This page will open in a popup window. Welcome to Fidelity's QDRO Center. 577586.4.0 1.927093.103 NOTARY SEAL/STAMP 4.Spouse’s Consent Complete if you are married AND if required by your plan. Whatever questions or issues you may have, here are some ways to get in touch with us. 5. This site will help answer … This site was created to help you quickly and effectively prepare a Qualified Domestic Relations Order. 1.800.241.1439 1.800.241.1439. Telephone. Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products including Mutual … Fidelity IRA/HSA Beneficiary Designation form (PDF) . Name Social Security or Taxpayer ID Number Date of Birth MM DD YYYY Evening Phone Daytime Phone E-mail Not married Married Your spouse may need to sign this form. Brokerage services are pro vided by Fidelity Brokerage Services LLC, Member NYSE, SIPC. Bankers Fidelity Life Insurance Company 800-835-5097 Fidelity Investments Institutional Operations Company LLC. The QDRO Center is tailored to the requirements of each plan, ERISA and the Internal Revenue Code. Disability Claim Form Claim Filing Instructions for Mail or Fax: Please complete this packet in full to … 574789.3.0 (8/11) Fidelity's QDRO Center can speed the qualification of domestic relations orders. Mail or fax the completed forms to American Fidelity at the address or fax number listed above. 401(k), 403(b), or other employer-sponsored benefits with Fidelity. … 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. Please note that email is not a secure form … Fidelity's QDRO Center - An Overview. On this form, “Fidelity” means Fidelity Brokerage Services LLC and its affiliates. To change the address or phone number on a Workplace Savings Account (for example, 403(b), 401(k), 457 Plan), please contact your plan administrator or go to NetBenefits to update your information online. As a result, … Send us a message at Fidelity Customer Service. … Ask your plan sponsor or Fidelity. Toll-free: 1 800 263-4077 Telephone: (416) 307-5200 TTY: 1 800 855-0511 Fax: 1 800 387-8092 Email.
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