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Fidelity Investments 403(b) Been?diary Designation 1. GENERAL INSTRUCTIONS Please complete this form and sign it on the back. In the future, you may revoke the been?diary designation and designate

How to fill out fidelity beneficiary change form

How to Fill Out Fidelity Beneficiary Change Form:

1. Obtain the form: Contact Fidelity or visit their website to request a beneficiary change form. Alternatively, you can usually find the form online by searching "Fidelity beneficiary change form" and downloading it directly.
2. Provide your personal details: Fill in your name, address, contact information, Social Security number, and any other required personal details. This information is necessary for Fidelity to identify your account and ensure accurate record-keeping.
3. Identify the account(s): Specify the account(s) for which you want to make beneficiary changes. This may include retirement accounts, investment accounts, or other types of accounts held with Fidelity. Be sure to provide accurate account numbers and account names to avoid any confusion.
4. Choose your beneficiaries: Indicate the new beneficiaries you wish to add or update for your chosen account(s). Include their full names, dates of birth, relationship to you, and their contact information if required. It's important to clearly state the percentage or fraction of the account each beneficiary will receive upon your passing. Review the instructions carefully to ensure you complete this section accurately.
5. Review and sign the form: Carefully review all the details you have provided on the form. Make sure there are no errors or omissions. Once you are satisfied with the accuracy, date and sign the form. You may also need to have your signature notarized, depending on Fidelity's requirements or your specific circumstances.
6. Submit the form: Follow the instructions provided to submit the completed beneficiary change form to Fidelity. This may involve mailing the form to a specific address or submitting it online through their website. Ensure that you keep copies of the completed form for your records.

Who Needs Fidelity Beneficiary Change Form:

1. Individuals with Fidelity accounts: Any person who holds an account with Fidelity, including retirement accounts such as IRAs, 401(k)s, or pension plans, and non-retirement investment accounts, may need to complete a beneficiary change form.
2. Those who want to update beneficiaries: If you wish to change or update the current beneficiaries listed on your Fidelity accounts, you will need to complete a beneficiary change form. This ensures that your assets are distributed according to your wishes upon your passing.
3. Estate planning purposes: The beneficiary change form is essential for individuals who want to incorporate their Fidelity accounts into their overall estate planning strategy. It allows you to designate new beneficiaries, remove old ones, or update the percentage allocations for each beneficiary.
4. Life events or changes in circumstances: Significant life events, such as marriage, divorce, or the birth of a child, may prompt a person to update their beneficiaries. In such cases, completing a beneficiary change form with Fidelity is necessary to ensure the designated individuals receive the desired portion of the assets.

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What is fidelity beneficiary change form?

The fidelity beneficiary change form is a document used to update the beneficiaries on a Fidelity account.

Who is required to file fidelity beneficiary change form?

Any account holder who wishes to update the beneficiaries on their Fidelity account is required to file the fidelity beneficiary change form.

How to fill out fidelity beneficiary change form?

To fill out the fidelity beneficiary change form, one must provide their personal information, specify the current beneficiaries, and indicate the changes to be made.

What is the purpose of fidelity beneficiary change form?

The purpose of the fidelity beneficiary change form is to ensure that the account holder's assets are distributed according to their wishes in the event of their passing.

What information must be reported on fidelity beneficiary change form?

The fidelity beneficiary change form must include the account holder's personal information, current beneficiaries, and any updates or changes to be made.