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Fidelity Investments 403(b)(7)/401(a) Been?diary Designation 1. GENERAL INSTRUCTIONS Opening a new account: Please complete and sign this form if you are opening a new Fidelity 403(b)(7) account and/or

How to fill out fidelity 401a403b combination beneficiary

How to fill out fidelity 401a403b combination beneficiary:

1. Begin by gathering all the necessary information and documents, including the account numbers and personal details of the primary and contingent beneficiaries.
2. Access your fidelity 401a403b account either through their website or by contacting their customer service.
3. Locate the beneficiary designation form specifically for the 401a403b combination account. This form may be available online or you may have to request a physical copy.
4. Carefully read the instructions provided on the form to understand the requirements and guidelines for filling it out.
5. Fill out the form accurately with the required information. This typically includes providing the full name, social security number, relationship to the account holder, and percentage of the benefit each beneficiary should receive.
6. Double-check all the information provided on the form for any errors or omissions.
7. Sign and date the form as required. Some forms may require witness signatures.
8. Submit the completed beneficiary designation form to fidelity 401a403b. This can usually be done electronically through their website or by mailing the physical form to the designated address.
9. Keep a copy of the completed form for your records.

Who needs fidelity 401a403b combination beneficiary?

1. Employees who have a fidelity 401a403b retirement account.
2. Individuals who want to designate beneficiaries to receive the account balances in the event of their death.
3. Those who want to ensure that their investment in fidelity 401a403b is passed on to beneficiaries efficiently and according to their wishes.
4. Individuals with specific preferences on how their assets should be distributed after their death.
5. Anyone who wants to avoid potential conflicts and legal complications surrounding the distribution of their fidelity 401a403b account upon their death.

For pdfFiller’s FAQs

What is fidelity 401a403b combination beneficiary?

The fidelity 401a403b combination beneficiary is the individual or entity designated to receive the assets in a Fidelity 401a and 403b combination plan upon the account holder's death.

Who is required to file fidelity 401a403b combination beneficiary?

The account holder of the Fidelity 401a and 403b combination plan is required to file the beneficiary designation form.

How to fill out fidelity 401a403b combination beneficiary?

To fill out the fidelity 401a403b combination beneficiary form, the account holder must provide the name, relationship, and percentage share for each beneficiary.

What is the purpose of fidelity 401a403b combination beneficiary?

The purpose of the fidelity 401a403b combination beneficiary is to ensure that the assets in the account are distributed according to the account holder's wishes after their death.

What information must be reported on fidelity 401a403b combination beneficiary?

The fidelity 401a403b combination beneficiary form must include the full name, date of birth, Social Security number, and relationship of each beneficiary.

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