Annual 401(k) statement
How to create an annual 401(k) statement:
1) Logon on Fidelity NetBenefits.
2) At the left, chose “Online Statement”.
3) Select “Custom Date Range” and fill in the appropriate dates (“12/31/2006″ and “12/31/2007″).
4) Print to PDF and upload file to our client website (secure) or send via email (insecure).
- If you cannot print to PDF, print it and fax to (650) 989-4089.
- If you cannot fax it, just copy the section under “Your Account Summary” into a message in our client website (secure) or send via email (insecure), including the “Personal Rate of Return”.