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To add a joint account owner, visit the Services page and select Add joint owner (pdf) to access the application form. Once its been filled out, you will need to mail the form to: Cardmember Service, P.O. Box 6354, Fargo, ND 58125-6354, or fax your completed form to Cardmember Service at: 1-866-616-1750.
How to name a beneficiary on your 401(k) account Fill out the beneficiary designation form supplied by your 401(k) provider. Set your beneficiary designations directly through an online portal on your providers website. Call your provider and choose your beneficiaries over the phone.
You may add up to 50 primary and 50 contingent beneficiaries on an account, however a maximum of 8 primary and 8 contingent beneficiaries can be processed online. If you would like to add more than 8 primary or contingent beneficiaries, please download and complete a Beneficiary Designation Form.
Fidelity has no obligation to: (1) locate any beneficiary, the spouse or legal heirs of any account holder or the personal representative of the estate of any account holder; (2) notify any person of any pro- posed or completed transfer of eligible assets; or (3) independently verify any information submitted by any
Eligible designated beneficiaries (EDVs) are the spouse or the minor child of the original IRA owner/depositor, a disabled or chronically ill person or an individual that is not more than 10 years younger than the original depositor.
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People also ask

If the account is already open, its usually easy to go to the bank in person and add one or more beneficiaries to the existing account. Make sure you have your photo ID and the beneficiarys information. Finally, you should not name a minor as a beneficiary for any bank account.
To add or change beneficiaries on other types of accounts, go to Fidelity.com/forms. If you are married, and you designate anyone other than your spouse as beneficiary, you must provide a docHubd signature of your spouse in Section 5.
An investment account can transfer fairly easily, as long as you designate a beneficiary and consider his or her ability to manage the account. On a nonretirement account, designating a beneficiary or beneficiaries establishes a transfer on death (TOD) registration for the account.

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