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How do I fill this out?
To fill out this form, begin by providing your personal information in the designated fields. Carefully select your investment options and designate beneficiaries to ensure accurate processing. Finally, review all entries for accuracy before submission.
How to fill out the Fidelity Investments Account Application Form?
1
Fill in your personal information completely.
2
Select your investment options and allocate contributions.
3
Designate your primary and contingent beneficiaries.
4
Ensure to obtain spousal consent if married.
5
Sign the form and submit it as instructed.
Who needs the Fidelity Investments Account Application Form?
1
New employees requiring retirement accounts.
2
Individuals looking to consolidate retirement savings plans.
3
Married individuals needing spousal consent for benefits.
4
Trustees managing trust beneficiaries for retirement accounts.
5
Financial advisors assisting clients with investment allocations.
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What are the instructions for submitting this form?
To submit this form, you can choose digital submission through the NetBenefits® Mobile App by selecting 'Actions' and then 'Send a Document'. Alternatively, you can mail the completed form to Fidelity Investments at either the Cincinnati address for regular mail or the Covington address for overnight mail. For any questions during this process, visit fidelity.com/atwork or contact Fidelity customer service.
What are the important dates for this form in 2024 and 2025?
There are no specific important dates for submitting this form, but it's advisable to complete it as soon as you decide to enroll in your workplace savings plan for timely processing of your contributions.
What is the purpose of this form?
The purpose of this form is to facilitate the opening and management of retirement accounts through Fidelity Investments. It provides clear instructions for potential account holders on how to allocate investment contributions. Additionally, it ensures that beneficiaries are designated according to the individual's wishes.
Tell me about this form and its components and fields line-by-line.
- 1. Social Security / U.S. Tax ID: Your personal identification number.
- 2. Date of Birth: Your birth date for identity verification.
- 3. Investment Options: Selection of how your funds will be allocated.
- 4. Beneficiary Designation: Names and details of the individuals or trusts you wish to designate.
- 5. Spousal Consent: Acknowledgment from your spouse for beneficiary designations.
What happens if I fail to submit this form?
Failure to submit this form may result in delays in setting up your retirement account or incorrect beneficiary designations. This can lead to complications in accessing your funds or proper distribution after your passing.
- Delayed Account Setup: Without submission, your retirement savings plan will not be established.
- Incorrect Beneficiary Designation: Failure to specify beneficiaries may lead to disputes or unintended heirs.
- Investment Allocation Issues: Not completing your investment options can result in default allocations.
How do I know when to use this form?
- 1. Opening a New Account: Use this form to establish your retirement account with Fidelity.
- 2. Updating Beneficiaries: To modify who will receive your assets upon your death.
- 3. Consolidating Accounts: To transfer funds from existing retirement plans into a new Fidelity account.
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