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Get the free Instructions for enrolling with Fidelity Investments - Duke University

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DESIGNATING YOUR BENEFICIARY IES You are not limited to three primary and three contingent beneficiaries. Contingent Beneficiary ies Payment to contingent beneficiary ies will be made according to the rules of succession described under Primary Beneficiary ies. To designate additional beneficiaries please attach sign and date a separate piece of paper. When designating beneficiaries please use whole percentages and be sure that the percentages for each group of beneficiaries primary and...
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01
Follow the enrollment instructions provided by the institution.
02
Read through the enrollment form and gather all the necessary information and documents.
03
Ensure that you meet the eligibility criteria for enrollment.
04
Fill out the enrollment form accurately and completely, following the instructions provided.
05
Double-check your information for any errors or omissions.
06
Attach any required documents, such as identification proof, educational certificates, or transcripts.
07
Submit the completed enrollment form and documents through the specified method (online, in person, or by mail).
08
Pay any necessary enrollment fees as instructed.
09
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10
Follow up with the institution if you do not receive any communication within the specified time frame.

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01
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