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Get Fidelity Beneficiary Claim Form

Death (TOD) registration on your non-retirement Fidelity Account or Fidelity Funds Account. Do NOT use for retirement accounts or 529 College Savings Plans. Type on screen or print out and fill in using CAPITAL letters and black ink. If you need more room for information or signatures, use a copy of the relevant page. Helpful To Know This form preempts any terms in your will concerning the accounts in question. You may want to review this document with a tax, financial, or legal adviser. Be su.

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