Fidelity Investments

Fidelity Investments Fidelity Investments was founded in 1946 by Edward C. Johnson 2d, as an investment management company. Fidelity Investments is now the largest privately-held mutual fund company in the country, with $1.3 trillion under management and 83.2 million customers worldwide as of March 31, 2009. Serving the unique needs of the Tax-Exempt Market since 1991, Fidelity is one of the nation's top providers of full-service 401(a), 401(k), 403(b) and 457(b) plans with over 16,000 plan sponsors and 14 million participants.

How To Open An Account and Begin Contributing

Employees may enroll in the plan online, by visiting You will enter your SSN and use Plan ID 50300 (for the 403b plan) or Plan ID 62512 (for the 457b plan) to get started. After updating your information, choose a Customer ID and PIN so that you can log on to Fidelity NetBenefits® and select your investment options. Once your account is established, you may submit a Salary Reduction/Deferral Agreement to MCPS to begin making contributions.

If you would rather use a paper form to enroll, you may use the application provided below and return it directly to Fidelity Investments. Once you receive confirmation from Fidelity that your account is open, you may provide MCPS with a completed Salary Reduction/Deferral Agreement to begin making contributions.

Product Offerings

Determine which Fidelity investments are right for you:

Forms and Documents

Current Forms and Investment Information


Changes in Personal Information

Performance Reports

Exchange Request

Loan Request

Distribution Requests (including hardships)

Contact Information
for This Vendor

Plan Numbers

403(b) Plan #50300
457(b) Plan #62512


Contact a Fidelity Planning and Guidance Consultant

8:00am - 9:00pm EST


(To discuss retirement planning needs and consolidation)

Glover Kebe

Fidelity Workplace Planning and Guidance Consultant
202-525-8973 (office)
972-910-5977 (fax)
FINRA Registration #4851806

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