Fidelity IRA Beneficiary Designation - Instant Benefits Network
Fidelity IRA Beneficiary Designation - Instant Benefits Network
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