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Fidelity Investments 403(b)/401(a) 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

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What is 403b401a?

403b401a is a type of retirement plan available to employees of certain tax-exempt organizations, public school systems, and ministers.

Who is required to file 403b401a?

Employees of tax-exempt organizations, public school systems, and ministers are required to file 403b401a.

How to fill out 403b401a?

To fill out 403b401a, employees need to provide information about their contributions to the retirement plan, including any employer matches.

What is the purpose of 403b401a?

The purpose of 403b401a is to help employees save for retirement in a tax-advantaged way.

What information must be reported on 403b401a?

Information such as employee contributions, employer matches, and investment earnings must be reported on 403b401a.

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