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Fidelity Investments Quasi?ed Plan Been?diary Designation Form Instructions: Please complete and sign this form if you are opening a new account and want to designate a?diary or if you want to change
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How to fill out qualified plan beneficiary designation

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How to fill out qualified plan beneficiary designation:

01
Obtain the beneficiary designation form from your qualified plan provider.
02
Fill in your personal information, such as your name, address, and social security number.
03
Identify the type of qualified plan that you are designating a beneficiary for.
04
Clearly state the full name and contact information of the primary beneficiary.
05
If desired, include contingent beneficiaries who will receive the benefits if the primary beneficiary predeceases you.
06
Specify the percentage or a specific dollar amount that each beneficiary will receive.
07
Sign and date the beneficiary designation form.
08
Submit the completed form to your qualified plan provider.

Who needs qualified plan beneficiary designation?

01
Individuals who have a qualified retirement plan, such as a 401(k) or an IRA, need a qualified plan beneficiary designation.
02
Employers who offer qualified retirement plans to their employees must ensure that they provide their employees with the opportunity to designate beneficiaries.
03
Individuals who want to ensure that their retirement plan benefits are distributed to their chosen beneficiaries should have a qualified plan beneficiary designation in place. This helps to avoid potential disputes or delays in the distribution of assets after their passing.
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A qualified plan beneficiary designation is a legally binding document that determines who will receive the assets of a retirement account upon the account holder's death.
Any individual who has a qualified retirement plan, such as a 401(k) or IRA, is required to file a beneficiary designation form.
To fill out a qualified plan beneficiary designation, the account holder must specify the name, relationship, and percentage allocation of each beneficiary.
The purpose of a qualified plan beneficiary designation is to ensure that the account holder's assets are distributed according to their wishes after they pass away.
The qualified plan beneficiary designation form must include the full name, date of birth, relationship, and Social Security number of each beneficiary.
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