Skip to main content

Have You Named Beneficiaries for Your Fidelity 403(b)/457(b) Accounts?

Posted On October 07, 2024
351 Views
beneficiaries fidelity.png

In the unfortunate event of your death, do you know how and to whom your Fidelity 403(b) and 457(b) retirement savings account benefit would be paid? If you have not named a beneficiary(ies), the benefit would be paid according to plan rules, which could differ from what you would have intended. If you have not already done so, please take a few moments today to ensure that your benefits would be distributed according to your wishes.

To make your beneficiary designations online:

  1. Log on to Fidelity NetBenefits®.
  2. Click the Profile link at the top of the page.
  3. Select Beneficiaries and follow the online instructions.

Once you have completed your beneficiary designations, you will be able to view them on NetBenefits®. Please be sure to review your choices regularly and update them after certain life events, such as marriage, divorce, birth of a child, or death in the family.

If you have questions, please telephone a Fidelity representative at 1-800-343-0860.