Update Beneficiaries for Fidelity IRA and HSA Accounts
This form allows you to add or change beneficiaries for your Fidelity IRA or HSA accounts. It's important to properly fill out the form to ensure your assets are allocated correctly. Review the instructions carefully to complete the process without issues.
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How do I fill this out?
Filling out this form involves a few important steps. Begin by reviewing the requirements for beneficiary information. Then, carefully enter the necessary details in CAPITAL letters using black ink.
How to fill out the Update Beneficiaries for Fidelity IRA and HSA Accounts?
1
Review the form instructions carefully.
2
Complete the account owner information at the top.
3
List the accounts for which you wish to update beneficiaries.
4
Provide complete details for each beneficiary.
5
Sign and date the form before submission.
Who needs the Update Beneficiaries for Fidelity IRA and HSA Accounts?
1
Individuals with an IRA or HSA looking to update their beneficiary details.
2
Account owners who have experienced a lifeChange, such as marriage or divorce.
3
Trustees managing accounts for a trust that requires beneficiary designations.
4
Anyone needing to change existing beneficiary information to reflect current wishes.
5
Clients wishing to ensure their assets are distributed according to their preferences.
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Save or download the updated PDF for your records.
What are the instructions for submitting this form?
To submit this form, you can scan or take a digital photo of the completed document and then visit Fidelity's designated upload site. Alternatively, you may submit via fax to the appropriate number provided by Fidelity or mail the completed form to the relevant address. Ensure you check for any specific submission procedures that may apply, such as including additional documentation if required.
What are the important dates for this form in 2024 and 2025?
Important dates for submitting beneficiary designations may vary, but it's essential to complete changes before any major life events, such as a marriage or divorce. Additionally, review Fidelity's deadlines for annual updates to ensure compliance. Always keep track of necessary dates for submitting your beneficiary designations to avoid complications.
What is the purpose of this form?
The purpose of this form is to allow account owners to designate or update beneficiaries for their Fidelity IRA and HSA accounts. Having accurate beneficiary information is crucial as it determines the distribution of assets upon the account owner's death. This form streamlines the process by providing a clear framework for making these important updates.
Tell me about this form and its components and fields line-by-line.
- 1. Account Owner Name: The full name of the individual who owns the IRA or HSA account.
- 2. Account Numbers: The unique identifying numbers for each account to which the form applies.
- 3. Beneficiary Information: Details of each beneficiary including their full name, social security number, and percentage of assets.
- 4. Contingent Beneficiaries: Information pertaining to secondary beneficiaries who may receive assets if the primary beneficiary does not survive.
- 5. Signature and Date: The account owner's signature and the date of signing, affirming the information provided.
What happens if I fail to submit this form?
If you fail to submit this form, your designated beneficiaries may not be correctly updated. This could lead to complications upon your passing, as assets may default to your estate or prior beneficiaries. It’s crucial to ensure all information is current to avoid unwanted legal issues.
- Outdated Beneficiary Information: Assets may be distributed based on outdated information, not reflecting your current wishes.
- Legal Complications: Failure to update can lead to disputes among heirs and potentially lengthy probate processes.
- Distribution to Estate: Without a proper designation, assets may default to your estate, which could complicate distribution.
How do I know when to use this form?
- 1. After a Marriage: To add a spouse as a beneficiary or update existing designations.
- 2. Divorce Situations: To remove ex-spouses or update beneficiaries based on new arrangements.
- 3. Birth of a Child: To include children as beneficiaries upon birth or adoption.
- 4. Death of a Beneficiary: To ensure that the assets are redirected appropriately.
- 5. Annual Review: To periodically assess beneficiary designations for relevance.
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Are there instructions available for filling out the form?
Yes, we provide clear instructions to guide you through filling out the form accurately.
What happens if I don't complete the beneficiary form?
Failing to submit the form may result in outdated beneficiary information, potentially complicating asset distribution.
Can I use print options after editing?
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Do I need to save my changes before sharing?
It's recommended to save your changes to ensure all edits are included in your shared document.
Where can I find the form?
You can find the form on Fidelity's website or through the provided links.
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