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Fidelity InvestmentsAccount Application/Enrollment Form and Beneficiary Designation 1. GENERAL INSTRUCTIONS Opening a new account: Please complete this form and sign it on the back. Once your account

How to fill out beneficiary designation forms

How to fill out beneficiary designation forms

1. Obtain the beneficiary designation form from your financial institution or insurance company.
2. Provide your personal information, such as your name, address, and contact information.
3. Identify the policy or account for which you are designating a beneficiary.
4. Clearly indicate the full name and contact details of the beneficiary.
5. Specify the percentage or share of the policy/account that each beneficiary should receive.
6. Review the form for accuracy and completeness.
7. Sign and date the form.
8. Submit the completed form to your financial institution or insurance company.

Who needs beneficiary designation forms?

1. Anyone who has financial accounts or insurance policies and wants to designate a beneficiary should fill out beneficiary designation forms.
2. It is particularly important for individuals with dependents, such as spouses, children, or other family members, to complete these forms to ensure the smooth transfer of assets in the event of their death.
3. Additionally, individuals who want to support specific charitable organizations or leave their assets to anyone other than their legal heirs should also fill out beneficiary designation forms.

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What is beneficiary designation forms?

Beneficiary designation forms are legal documents that allow an individual to specify who will receive their assets upon their death.

Who is required to file beneficiary designation forms?

Anyone who has assets that they want to pass on to a specific individual or organization upon their death is required to file beneficiary designation forms.

How to fill out beneficiary designation forms?

Beneficiary designation forms can typically be filled out by providing the full name, relationship, and contact information of the designated beneficiary.

What is the purpose of beneficiary designation forms?

The purpose of beneficiary designation forms is to ensure that assets are passed on to the intended recipient without the need for probate.

What information must be reported on beneficiary designation forms?

Information such as the full name, relationship, and contact information of the designated beneficiary must be reported on beneficiary designation forms.