
Fidelity Non Prototype Retirement Account Application Form


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Quick guide on how to complete fidelity non prototype retirement account application form
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People also ask
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What documents do I need to open a Fidelity account?
What's Needed to Open a Personal Account Name. Tax identification number. Valid government photo identification issued at least 30 days ago. Date of birth. Mailing and physical address (if different) Contact phone number. Mother's maiden name (for additional security) Citizenship/Residency status.
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What is a non-prototype account with Fidelity?
Our "Non-Prototype" or "Investment Only" plan allows self-employed individuals or small-business owners who have a separate plan established and would like to invest the plan assets at Fidelity.
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What is a prototype account?
A Prototype plan document is essentially a "ready-made" plan that's been pre-approved by the IRS. These plans are designed by financial institutions, insurance companies, or third-party administrators (TPAs) to provide a streamlined, cost-effective solution for employers[1].
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What is a prototype SEP IRA?
Under a SEP, an employer makes contributions directly to each Employee's Individual Retirement Account or Annuity (IRA). The IRA to which the employer contributes is referred to as a SEP IRA.
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What is a prototype retirement plan?
Prototype plan. A qualified retirement plan sponsored by a financial institution. It may be adopted by executing a written agreement. A prototype is generally more flexible than the IRS Form 5305 or 5305-A and may have additional special features. Also called a master pension plan.
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What is a prototype retirement account?
Prototype plan. A qualified retirement plan sponsored by a financial institution. It may be adopted by executing a written agreement. A prototype is generally more flexible than the IRS Form 5305 or 5305-A and may have additional special features. Also called a master pension plan.
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What are the three basic types of retirement accounts?
There are many kinds of IRAs including SIMPLE and SEP, both of which are IRA options designed with small business owners and their employees in mind. However, the most common IRAs for individuals are Traditional and Roth.
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What is the phone number for Fidelity non prototype?
Questions? Go to Fidelity.com/smallbusiness or call 800-343-3548. Use this form to request a one-time, immediate distribution from an Investment-Only Retirement Account (also known as the Fidelity Non-Prototype Account).
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