For Fidelity Customers: Keep Your Information Up to Date
Do you have a Fidelity Investments plan? Enhance your digital presence and stay connected – update your contact and beneficiary information on file today! It takes less than five minutes and is the best way to stay up-to-date on information related to your plan.
Make sure your retirement savings at Fidelity Investments is distributed the way you want.
When you select a beneficiary, you can be sure that your assets will go where you want them to go.
What’s a beneficiary?
An individual, a trust, your estate, or an organization eligible to receive benefits upon your death.
Why update my beneficiary now?
It’s important to make sure you have a valid and current beneficiary for your account to ensure that, upon your death, your benefits are paid to those you wish to receive them.
Who can be my beneficiary?
You may name any person(s), a trust, or other legal entity as allowed under your plan as your beneficiary.
Video Tutorial: Naming Your Beneficiary