Get 84500_403b_benedes_form.indd. Image

Filling out the 84500_403b_BeneDes_form.indd. Image is a straightforward process that allows users to designate their beneficiaries for a Fidelity Advisor 403(b) Account. This guide will provide step-by-step instructions to ensure that users can complete the form accurately and efficiently.

Follow the steps to successfully complete your beneficiary designation form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Indicate whether this is a new beneficiary designation or a change to an existing designation by selecting the appropriate option in the account information section.
3. Fill in your personal information including your name (first, middle initial, last), social security number, and telephone numbers in the designated fields.
4. Complete the Primary Beneficiaries Section by entering the names of the individuals or trusts you wish to designate as beneficiaries, along with their dates of birth or trust identification.
5. Specify the relationship of each primary beneficiary and, if applicable, enter the name of the trustee along with their social security or tax identification number.
6. Designate the share percentage for each primary beneficiary to define how the 403(b) account will be divided among them.
7. If you want to list contingent beneficiaries in case primary beneficiaries are not available, fill out the Contingent Beneficiaries Section in the same manner as the primary section.
8. Read the authorization statement carefully, then print your name, sign, and include the date in the designated area.
9. Once the form is completed, save your changes, and print a copy for your records before submitting it.

Complete your 84500_403b_BeneDes_form.indd. Image online to ensure your beneficiary designations are up to date.