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How do I fill this out?
To fill out this form, begin by providing your personal information clearly. Next, designate your primary and contingent beneficiaries using the provided sections. Ensure to review your entries for accuracy before submitting.
How to fill out the Fidelity Investments Qualified Plan Beneficiary Designation?
1
Print the form using the PrintFriendly PDF editor.
2
Fill in your personal details in capital letters.
3
Designate your primary and contingent beneficiaries.
4
Sign the form as required.
5
Submit the completed form following the instructions provided.
Who needs the Fidelity Investments Qualified Plan Beneficiary Designation?
1
Individuals planning their estate should fill this form to specify their beneficiaries.
2
Married couples need this form to ensure their spouse is the primary beneficiary.
3
Trustees of a trust may utilize this form to outline beneficiary details.
4
Parents should complete this form to specify beneficiaries for their minors.
5
Legal representatives or attorneys may require this form for estate management purposes.
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Share or print the updated document as necessary.
What are the instructions for submitting this form?
Submit your completed form digitally through the NetBenefits mobile app or via regular or overnight mail to Fidelity Investments. Ensure that all sections are filled out accurately, and keep a copy for your records. For any inquiries during submission, contact Fidelity customer service or visit their website for assistance.
What are the important dates for this form in 2024 and 2025?
Important dates for this form include deadlines for submitting beneficiary changes which often correspond with your plan's enrollment period. Ensure to check with Fidelity for specific deadlines in 2024 and 2025 to stay compliant.
What is the purpose of this form?
The purpose of this form is to designate beneficiaries for a retirement or qualified plan account, ensuring clarity in fund distribution after the account holder's passing. It enables individuals to take proactive measures in their estate planning, safeguarding financial support for their chosen beneficiaries. Completing this form eliminates uncertainty and ensures the account holder's wishes are honored.
Tell me about this form and its components and fields line-by-line.
- 1. First Name: Enter your first name clearly.
- 2. Last Name: Enter your last name accurately.
- 3. Mailing Address: Provide your current mailing address.
- 4. Date of Birth: Enter your date of birth.
- 5. Primary Beneficiary: List your primary beneficiaries and their details.
- 6. Contingent Beneficiary: List your contingent beneficiaries if primary ones are unavailable.
- 7. Signature: Sign the form where indicated.
What happens if I fail to submit this form?
Failing to submit this form correctly can lead to delays in beneficiary designation, complicating the distribution of funds. In such cases, the account may revert to standard state laws regarding unclaimed assets.
- Delays in Fund Distribution: Funds may not be distributed in a timely manner to your intended beneficiaries.
- Court Interventions: Failure to specify beneficiaries may result in legal proceedings to determine asset distribution.
- Family Conflicts: Incorrect or missing beneficiary designations can lead to disputes among family members.
How do I know when to use this form?
- 1. After Marriage: Designate your spouse as the primary beneficiary.
- 2. Following Divorce: Update your beneficiaries to reflect your new marital status.
- 3. Birth of a Child: Include your child's name as a primary or contingent beneficiary.
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