Fidelity Beneficiary Claim 2012-2025 Form

What is the Fidelity Beneficiary Claim Form

The Fidelity Beneficiary Claim Form is a legal document used to request the distribution of benefits from Fidelity Investments upon the death of an account holder. This form is essential for beneficiaries to claim their entitled assets, which may include cash, securities, or other investment products. It is specifically designed for Fidelity's non-retirement accounts, ensuring that the process adheres to the company's policies and legal requirements.

How to Obtain the Fidelity Beneficiary Claim Form

To obtain the Fidelity Beneficiary Claim Form, beneficiaries can visit the Fidelity Investments website, where the form is typically available for download. Additionally, beneficiaries can contact Fidelity customer service directly to request a physical copy of the form. It is important to ensure that the correct version of the form is used, as Fidelity may update its documents periodically.

Steps to Complete the Fidelity Beneficiary Claim Form

Completing the Fidelity Beneficiary Claim Form involves several key steps:

• Gather necessary information, including the deceased account holder's details and your identification.
• Fill out the form accurately, providing all required information such as your relationship to the deceased and the desired method of payment.
• Review the form for completeness and accuracy to avoid delays in processing.
• Sign and date the form, ensuring that all required signatures are included.

Legal Use of the Fidelity Beneficiary Claim Form

The Fidelity Beneficiary Claim Form is legally binding once completed and submitted according to Fidelity's guidelines. It is crucial that the form is filled out correctly to comply with relevant laws governing beneficiary claims. This includes ensuring that the form is signed by the appropriate parties and submitted within any specified deadlines to avoid complications.

Required Documents

When submitting the Fidelity Beneficiary Claim Form, beneficiaries may need to provide additional documentation. Commonly required documents include:

• A certified copy of the death certificate.
• Proof of identity for the beneficiary, such as a government-issued ID.
• Any additional documents specified by Fidelity, which may vary based on the account type.

Form Submission Methods

Beneficiaries can submit the Fidelity Beneficiary Claim Form through various methods. The options typically include:

• Online submission via Fidelity's secure portal, if available.
• Mailing the completed form to the designated Fidelity address.
• In-person submission at a Fidelity branch, if applicable.

Key Elements of the Fidelity Beneficiary Claim Form

The Fidelity Beneficiary Claim Form includes several key elements that must be completed for the claim to be processed. These elements typically include:

• The name and contact information of the beneficiary.
• The account holder's information, including account numbers.
• The beneficiary's relationship to the deceased.
• Signature and date fields to validate the claim.