WebOct 13, 2024 · If you don't name a beneficiary, retirement funds in 401(k)s and IRAs generally go to your spouse—even if you meant to leave the money to someone else. If you're single, your retirement funds could go directly to your estate, which means the courts would determine how they should be distributed. And that could be a long, expensive … WebFidelity Investments 403(b)/401(a) Benefi ciary Designation 1. GENERAL INSTRUCTIONS Please complete this form and sign it on the back. In the future, you may revoke the benefi ciary designation and designate a different benefi ciary by submitting a new Benefi ciary Designation Form to Fidelity.
Fidelity Investments 403(b)/401(a) Benefi ciary Designation
WebEstablish or update the beneficiary on your Fidelity retirement accounts, brokerage non-retirement accounts, or annuities using the forms below 1. The beneficiaries you designate will receive payment of the value of your account (s) following your death. Retirement Accounts. Non-Retirement Accounts. College Investing Plan Accounts. Beneficiary Form for MetLife Growth and Income Annuity (PDF) . (for contracts … WebFidelity Investments. Qualified Plan Beneficiary Designation . 1. GENERAL INSTRUCTIONS. Please complete this form and sign it on the back. In the future, you may revoke the beneficiary designation and designate a different beneficiary by submitting a new Beneficiary Designation form to Fidelity. 2.DESIGNATING YOUR … first man to circle the moon
Beneficiary Designation Forms - Fidelity Investments
WebForms and applications These forms and applications are for use in conjunction with Putnam's mutual funds. Documents are provided in pdf format. Send by regular mail Putnam Investments P.O. Box 219697 Kansas City, MO 64121-9697 Send by overnight mail Putnam Investments 430 W. 7th Street Suite 219697 Kansas City, MO 64105-1407 … Webto the beneficiary(ies) identified on this form after the beneficiaries have submitted appropriate documentation to Fidelity Investments Institutional Operations Company LLC (FIIOC). FIIOC has no responsibility for locating beneficiaries. • If this designation is for a new account, a Fidelity Advisor Funds Individual New Account application must WebAug 25, 2024 · If you haven’t designated a beneficiary, they will receive 100% of your 401 (k) when you pass away. 1. It’s possible to pass on your 401 (k) to someone other than your spouse, in whole or in ... first man the life of neil a armstrong movie