Manage beneficiaries online
You can establish or update the beneficiaries on your Fidelity retirement or brokerage (non-retirement) accounts online.
Beneficiary update forms
Establish or update the beneficiary on your Fidelity retirement accounts, brokerage non-retirement accounts, or annuities using the forms below1. The beneficiaries you designate will receive payment of the value of your account(s) following your death.
Generally, any beneficiary designation change to a retirement account for which Fidelity Management Trust Company (or successor) acts as custodian will apply to that account only.
To designate beneficiaries on a Fidelity account registered as Individual, Joint Tenants with Rights of Survivorship, and Tenants by Entirety, use the:
To designate a Successor Participant (transfer account ownership due to death) for your 529 College Investing Plan account, use the:
To change the beneficiary and transfer the account balance from your existing 529 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:
To add or change the designated beneficiary for an HSA, use the: