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Fidelity Investments 403(b) Beneficiary Designation 1. General instructions Please complete this form and sign it on the back. In the future, you may revoke the beneficiary designation and designate

To 5 p.m. (Central Time). If after reviewing the form, you do not think its contents are correct, contact us for further clarification at 1.866.818.2037. 2. Please list the following as your beneficiaries in order of preference: (1) Beneficiaries listed under your name. (2) Your spouse. (3) If you are filing this form separately with your tax returns, or if you want it mailed to a different address or different beneficiary, you can indicate the address or beneficiary for each. (4) Your children, and any other dependent children if you have any, listed under “other dependent children”. (5) If you have designated only your spouse as your beneficiary, you need not list beneficiaries under any other section of the Form 3106 as long as each beneficiary listed under your name is listed. Please see the information in “Other Disclaimers” below regarding your rights and duties with regard to this information. (6) If you have previously designated your spouse for the benefits of this plan, you must list him when listing your children. If you no longer do so, you need not list beneficiaries under any other section of the Form 3106. (7) If you designate beneficiaries with an asterisk (), the beneficiary of that beneficiary will be considered any member of the beneficiary list or a covered participant in the plan who will be eligible for benefits under this plan. (8) All other beneficiary listed on the Form 3106, other than beneficiaries with an asterisk (), must be listed in numerical order. To check the beneficiary names or place the names on the beneficiaries list, follow these steps: Visit. You may log on with your personal account by logging on through your work, school, or local library. Click on the “Plan” tab and choose “My Account.” Select “View My Summary” from the drop-down menu. Enter your personal information. A link to the beneficiary list and payment information will appear. Enter your beneficiary's name. If you are filing this form separately with your tax returns, you may use the following forms to send your Form 3106, if applicable. If not, follow the instructions for what to include with the Form 4868. Do not use Form 4868 to list beneficiaries of the Form 3106 because the beneficiary data will not be transferred to the Form 4868.

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What is 403b beneficiary designation?

403b beneficiary designation is a form that allows individuals to designate who will receive the assets in their 403b retirement account upon their death.

Who is required to file 403b beneficiary designation?

Individuals who have a 403b retirement account are required to file a beneficiary designation form.

How to fill out 403b beneficiary designation?

To fill out a 403b beneficiary designation form, you need to provide your personal information, such as name, date of birth, and contact details, and specify the beneficiaries who will receive the assets in your 403b account.

What is the purpose of 403b beneficiary designation?

The purpose of 403b beneficiary designation is to ensure that the assets in a person's 403b retirement account are distributed according to their wishes after their death.

What information must be reported on 403b beneficiary designation?

The 403b beneficiary designation form typically requires the individual to provide their personal information, including their name, date of birth, and contact details, as well as the names and relationship to the beneficiaries.

When is the deadline to file 403b beneficiary designation in 2023?

The deadline to file 403b beneficiary designation in 2023 may vary depending on the specific retirement plan provider. It is advisable to contact the plan provider directly to determine the deadline.

What is the penalty for the late filing of 403b beneficiary designation?

The penalty for late filing of 403b beneficiary designation may vary depending on the retirement plan provider and applicable regulations. It is recommended to consult with the plan provider or a financial advisor to understand the specific penalties.

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