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403 b beneficiary designation form

Fidelity qdro form 2026

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The document is a Beneficiary Designation Form for Fidelity Investments' 403(b) retirement plan. It provides instructions for designating primary and contingent beneficiaries, including requirements for spousal consent, the implications of divorce on beneficiary designations, and guidelines for naming trusts or charities as beneficiaries. The form must be completed and signed to ensure that the designated beneficiaries receive the account balance upon the account holder's death.

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Click ‘Get Form’ to open the fidelity qdro form in the editor.
Begin by filling out your personal information in Section 1. Use a black pen and print clearly in capital letters, including your Social Security number, date of birth, and contact details.
In Section 2, designate your primary beneficiaries. You can list up to three primary beneficiaries and specify their relationship to you. Ensure that the total percentage equals 100%.
If applicable, complete the contingent beneficiaries section. Remember that a primary beneficiary cannot also be a contingent beneficiary.
Proceed to the spousal consent section if you are married. Your spouse must sign this section in front of a notary public or plan representative.
Finally, provide your signature in the authorization section to confirm all information is accurate and complete.

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Versions	Form popularity	Fillable & printable
2009	4 Satisfied (59 Votes)

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