Get the free Fidelity Investments 403(b) Beneficiary Designation 1

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

How to fill out fidelity investments 403b beneficiary

How to fill out fidelity investments 403b beneficiary:

1. Access your fidelity investments account: Start by logging into your fidelity investments account. If you don't have an account, you will need to create one before proceeding.
2. Locate the beneficiary form: Once logged in, navigate to the forms section or search for "403b beneficiary" in the search bar. You should be able to find the required form easily.
3. Provide personal information: Fill out your personal information accurately. This typically includes your full name, address, social security number, and contact details. Ensure that all information is up to date and correct.
4. Choose primary beneficiaries: Decide who you would like to designate as your primary beneficiaries. These are the individuals or entities who will receive the benefits from your fidelity investments 403b account in the event of your death. Include their full names, addresses, and social security numbers.
5. Specify contingent beneficiaries: Contingent beneficiaries are secondary recipients who will inherit the benefits if the primary beneficiaries predecease you or are unable to claim them. Fill in the required information for these individuals as well.
6. Determine the percentage allocation: Indicate the percentage of the benefits that each beneficiary should receive. Ensure that the total adds up to 100%. If you wish to distribute the benefits unequally, specify the exact percentages accordingly.
7. Review and sign: Carefully review the completed form, making sure all information is accurate and complete. Sign and date the form. Some forms might require a witness signature as well.
8. Submit the form: Follow the instructions provided by fidelity investments to submit the beneficiary form. You might have to mail it to a specific address or upload it through your online account.

Who needs fidelity investments 403b beneficiary:

1. Employees with 403b retirement plans: Individuals who have a 403b retirement plan with fidelity investments should consider filling out a beneficiary form. This ensures that their desired beneficiaries can receive the benefits from their account in the event of their death.
2. Those who want control over asset distribution: By designating beneficiaries, you have control over how your assets are distributed after your passing. It allows you to ensure that your loved ones or chosen entities receive the funds as intended.
3. Individuals with changing life circumstances: Marriage, divorce, birth, or death of a loved one are all life events that can impact your beneficiary preferences. Therefore, periodically reviewing and updating your fidelity investments 403b beneficiary designation is essential to reflect your current wishes accurately.

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What is fidelity investments 403b beneficiary?

Fidelity Investments 403b beneficiary is the individual or entity designated to receive the assets in a 403b retirement account in the event of the account holder's death.

Who is required to file fidelity investments 403b beneficiary?

The account holder of the 403b retirement account is required to file fidelity investments 403b beneficiary form to designate the beneficiary.

How to fill out fidelity investments 403b beneficiary?

To fill out fidelity investments 403b beneficiary form, the account holder needs to provide the personal information of the beneficiary and specify the percentage or amount of the assets they will receive.

What is the purpose of fidelity investments 403b beneficiary?

The purpose of fidelity investments 403b beneficiary is to ensure that the assets in the 403b retirement account are distributed according to the account holder's wishes upon their death.

What information must be reported on fidelity investments 403b beneficiary?

The fidelity investments 403b beneficiary form requires information such as the beneficiary's full name, date of birth, relationship to the account holder, and the percentage or amount of assets they will receive.