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PrintResetSaveQuestions? Call 8005440003. Fidelity IRA Beneficiary Distribution Charity, Foundation, or a University Use this form if you are an Authorized Individual/Manager/Partner (Authorized Party)

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How to fill out beneficiary distribution request

01

Obtain the necessary beneficiary distribution request form from the financial institution or retirement account provider.

02

Fill out the form with your personal information, including your name, address, and account details.

03

Specify the beneficiaries who will receive the distribution, including their names and relationship to you.

04

Indicate the percentage or amount of the distribution each beneficiary should receive.

05

Sign and date the form, and submit it to the appropriate party as instructed.

Who needs beneficiary distribution request?

01

Individuals who have designated beneficiaries for their retirement accounts or investment accounts.

02

Anyone who wants to ensure that their assets are distributed according to their wishes after their passing.

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What is beneficiary distribution request?

A beneficiary distribution request is a formal request made by a beneficiary to receive their share of assets from a trust or estate.

Who is required to file beneficiary distribution request?

Beneficiaries who are entitled to assets from a trust or estate are required to file a beneficiary distribution request.

How to fill out beneficiary distribution request?

Beneficiaries can fill out a beneficiary distribution request by providing their personal information, details of the trust or estate, and the amount or type of assets they are requesting.

What is the purpose of beneficiary distribution request?

The purpose of a beneficiary distribution request is to formally request and receive assets from a trust or estate that the beneficiary is entitled to.

What information must be reported on beneficiary distribution request?

The beneficiary distribution request must include the beneficiary's personal information, details of the trust or estate, and the specific assets being requested.

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