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Old 06-12-2006, 07:12 PM
kramer.newsreader@gmail.com
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Default Re: Phantom 401k

Thanks for the advice. Actually, it turned out that the plan wasn't a
401k at all. Fidelity is allowing her new employer to create an
account despite the existing account.

bo peep wrote:
- quote -

> kramer.newsreader[at]gmail.com wrote:
> > Aparently a small part time job that she had earlier set up an account
> > for her and didn't tell her that they had created that account, so she
> > doesn't have the login and password.

> Try https://rps.fidelity.com/ftgw/rps/RtlCust/ResetPIN/Init
> John Cowart


  #1  
Old 06-08-2006, 01:09 PM
bo peep
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Default Re: Phantom 401k

kramer.newsreader[at]gmail.com wrote:
- quote -

> Aparently a small part time job that she had earlier set up an account
> for her and didn't tell her that they had created that account, so she
> doesn't have the login and password.


Try https://rps.fidelity.com/ftgw/rps/RtlCust/ResetPIN/Init

John Cowart

 
Old 06-07-2006, 08:48 PM
Jennifer
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Default Re: Phantom 401k


kramer.newsreader[at]gmail.com wrote:

<snip> It turns out that there is an account with the same SS# at Fidelity.
- quote -

> Aparently a small part time job that she had earlier set up an account
> for her and didn't tell her that they had created that account, so she
> doesn't have the login and password. She has tried contacting her
> previous employer, but has been able to get in touch with anyone.
> Fidelity won't create a new account with that SS# and won't let her
> cancel the old account (which must have a $0 balance since she never
> contributed anything).
> Is there anything that we can do besides hope that we can get in touch
> with her former employer?


I've never dealt with Fidelity, but I did have a sort-of similar
situation with a different financial company where they used SSN as the
primary identifier, but they could only allow me to retrieve/update my
(forgotten) password via the email address I'd used to sign up, and
that email address was no longer valid. They had a couple of forms
that I had to fill out and have notarized, and then they were able to
give me access to the account again.

I would expect that Fidelity would have some similar process. I doubt
that your wife is the only person this has ever happened to

--
Jennifer

  #-1  
Old 06-07-2006, 07:19 PM
kramer.newsreader@gmail.com
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Posts: n/a
Default Phantom 401k

Hello.

Please forgive me if my question is somewaht naive.

My wife is trying to set up her 401k. It's her first real job.
Fidelity is the plan manager for my wife's company. The company was
not able to set up an account, so she called Fidelity.

It turns out that there is an account with the same SS# at Fidelity.
Aparently a small part time job that she had earlier set up an account
for her and didn't tell her that they had created that account, so she
doesn't have the login and password. She has tried contacting her
previous employer, but has been able to get in touch with anyone.
Fidelity won't create a new account with that SS# and won't let her
cancel the old account (which must have a $0 balance since she never
contributed anything).

Is there anything that we can do besides hope that we can get in touch
with her former employer?

 

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401k, phantom
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