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Fidelity re registration form for nonretirement inherited assets 2025

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The document outlines the process for re-registering nonretirement inherited assets with Fidelity. It details the steps required to transfer these assets either to an existing Fidelity account or to a new one under the inheritor's Social Security Number or tax ID. The document includes instructions for completing the necessary forms, providing account information, and obtaining signature guarantees to prevent fraud. Additionally, it notes that transfers from Transfer on Death (TOD) accounts will not occur until 30 days after the owner's death.

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Click ‘Get Form’ to open the Fidelity Re-registration Form for Nonretirement Inherited Assets in the editor.
Begin by filling out the CURRENT ACCOUNT INFORMATION section. Enter the decedent’s account number, name, and daytime phone number. If there is a new address for the decedent, check the box and provide the updated permanent address.
In the TRANSFERRING TO YOUR FIDELITY ACCOUNT section, indicate whether you are transferring to an existing account or opening a new one. If using an existing account, provide that account number.
Detail your transfer instructions in the YOUR TRANSFER INSTRUCTIONS section. Specify if you want to move all assets in kind or only a portion, using whole numbers for percentages.
Complete the AUTHORIZATION TO RE-REGISTER ACCOUNT section by signing and dating where indicated. Ensure any required signature guarantees are obtained.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What happens to fidelity investments when someone dies?

On a nonretirement account, designating a beneficiary or beneficiaries establishes a transfer on death (TOD) registration for the account. For an individual account, a TOD registration generally allows ownership of the account to be transferred to the designated beneficiary upon your death.

How do I transfer an inherited IRA to Fidelity?

Go to Fidelity.com or call 800-544-0003. Use this application if you are a non-spouse beneficiary of an IRA or a qualified retirement plan and the original account owner is deceased and you need to open an Inherited IRA or Inherited Roth IRA. Type on screen or print out and fill in using CAPITAL letters and black ink.

Can I transfer an inherited IRA from one brokerage to another?

The bank should open a Beneficiary IRA in your name and transfer the funds to the Beneficiary IRA. You can then go to any financial services company and open a new Beneficiary IRA and do a direct transfer where the new firm will request the bank transfer to your new investment account (assuming you want to invest it).

Can you transfer an inherited IRA to Fidelity?

The IRS Ruling Once the surviving spouse passed, the IRA became an Inherited IRA for the benefit of the trust. Those assets are not permitted to be rolled over. The only way to move those funds from one custodian to another is a trustee-to-trustee transfer. The funds move directly from one custodian to the other.

How do I send a form to Fidelity?

at Fidelity.com. Mail your completed transfer form and most recent statement copy to: Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0036.

fidelity change of account registration form

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How do I update beneficiaries on Fidelity?

You may establish or update beneficiaries on your Fidelity retirement accounts, brokerage non-retirement accounts, or annuity accounts by downloading and submitting a Beneficiary Designation Form.