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

Filling out the Beneficiary Form For Retirement Reserves is essential for ensuring your assets are allocated according to your wishes. This guide provides clear, step-by-step instructions for completing the form online, making the process straightforward for all users.

Follow the steps to fill out the form accurately and effectively.

1. Begin by selecting the ‘Get Form’ button to access the Beneficiary Form For Retirement Reserves (NY) in PDF format.
2. Identify the section labeled 'Contract Owner(s)' and enter the names of the authorized individuals. If applicable, include joint owners or trusts.
3. Proceed to the 'Owner Beneficiaries' section. For each primary beneficiary, provide the required information including their name, relationship, phone number, address, Social Security or Taxpayer ID number, date of birth, share percentage, and whether you want the shares to be distributed 'per stirpes.' Make sure the total percentage equals 100%.
4. Continue filling out the 'Contingent Beneficiaries' section with similar details as required for primary beneficiaries. These individuals will inherit the assets if no primary beneficiaries survive.
5. Next, navigate to the 'Annuitant Beneficiaries' section and repeat the process for both primary and contingent beneficiaries, ensuring you collect all necessary details.
6. Finally, complete the 'Signature and Date Required' section. All contract owners must sign and date the form. Be sure to check that all required signatures are present before submitting.
7. After filling out the form completely, save your changes. You can download, print, or share the completed form as needed.

Start filling out your forms online for a smooth and efficient experience.