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  • Beneficiary Form For Retirement Reserves (ny) (pdf) - Fidelity

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Ves annuity contract. Type on screen or print out and fill in. For best results, use CAPITAL letters and black ink. Need more room for information or signatures? Use a copy of the relevant page or a blank sheet. Helpful To Know You may want to review this document with a tax, financial, or legal advisor. Any new information you provide replaces information we have on file. If updating owner beneficiary information, be sure to list ALL the owner s primary AND contingent benefic.

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You may establish or update beneficiaries on your Fidelity retirement accounts, brokerage non-retirement accounts, or annuity accounts by downloading and submitting a Beneficiary Designation Form.

On a nonretirement account, designating a beneficiary or beneficiaries establishes a transfer on death (TOD) registration for the account. For an individual account, a TOD registration generally allows ownership of the account to be transferred to the designated beneficiary upon your death.

You can change beneficiaries any time at Fidelity.com/ beneficiary. To add or change beneficiaries on other types of accounts, go to Fidelity.com/forms. If you are married, and you designate anyone other than your spouse as beneficiary, you must provide a notarized signature of your spouse in Section 5.

Who can I name as a beneficiary? You may name any person, trust, or entity as a beneficiary. If the account on which you are designating beneficiaries is a non-retirement account, you may also specify All Your Descendants.

A beneficiary form states who will directly inherit the asset at your death. Under a TOD arrangement, you keep full control of the asset during your lifetime and pay taxes on any income the asset generates as you own it outright. TOD arrangements require minimal paperwork to establish.

Key takeaways. A beneficiary is a person or entity you designate to inherit your assets upon your passing, including retirement accounts, brokerage accounts, and insurance policy proceeds. Beneficiary designations should align with your overall estate planning goals and objectives.

The Fidelity Cash Management Account ("Account") is a brokerage account designed for spending and cash management. Fidelity is not a bank and brokerage accounts are not FDIC-insured, but uninvested cash balances are eligible for FDIC insurance.

Name only living persons as beneficiaries, unless you are naming a trust, your estate or an organization. Do not name the same person or organization as both a primary and secondary beneficiary. Do not use the word “or” when designating multiple beneficiaries. Do not impose any conditions on payment.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232