I don’t participate in the Student Debt 401(k) Match Program, but I’d like to start. What do I need to do?
To get started, you must enroll on Fidelity’s website and upload your student loan payment information. Your loan will qualify for the program from the day you enroll. You will be required to visit Fidelity’s website to provide documentation for any loan payments you want considered. This documentation must be loaded by the end of each year to receive the match.
How do I upload my student loan payment information in Fidelity?
Log in to your student loan servicer’s website and download your student loan statements for each month. Then, log in to Fidelity and go to your Student Loan Dashboard. Select View Payments to upload your statements and input the date of each payment. You must do this individually for each payment.
Once you’ve added all student loan payments, click Submit. At the end of each year, please ensure that your student loan payment information for the entire year is uploaded in Fidelity so that you receive the full Workday 401(k) match for those payments.