Fidelity retirement plan account application for inheritors - Trading 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out Section 1, which requires the original participant's full name, date of birth, and social security number. Ensure you also include the account number(s) for which you are a designated beneficiary.
3. In Section 2, provide the Plan Administrator's information including their name, phone number, and address. If applicable, check the box indicating if the Plan Administrator is deceased.
4. Complete Section 3 with your details as the inheritor. Specify your relationship to the decedent and fill in your full legal name, date of birth, social security number, and contact information.
5. If applicable, proceed to Section 4 to provide information about any trustees or guardians involved. Attach necessary documentation as required.
6. In Section 5, indicate whether you wish to roll over assets into a Fidelity IRA or keep them in an Inherited Retirement Plan Account. Follow instructions carefully based on your status as a spouse or non-spouse inheritor.
7. Fill out Section 6 regarding your financial profile by selecting your investment objectives and providing income and net worth estimates.
8. Finally, ensure both you and the Plan Administrator sign in Section 8 before submitting the application along with required documents like death certificates.

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