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To designate beneficiaries on a Fidelity account registered as Individual, Joint Tenants with Rights of Survivorship, and Tenants by Entirety, use the:. Designation of beneficiaries on a Fidelity account establishes a transfer on death TOD registration on the account. TOD allows your account to be distributed upon your death for an individual account and upon the death of the surviving account holder for a Joint Tenant with Right of Survivorship account and Tenants by Entirety account directly to the beneficiaries you designate.
To designate a Successor Participant transfer account ownership due to death for your College Investing Plan account, use the:. To change the beneficiary and transfer the account balance from your existing College Investing Plan account to an account for a new beneficiary, use the:. To add or change the designated beneficiary for a tax-deferred or income annuity, use the form below in the Annuities section or request online:. Skip to Main Content. Search fidelity. Investment Products.
Why Fidelity. Your Profile. Manage beneficiaries online You can establish or update the beneficiaries on your Fidelity retirement or brokerage non-retirement accounts online. Virtual Assistant is Fidelity's automated natural language search engine to help you find information on the Fidelity.
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Fidelity does not guarantee accuracy of results or suitability of information provided. Skip to Main Content. Search fidelity. Investment Products. Why Fidelity. Print Email Email. Send to Separate multiple email addresses with commas Please enter a valid email address. Your email address Please enter a valid email address. Message Optional. How to Set Up a Power of Attorney If you want to give another person full control over your account, it's a good idea to review your specific needs with a trusted legal advisor to determine if a power of attorney POA is the right choice for you.
What do I need to know? When you submit the appropriate Fidelity forms, please make sure they are: Signed, notarized, and dated in front of a notary for both the owner and the attorney-in-fact Signed by two witnesses this may vary depending on your specific state's requirements Note : Your attorney-in-fact cannot sign as a witness.
What to expect If you're not an annuity customer, please consider using the online steps because the process will guide you to the correct form and give you a detailed checklist of what you need to provide. Please Wait. Online notary available NotaryCam is one option to help you access notary services online.