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Fidelity Investments 403(b) Beneficiary Designation 1. General instructions Please complete this form and sign it on the back page. In the future, you may revoke the beneficiary designation and designate
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It is a form used for reporting information related to retirement plans.
Employers who offer retirement plans are required to file this form.
The form must be filled out with details of the retirement plan and submitted to the IRS.
The purpose is to report information about retirement plans to the IRS.
Information such as plan details, contributions, and participant information must be reported.
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