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Fidelity beneficiary claim form 2025

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The document provides a form for establishing or updating beneficiaries on a Transfer on Death (TOD) registration for non-retirement Fidelity accounts. It outlines the process for designating primary and contingent beneficiaries, including necessary information such as names, social security numbers, and share percentages. The document emphasizes that this designation supersedes any terms in a will and advises consulting with legal or financial professionals. It also details the implications of beneficiary designations, including the handling of assets upon the account holder's death and the rights of surviving descendants.

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See more fidelity beneficiary claim form versions

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Versions	Form popularity	Fillable & printable
2016	4.8 Satisfied (206 Votes)
2012	4.9 Satisfied (60 Votes)

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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.

How long does it take for Fidelity to process a beneficiary claim?

Primary beneficiaries are responsible for filing life insurance claims. Claims are usually paid quickly, often in less than 30 days.

How to file a death claim with Fidelity?

To claim life insurance benefits, report the death to the insurance company. The company will then send a form, an online link, or other instructions to file and submit a claim. Theyll usually require a certified copy of the death certificate.

How do I file a claim with Fidelity?

0:04 1:06 Information including service dates account type and claim. Amount if you have a receipt or documentMoreInformation including service dates account type and claim. Amount if you have a receipt or document to add you can take a photo with your device and attach it to your claim. Then follow the prompts.

How do I notify Fidelity of a death?

For Fidelity help with inheriting life insurance benefits, call 800-544-4374. Start by notifying Fidelity of a death. Then, if youre the beneficiary, well guide you through your inheritance options. See the trustee guidelines for inheriting a trust.

What to do when someone dies in Fidelity?

However, when it comes to dealing with investments or pensions held with Fidelity, there are just three things you need to think about: Let us know. Notify us online, write or call. Obtain probate. Show us youre authorised to deal with the estate. Distribute the assets. Tell us what to do with the investments.