Forms

Fidelity 401k Forms

Looking for a Fidelity 401k form?  Look no further!

Loans and Hardship Withdrawals

You will need to sign into your 401(K) account on Fidelity, www.401k.com. Once signed in, click on the Quick Links menu and select Loans and Withdrawals. (Note, check out the Important Information about your Withdrawal before applying for a loan or withdrawal.) From there you will see the option to View Available Loans and Withdrawals. This will walk you through the process electronically.

If you get stuck, you can call 800-343-3548 to talk to a representative. Our group number in case you need it is, 83096.


Rollover to Fidelity from a Previous Employer

You will need to sign into your 401(K) account on Fidelity, www.401k.com. Once signed in, click on the Quick Links menu and select Rollovers. From there you will see the option to Roll Over to a Fidelity IRA. This will walk you through the process electronically.

If you get stuck, you can call 800-343-3548 to talk to a representative. Our group number in case you need it is, 83096.

If you need more information about 401k Rollovers, please refer to our Rollover Instructions.

 

401(K) Bonus Deduction

If you would like to have amounts from your bonus checks be put into your 401(K) you will need to complete a 401(K) bonus deduction form and submit to Payroll via email to, PayrollServiceRequest@drivetime.com. You will still be subject to all 401(K) annual contribution limits. You can start or stop this election at anytime. (Please note it will take approximately one pay period for adjustments to be effective.)

401(K) Bonus Deduction Form