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This document serves as an enrollment and beneficiary designation form for individuals looking to open a qualified retirement account with Fidelity Investments. It includes general instructions, investment
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How to fill out fidelity investments enrollment and
How to fill out Fidelity Investments Enrollment and Beneficiary Form
01
Visit the Fidelity Investments website or request a paper form.
02
Provide your personal information, including your name, address, and Social Security number.
03
Fill out the account details, including the type of account you are enrolling in.
04
Select your investment options and asset allocation preferences.
05
Complete the beneficiary section, providing names and contact information for your chosen beneficiaries.
06
Review the form for accuracy and completeness.
07
Sign and date the form before submitting it either online or by mail.
Who needs Fidelity Investments Enrollment and Beneficiary Form?
01
Individuals looking to invest in Fidelity accounts.
02
Employees enrolling in employer-sponsored retirement plans through Fidelity.
03
Individuals wishing to designate beneficiaries for their investment accounts.
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What is Fidelity Investments Enrollment and Beneficiary Form?
The Fidelity Investments Enrollment and Beneficiary Form is a document used to enroll in investment plans or retirement accounts with Fidelity and to designate beneficiaries for those accounts.
Who is required to file Fidelity Investments Enrollment and Beneficiary Form?
Individuals who are opening a new investment account or retirement plan with Fidelity, or those who wish to update beneficiary information for existing accounts, are required to file this form.
How to fill out Fidelity Investments Enrollment and Beneficiary Form?
To fill out the form, individuals need to provide their personal information, such as name, address, Social Security number, account type, and the details of the beneficiaries they wish to designate.
What is the purpose of Fidelity Investments Enrollment and Beneficiary Form?
The purpose of the form is to ensure that Fidelity has the correct information to manage an investment or retirement account and to ensure that account assets are distributed according to the account holder's wishes upon their passing.
What information must be reported on Fidelity Investments Enrollment and Beneficiary Form?
The information that must be reported includes the account holder’s personal details, account type, and the names, relationships, and Social Security numbers of the designated beneficiaries.
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