Fidelity Spousal Consent Form
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Fidelity Spousal Consent Form
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A A Customer Service Overview Forms Applications All Forms Questions 800 343 3548 Before you get started Already started a request online Pick up where you left off Download Adobe Reader To view PDFs be sure to download the latest version of Adobe Reader Need something notarized 5. Spouse’s Consent Notarized signature required if spouse is not the only primary beneficiary. By signing below, you: • agree to the designation of the beneficiary(ies) on this form • understand that you are allowing those beneficiary(ies) to receive assets that would otherwise be paid to you PRINT SPOUSE NAME SPOUSE SIGNATURE DATE MM/DD
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Fidelity Spousal Consent FormSpousal Consent: If you are married, your plan requires you to designate that your spouse receives 50% or more of your vested account balance in the form of a preretirement survivor annuity. 3 SPOUSAL CONSENT Spousal Consent If you are married your plan requires that you designate your spouse as primary beneficiary for 100 of your vested account balance If you are married and you do not designate your spouse as
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