Naming beneficiaries for your retirement plan is important to ensure that your funds will be distributed according to your wishes in the event of your death. Fortunately, doing so just became simpler for Fidelity participants.
If you’d like to set up your beneficiaries online, simply log-in to your Fidelity Net Benefits account, click on the Profile link, select Beneficiaries, and follow the prompts. Once your beneficiaries are set up online, you can quickly and easily update them after life events such as marriage, divorce, the birth of a child, or the death of a beneficiary.
If you prefer not to list your beneficiaries online, you may continue to list them on paper forms. Forms are available on the HR Portal Forms and Retirement Plan pages. Please note that they should be sent directly to Fidelity.
For those with retirement accounts through TIAA, their online beneficiary service has been available for several years. You can check your beneficiaries by logging in to your account at www.tiaa.org.
If you have any questions or concerns, please contact Viktoria Rill at firstname.lastname@example.org or 312.567.3353.