that you have signed and dated the form as required.
9. If there are any additional documents or forms requested, make sure to include them along with the completed fidelity enrollment guide.
10. Finally, submit the filled-out fidelity enrollment guide and any accompanying documents as instructed by Fidelity. Retain a copy for your records.

Who needs fidelity enrollment guide?

1. Individuals who are planning to open a new account with Fidelity or make changes to their existing accounts may need to fill out the fidelity enrollment guide.
2. Employees who have access to Fidelity retirement plans through their employers may also need to complete the fidelity enrollment guide as part of the enrollment process.
3. Individuals who are looking to designate beneficiaries for their Fidelity accounts or update existing beneficiary information may utilize the fidelity enrollment guide for this purpose.
4. Anyone who wants to ensure that their financial information and preferences are accurately documented with Fidelity may find the fidelity enrollment guide useful in maintaining their records.
5. It is recommended to consult with a financial advisor or fiduciary to determine if the fidelity enrollment guide is necessary based on individual circumstances and financial goals.

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What is fidelity enrollment guide?

The fidelity enrollment guide is a document that provides employees with information about their retirement plan options with Fidelity.

Who is required to file fidelity enrollment guide?

All employees who are eligible to participate in a retirement plan with Fidelity are required to file the fidelity enrollment guide.

How to fill out fidelity enrollment guide?

To fill out the fidelity enrollment guide, employees need to provide their personal information, investment choices, and beneficiary designations.

What is the purpose of fidelity enrollment guide?

The purpose of the fidelity enrollment guide is to help employees make informed decisions about their retirement plan options and investment choices.

What information must be reported on fidelity enrollment guide?

Employees must report their personal information, investment choices, and beneficiary designations on the fidelity enrollment guide.