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This form is used to designate beneficiaries for a 403(b) retirement plan without requiring spousal consent, providing instructions for completing and submitting the form.
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How to fill out fidelity 403b beneficiary designation
How to fill out Fidelity 403(b) Beneficiary Designation
01
Visit the Fidelity account login page and sign in to your account.
02
Navigate to the 'Account Services' section.
03
Select 'Beneficiary Designation' from the options provided.
04
Review your current beneficiary designations, if any.
05
Choose 'Add a beneficiary' or 'Edit' an existing one.
06
Fill out the required information for your chosen beneficiary, including name, relationship, and percentage allocation.
07
Review the information entered for accuracy.
08
Submit the form to save your changes.
09
Confirm that you have received a confirmation email or notification regarding your updated designation.
Who needs Fidelity 403(b) Beneficiary Designation?
01
Individuals who have a Fidelity 403(b) retirement plan.
02
Beneficiaries of employees who wish to ensure designated individuals receive funds after the account holder's passing.
03
Employees planning for their estate and financial planning to indicate who will inherit their retirement savings.
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People Also Ask about
What is the beneficiary designation for a 403b?
403(b) Beneficiary Designation Someone with a 403(b) plan can designate anyone as a beneficiary. However, 403(b) beneficiary rules require a married person to designate their spouse to receive at least 50% of the plan's vested balance, unless the spouse has signed a waiver relinquishing their portion of the funds.
Which beneficiary designation should be used?
The person you want to receive the payout from your policy — your first choice — is called the “primary beneficiary.” If that person is your only beneficiary, you will also want to designate a secondary beneficiary (also known as a “contingent” beneficiary).
Who is the beneficiary designation of a retirement plan?
A beneficiary is generally any person or entity the account owner chooses to receive the benefits of a retirement account or an IRA after they die. The owner must designate the beneficiary under procedures established by the plan.
Who is the beneficiary of a 403b?
Eligible designated beneficiaries include a surviving spouse, a minor child of the deceased owner, disabled or chronically ill individual or any other person who is not more than 10 years younger than the deceased account holder.
What is the beneficiary designation of a plan?
A beneficiary is the person or entity that you legally designate to receive the benefits from your financial products. For life insurance coverage, that is the death benefit your policy will pay if you die. For retirement or investment accounts, that is the balance of your assets in those accounts.
How to claim beneficiary money from Fidelity?
Start by notifying Fidelity of a death. Then, if you're the beneficiary, we'll guide you through your inheritance options. Beneficiaries should contact the issuing life insurance company at the phone number listed on the policy. For Fidelity help with inheriting life insurance benefits, call 800-544-4374.
How to fill out a beneficiary designation?
Most beneficiary designations will require you to provide a person's full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.
Which beneficiary designation should be used?
The person you want to receive the payout from your policy — your first choice — is called the “primary beneficiary.” If that person is your only beneficiary, you will also want to designate a secondary beneficiary (also known as a “contingent” beneficiary).
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What is Fidelity 403(b) Beneficiary Designation?
Fidelity 403(b) Beneficiary Designation is a form that allows individuals to designate beneficiaries who will receive their retirement plan assets in the event of their death.
Who is required to file Fidelity 403(b) Beneficiary Designation?
All participants in a Fidelity 403(b) plan are required to file a Beneficiary Designation to ensure that their assets are distributed according to their wishes after their passing.
How to fill out Fidelity 403(b) Beneficiary Designation?
To fill out the Fidelity 403(b) Beneficiary Designation, participants must provide their personal information, name their beneficiaries, specify the percentage of the benefit each will receive, and sign the form to validate it.
What is the purpose of Fidelity 403(b) Beneficiary Designation?
The purpose of Fidelity 403(b) Beneficiary Designation is to provide clarity on how retirement assets should be distributed after the account holder's death, avoiding legal disputes among potential heirs.
What information must be reported on Fidelity 403(b) Beneficiary Designation?
The information that must be reported includes the participant's name, social security number, the names and contact information of the designated beneficiaries, and the percentage of the benefits allocated to each beneficiary.
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