If you used Fidelity investments for the self-directed solo 401k (aka non-prototype/investment only) brokerage account, please follow the steps outlined below when depositing the rollover check directly into the applicable solo 401k brokerage account.
1. In the memo section of the rollover check, write the Fidelity brokerage account number for the designated pre-tax brokerage account of the self-directed solo 401k.
2. On the back of the check sign your name.
After you sign, write, Trustee of “list the name of your self-directed solo 401k”
Then write For Deposit Only.
Then write the Fidelity brokerage account number for the self-directed solo 401k pre-tax designated brokerage account.
IMPORTANT Note: repeat the above if you also received a rollover/transfer check for Roth 401k former employer funds but make sure to reference the Roth self-directed solo 401k brokerage account instead of the pretax one so that the funds get deposited into the correct brokerage account.
3. Then mail the rollover check to Fidelity Investments using either the standard address or the overnight mailing address below:
Regular Mail
Fidelity Investments
P.O. Box 770001
Cincinnati, OH 45277-0048
Overnight Mail
Fidelity Investments
100 Crosby Parkway, KC1H
Covington, KY 41015
