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Beneficiaries— Nonretirement Transfer on Death

Questions? Go to or call Nonretirement Transfer on DeathUse this form to establish or update the beneficiaries on a Transfer on Death (TOD) registration on your Nonretirement Fidelity Account or Fidelity Funds Account registered as Individual, Joint Tenants with rights of survivorship , or Tenants by the Entirety. Do NOT use for retirement accounts or 529 College Savings Plans. Type on screen or print out and fill in using CAPITAL letters and black ink. If you need more room for information or signatures, make a copy of the relevant to Know This form preempts any terms in your will concerningthe accounts in question. You may want to review thisdocument with a tax, financial, or legal adviser. Transfer on Death registrations are not availablein Louisiana. Please consider consulting an attorney,tax professional, or estate planner familiar with yourparticular situation.

or Fidelity Funds Account registered as Individual, Joint Tenants with Rights of Survivorship, or Tenants by the Entirety. Do NOT use for retirement accounts or 529 College Savings Plans. Type on screen or print out and fill in using CAPITAL letters and black ink. If you need more room for information or signatures, make a copy of the relevant ...

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