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

Fidelity Investments403(b) Beneficiary Designation 1. General instructions Please complete this form and sign it on the back page. In the future, you may revoke the beneficiary designation and designate

How to fill out 403b beneficiary designation

How to fill out 403b beneficiary designation

1. To fill out a 403b beneficiary designation, follow these steps:
2. Obtain the beneficiary designation form from your employer or plan administrator.
3. Fill in your personal information, such as your name, address, and Social Security number.
4. Indicate the percentage or specific amount you want to designate to each beneficiary.
5. Provide the beneficiary's full name, relationship to you, and their date of birth.
6. Verify the accuracy of the information and make sure it is signed and dated.
7. Submit the completed form to your employer or plan administrator.
8. Keep a copy of the completed form for your records.

Who needs 403b beneficiary designation?

1. Anyone participating in a 403b retirement plan needs to fill out a beneficiary designation form.
2. This includes employees of public schools, certain tax-exempt organizations, and ministers.
3. Having a beneficiary designation ensures that your retirement savings are passed on to the chosen beneficiaries in the event of your death.
4. It allows you to specify individuals or entities who will receive the funds from your 403b account.
5. Without a beneficiary designation, the distribution of your account may be subject to default rules.

For pdfFiller’s FAQs

How can I send 403b beneficiary designation to be eSigned by others?

When you're ready to share your 403b beneficiary designation, you can send it to other people and get the eSigned document back just as quickly. Share your PDF by email, fax, text message, or USPS mail. You can also notarize your PDF on the web. You don't have to leave your account to do this.

How do I execute 403b beneficiary designation online?

pdfFiller makes it easy to finish and sign 403b beneficiary designation online. It lets you make changes to original PDF content, highlight, black out, erase, and write text anywhere on a page, legally eSign your form, and more, all from one place. Create a free account and use the web to keep track of professional documents.

How do I complete 403b beneficiary designation on an Android device?

Complete your 403b beneficiary designation and other papers on your Android device by using the pdfFiller mobile app. The program includes all of the necessary document management tools, such as editing content, eSigning, annotating, sharing files, and so on. You will be able to view your papers at any time as long as you have an internet connection.

What is 403b beneficiary designation?

A 403b beneficiary designation is a form that allows individuals to name who will receive their retirement account assets upon their death.

Who is required to file 403b beneficiary designation?

Employees who contribute to a 403b retirement plan are required to file a beneficiary designation form.

How to fill out 403b beneficiary designation?

To fill out a 403b beneficiary designation, individuals must provide the name, relationship, and percentage of the desired beneficiaries.

What is the purpose of 403b beneficiary designation?

The purpose of a 403b beneficiary designation is to ensure that the assets in a retirement account are transferred to the designated beneficiaries upon the account holder's death.

What information must be reported on 403b beneficiary designation?

The 403b beneficiary designation form must include the full name, date of birth, Social Security number, relationship to the account holder, and percentage of the assets each beneficiary will receive.