Fidelity re registration form for nonretirement inherited assets 2025

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Whats Needed to Open a Personal Account Name. Tax identification number. Valid government photo identification issued at least 30 days ago. Date of birth. Mailing and physical address (if different) Contact phone number. Mothers maiden name (for additional security) Citizenship/Residency status.
You can change beneficiaries any time at Fidelity.com/ beneficiary. To add or change beneficiaries on other types of accounts, go to Fidelity.com/forms. For new accounts, attach a copy of the account application instead of listing account numbers below.
However, they will have to start taking RMDs in 2025, and the 10-year rule will start with the original year they inherited the account. This means these beneficiaries will take RMDs for less than 9 years but will still be required to withdraw the full balance of their account by the end of their 10 years.
Tax identification number. Valid government photo identification issued at least 30 days ago (can be a photocopy) Date of birth. Mailing and physical address (if different)
A Fidelity Transition Services specialist can help guide you through the processcall us at 800-544-0003.
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One-time security code by text or call. Another option is to have Fidelity send a 6-digit security code directly to your phone via text or voice call. The code is not a password that you need to create and remembersimply enter the one-time code you receive to verify its you.
The 4% rule is a popular retirement withdrawal strategy that suggests retirees can safely withdraw the amount equal to 4% of their savings during the year they retire and then adjust for inflation each subsequent year for 30 years.

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