Fidelity transfer death 2026

1. Click ‘Get Form’ to open the fidelity transfer death document in the editor.
2. Begin by filling out the 'Account Owner' section. Enter your name and any additional names, along with a daytime phone number for contact purposes.
3. In the 'Accounts Included' section, list all Fidelity account numbers that this form will apply to. If you have new accounts, attach a copy of the account application instead.
4. Proceed to the 'Beneficiaries' section. For each primary beneficiary, check their type and provide their full name as per government-issued ID, Social Security or Taxpayer ID number, date of birth, and share percentage. Ensure total shares equal 100%.
5. Complete the 'Contingent Beneficiaries' section similarly, ensuring no primary beneficiaries are listed here.
6. All account owners must sign and date in the 'Signature(s) and Date(s)' section. Make sure to review the attached Designated Beneficiary Agreement before signing.
7. Once completed, scan or take a digital photo of the entire form and submit it via Fidelity.com/upload for confirmation of your updates.

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