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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

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How to fill out fidelity investments beneficiary form:

1. Begin by reviewing the instructions provided with the form. Familiarize yourself with the requirements and any specific guidelines mentioned.
2. Start by providing your personal information such as your full name, address, and contact details. Ensure that this information is accurate and up-to-date.
3. Identify the primary beneficiary for your fidelity investments. This is the person or entity who will receive the assets in the event of your death. Include their full name, social security number or tax identification number, and their relationship to you.
4. If you wish to designate multiple primary beneficiaries or specify the percentage of assets each beneficiary will receive, clearly indicate these details. Be sure to follow the form's instructions on how to do this accurately.
5. Consider naming a contingent beneficiary. This is someone who will receive the assets only if the primary beneficiary predeceases you. Provide their full name, social security number or tax identification number, and their relationship to you.
6. Review the form to ensure that all required information has been provided and that it is legible. Make any necessary corrections or additions before submitting.
7. Sign and date the form at the designated area. Your signature indicates that you understand the implications of the beneficiary designation and that you have filled out the form truthfully to the best of your knowledge.
8. Keep a copy of the completed form for your records before submitting it to fidelity investments.

Who needs fidelity investments beneficiary form:

1. Individuals who have fidelity investments such as a 401(k), individual retirement account (IRA), or life insurance policies may need to complete a beneficiary form.
2. Those who want to ensure that their assets are distributed according to their wishes upon their death should consider filling out a fidelity investments beneficiary form.
3. It is important for individuals to update their beneficiary designations periodically to reflect any changes in their personal circumstances, such as getting married, having children, or going through a divorce.

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What is fidelity investments beneficiary form?

Fidelity Investments beneficiary form is a document used to designate the individuals or entities who will receive the assets or benefits from a Fidelity Investments account upon the account holder's death.

Who is required to file fidelity investments beneficiary form?

Any individual or entity who owns a Fidelity Investments account and wishes to designate beneficiaries for that account is required to file the fidelity investments beneficiary form.

How to fill out fidelity investments beneficiary form?

To fill out the fidelity investments beneficiary form, you will need to provide your personal information, such as name, address, and social security number or taxpayer identification number. You will also need to specify the beneficiaries' information, including their names, addresses, and the percentage of assets or benefits each beneficiary should receive. Finally, you will need to sign and date the form.

What is the purpose of fidelity investments beneficiary form?

The purpose of fidelity investments beneficiary form is to ensure that the account holder's assets or benefits are distributed as per their wishes upon their death. By designating beneficiaries on the form, the account holder can avoid potential issues and conflicts related to the distribution of their assets.

What information must be reported on fidelity investments beneficiary form?

The fidelity investments beneficiary form typically requires the account holder to provide their personal information, such as name, address, and social security number or taxpayer identification number. Additionally, the form requires the beneficiaries' information, including their names and addresses. The account holder also needs to specify the percentage of assets or benefits each beneficiary should receive.