Fidelity Beneficiary Designation Form Instructions
This file provides instructions for adding or changing beneficiaries for Fidelity Self-Employed 401(k), Profit Sharing, or Money Purchase Plan accounts. It contains crucial information that ensures your beneficiary details are accurately recorded. Use this form to ensure that your assets are distributed according to your wishes.
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How do I fill this out?
Filling out this form is a straightforward process designed to make sure your beneficiaries are properly designated. Start by entering your account information, then list your primary and contingent beneficiaries. Finally, review the document thoroughly before submission to ensure all details are correct.
How to fill out the Fidelity Beneficiary Designation Form Instructions?
1
Review the instructions and prepare your account and beneficiary information.
2
Fill in all relevant personal information including your name and contact details.
3
List your primary beneficiaries along with their required information.
4
Complete the information for contingent beneficiaries if applicable.
5
Sign and date the form, and ensure all fields are filled correctly.
Who needs the Fidelity Beneficiary Designation Form Instructions?
1
Individuals with Fidelity 401(k) accounts need this form to designate beneficiaries.
2
Retirement planners may require this form for their clients' documentation.
3
Financial advisors need the form to assist clients in updating their beneficiary designations.
4
Owners of trust accounts may need to specify beneficiaries through this form.
5
Married individuals should utilize this form to ensure proper beneficiary allocations in accordance with legal requirements.
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1
Upload the PDF to PrintFriendly's editing tool.
2
Select the text fields you wish to modify.
3
Input your updated beneficiary information.
4
Review all changes for accuracy.
5
Download the completed file for submission.
What are the instructions for submitting this form?
To submit this form, you can send it to Fidelity via mail. For regular mail, direct it to Fidelity Investments, PO Box 770001, Cincinnati, OH 45277-0002. For overnight mail, send it to Fidelity Investments, 100 Crosby Parkway KC1K, Covington, KY 41015. Be sure to keep a copy of the completed form for your records.
What are the important dates for this form in 2024 and 2025?
While specific dates are not provided for 2024 and 2025, it is essential to submit your beneficiary forms timely to ensure compliance with any year-end financial considerations.
What is the purpose of this form?
The purpose of this form is to allow Fidelity account holders to designate or change beneficiaries for retirement accounts accurately. It helps ensure that the financial assets are distributed according to the account owner's wishes upon their passing. Using this form safeguards the interests of the beneficiaries and aligns with legal requirements.
Tell me about this form and its components and fields line-by-line.
- 1. Account Owner Name: The name of the individual who owns the retirement account.
- 2. Beneficiary Information: Details of primary and contingent beneficiaries including names and share percentages.
- 3. Signatures: Fields for the account owner's signature and date, as well as a spouse's consent if applicable.
- 4. Notary Information: If required, details for notarization to validate the form.
What happens if I fail to submit this form?
Failing to submit this form accurately may result in your assets being distributed according to default legal procedures rather than your chosen beneficiaries. This can lead to unintended outcomes, such as assets going to the estate instead of your intended heirs.
- Unclear Beneficiary Designations: Without clear designations, assets might not be distributed according to your wishes.
- Legal Complications: Failure to submit appropriate documentation can result in legal disputes among potential heirs.
- Delay in Distribution: If forms are incorrect or missing, it could delay the distribution of assets to beneficiaries.
How do I know when to use this form?
- 1. New Beneficiary Designation: To add a new beneficiary to your retirement account.
- 2. Change Existing Beneficiary: To update the details of an existing beneficiary including contact information.
- 3. Marital Status Change: When you get married or divorced, update your beneficiaries accordingly.
- 4. Account Consolidation: When consolidating retirement accounts, ensure beneficiaries are designated accurately.
- 5. Legal Advice Recommendation: When seeking legal or tax guidance related to estate planning.
Frequently Asked Question
Can I save changes made to the PDF?
While you can edit and download the PDF, current saving options are unavailable.
Do I need special software to edit this PDF?
No, PrintFriendly provides all the tools you need directly in your web browser.
Is it easy to edit beneficiary information?
Yes, our editing tools are designed to be user-friendly and intuitive.
What if I make a mistake while editing?
You can always go back and make further edits before downloading your final version.
How do I submit the updated form?
Print the completed PDF and submit it according to the instructions provided.
Can I sign the PDF electronically?
Yes, PrintFriendly allows you to add your signature digitally.
What if I forget to include a beneficiary?
You can edit the PDF again to add any missing information.
Is there a limit to how many beneficiaries I can list?
As long as you provide the necessary details, you can include multiple beneficiaries.
Can I change details after I've submitted the form?
Yes, you can submit a new form to update your beneficiary designations.
What resources are available if I have more questions?
Visit Fidelity.com or contact their support for additional assistance.
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