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How do I fill this out?
To fill out this form, you need to provide clear information regarding your identity and relationship to the decedent. Ensure you have the required documents, such as a certified death certificate, ready for submission. Carefully review the distribution options and complete the relevant sections.
How to fill out the Fidelity Advisor 403(b) Beneficiary Distribution Request?
1
Gather required documents including a certified death certificate.
2
Complete the beneficiary and decedent information sections.
3
Select the type of distribution you're requesting.
4
Review your information for accuracy.
5
Sign and submit the form as instructed.
Who needs the Fidelity Advisor 403(b) Beneficiary Distribution Request?
1
Beneficiaries wanting to claim assets from a decedent's 403(b) account.
2
Executors of an estate managing a decedent's financial affairs.
3
Tax advisors assisting clients with trust or estate tax matters.
4
Individuals seeking to rollover funds to an IRA or other retirement accounts.
5
Non-spouse beneficiaries requiring information on distribution options.
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You can easily edit this PDF using our intuitive editor. Input your information in the designated fields directly within the document. Once you have made the necessary changes, save your updates for future reference.
1
Open the PDF in our editor.
2
Fill in your information in the provided fields.
3
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4
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What are the instructions for submitting this form?
Please submit this form either via regular mail or overnight delivery to Fidelity Investments Institutional Operations Company. The mailing address for regular mail is P.O. Box 770002, Cincinnati, OH 45277-0090. For overnight deliveries, please use 100 Crosby Parkway, KC1E, Covington, KY 41015. Always ensure that you include necessary documentation with your submission.
What are the important dates for this form in 2024 and 2025?
Ensure you submit your distribution requests within the applicable deadlines for 2024 and 2025 to avoid tax penalties. Keep track of any changes in the IRS regulations that could affect your distributions. Consult with a financial advisor for deadlines related to your specific situation.
What is the purpose of this form?
The purpose of this form is to provide beneficiaries with a streamlined process for distributing or transferring assets held in a decedent's Fidelity Advisor 403(b) account. This form outlines necessary information about the beneficiary and the decedent, ensuring that all legal requirements are met. By utilizing this form, beneficiaries can efficiently manage their claims and minimize tax implications associated with their inheritances.
Tell me about this form and its components and fields line-by-line.
- 1. Beneficiary Information: Fields include name, social security number, and contact information.
- 2. Decedent Information: Includes fields for the decedent's name, date of birth, and employer information.
- 3. Distribution Options: Selections for the type of distribution to request, including rollover or transfer.
What happens if I fail to submit this form?
If the form is not submitted correctly, it may delay the processing of your distribution request. Missing information or documentation can lead to rejection of the request. It is crucial to ensure that all required sections are completed accurately.
- Incomplete Information: If any information is missing, your request may be delayed.
- Missing Documentation: Not providing the death certificate will result in rejection of the request.
- Signature Issues: Failure to sign the form will prevent processing.
How do I know when to use this form?
- 1. Claim Inheritance: Use this form to claim your inheritance from a decedent's account.
- 2. Transfer Assets: Utilize the form to transfer assets to your own account.
- 3. Rollover Funds: The form is necessary for rolling over funds to an IRA.
Frequently Asked Question
What is the purpose of this form?
This form is used for beneficiaries to request a distribution or transfer assets from a decedent's Fidelity Advisor 403(b) account.
How do I fill out this form?
Fill out the beneficiary information, provide decedent details, and select your desired distribution or rollover option.
Can I edit the PDF on PrintFriendly?
Yes, you can easily edit the PDF by typing directly in the fields provided.
What documents do I need to submit with this form?
You must submit a certified copy of the decedent's death certificate along with this form.
How long does the processing take?
Processing times may vary; please allow sufficient time for your request to be handled.
Is there a customer support number I can call?
Yes, you can contact Fidelity Investments at 877-895-5951 for assistance.
What happens if I make a mistake on the form?
If you make a mistake, you may need to correct it and resubmit the form to ensure your request is processed accurately.
What is a direct rollover?
A direct rollover is the transfer of funds from a retirement account to an IRA or another employer-sponsored plan without incurring taxes.
Can non-spouse beneficiaries roll over inherited assets?
Yes, non-spouse beneficiaries can roll over assets to an inherited IRA.
Where do I send the completed form?
You can mail the completed form to Fidelity Investments Institutional Operations Company.
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