Get Fidelity Qdro

This guide provides comprehensive instructions on how to complete the Fidelity Qdro online effectively and accurately. Whether you're new to legal forms or seeking to streamline your document management process, these steps will assist you in ensuring your submission is correct.

Follow the steps to successfully complete your Fidelity Qdro.

1. Click ‘Get Form’ button to obtain the Fidelity Qdro and open it in your preferred digital editing tool.
2. Begin by entering your personal information in Section 1, including your Social Security number, date of birth, first and last name, and contact details. Use a black pen and print clearly in capital letters.
3. In Section 2, designate your primary beneficiaries. You can list up to three primary beneficiaries. Ensure the percentages for each primary beneficiary sum to 100%. Optionally, specify additional beneficiaries on a separate sheet.
4. Continue in Section 2 to specify your contingent beneficiaries, also listing up to three, with the same requirements regarding percentages. Remember, your primary beneficiary cannot be a contingent beneficiary.
5. If you are married, complete the spousal consent section as required. This confirms your spouse understands and agrees to any beneficiary designations outside of what they are entitled to under the plan.
6. Review all entered information for accuracy and completeness. Make sure all signatures needed for spousal consent and authorizations are finalized.
7. Once finalized, save your changes, and choose whether to download, print, or share the completed form, depending on your needs.

Complete your Fidelity Qdro online today to ensure your beneficiaries are designated correctly.