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Fidelity IRA Beneficiary Designation - Instant Benefits Network

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3. SIGNATURE<br />

I understand that if I have not previously designated any beneficiary(ies) and choose not to designate any beneficiary(ies)<br />

above, (or no designated beneficiary(ies) survives me), my beneficiary will be my surviving spouse, or if I do not have a<br />

surviving spouse, my estate as provided in the applicable <strong>Fidelity</strong> <strong>IRA</strong> Custodial Agreement. For <strong>IRA</strong>-BDA and Roth-BDA<br />

accounts, if no beneficiary is designated (or no designated beneficiary(ies) survives me), my beneficiary shall be my estate, as<br />

provided in the applicable <strong>Fidelity</strong> <strong>IRA</strong> Custodial Agreement. I am aware that this form becomes effective when delivered to<br />

and accepted by <strong>Fidelity</strong>, and will remain in effect until <strong>Fidelity</strong> receives and accepts another form with a later date.<br />

The beneficiary information provided herein shall apply to the <strong>Fidelity</strong> <strong>IRA</strong>(s) that I listed in 2A for which <strong>Fidelity</strong> Management<br />

Trust Company (or their affiliates and/or any successor custodian appointed pursuant to the terms of such <strong>IRA</strong>s) acts as custodian,<br />

and shall replace all previous designation(s) I have made to my applicable <strong>Fidelity</strong> <strong>IRA</strong>(s).<br />

Check here if you are currently receiving minimum required distributions from your retirement account.<br />

Signature of Account Owner<br />

Date:<br />

X<br />

PO Box 770001, Cincinnati, OH 45277-0042<br />

<strong>Fidelity</strong> Brokerage Services LLC, Member NYSE, SIPC<br />

<strong>Fidelity</strong> Portfolio Advisory Services SM is a service of Strategic Advisers, Inc., a registered investment adviser<br />

and <strong>Fidelity</strong> Investments company. Accounts are carried by National Financial Services LLC, Member<br />

NYSE, SIPC, a <strong>Fidelity</strong> Investments company.<br />

367146 C.532-FORM-0304<br />

1.707582.109<br />

001070104

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