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Fidelity Investments Enrollment Form and Beneficiary Designation for the Evangelical Presbyterian Church 403(b)(9) Plan Account 1. GENERAL INSTRUCTIONS Opening a new account: Please complete this
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What is enrollment form and beneficiary?
Enrollment form is a document used to sign up for a program or service, while beneficiary is the person who receives benefits or funds.
Who is required to file enrollment form and beneficiary?
Individuals who wish to enroll in a program or service and the person designated to receive the benefits are required to file enrollment form and beneficiary.
How to fill out enrollment form and beneficiary?
To fill out the enrollment form, one must provide personal information and agree to the terms and conditions. For the beneficiary form, the designated person must provide their details.
What is the purpose of enrollment form and beneficiary?
The purpose of the enrollment form is to officially register an individual for a program or service, while the beneficiary form is used to designate who will receive the benefits.
What information must be reported on enrollment form and beneficiary?
The enrollment form may require personal details such as name, address, and contact information. The beneficiary form may require the name, relationship, and contact information of the designated beneficiary.
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