Get Instruction Form To Claim Assets Of Deceased Spouse's - Fidelity
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How to fill out the Instruction Form To Claim Assets Of Deceased Spouse's - Fidelity online
Filling out the Instruction Form To Claim Assets Of Deceased Spouse's - Fidelity online is a crucial step for individuals seeking to manage the assets inherited from a deceased partner. This guide provides clear steps and information to help you complete the form accurately and efficiently.
Follow the steps to complete the form with ease.
- Click the ‘Get Form’ button to access the form online. This action will allow you to open the document for completion.
- Begin by entering the deceased partner’s information in the designated section. Provide their full name and Social Security or Taxpayer ID number.
- Next, fill out your information as the surviving partner. Include your name and Social Security or Taxpayer ID number. You may also provide your phone numbers if you wish, but note that these will not be used to update your account information.
- In the IRA Transfer Instructions section, specify whether you are transferring assets from a Traditional IRA or a Roth IRA. Indicate the account numbers for both the account being transferred from and the account it will be transferred to.
- Proceed to the signature section. As the spouse benefitting from the IRA, sign and date the form, certifying the provided information is accurate and that you understand the distribution options available.
- Ensure all necessary documentation is included, such as a copy of the death certificate and any applicable tax waivers, if required by the state of residence.
- Finally, submit the completed form along with any attachments. You can send it via a postage-paid envelope, drop it off at a Fidelity Investor Center, or deliver it by mail to the appropriate Fidelity address listed on the form.
Complete the document online to ensure a smooth transfer of assets.
When someone passes away, their investments held at Fidelity are typically transferred to the designated beneficiaries listed on the account. The process generally involves submitting necessary documents, including a death certificate and an Instruction Form To Claim Assets Of Deceased Spouse's - Fidelity, to facilitate the transfer. This ensures that the assets are managed according to the deceased's wishes and helps beneficiaries access their inheritance smoothly.
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