Your death notification allows Fidelity to protect and restrict certain accounts from unauthorized access. Click here for Fidelity's notification of death form.

The first step is to notify Fidelity Investments of the deceased’s passing. You can do this by calling the company’s customer service number at 1-800-FIDELITY (1-800-343-3548) or by visiting a …

Sep 13, 2023 · To report a death to Fidelity Investments, you can call their toll-free number at 1-800-343-3548. You can also notify them by mail or visit a local Investor Center. When notifying …

Losing a loved one can be a difficult experience, and navigating the emotional, legal, and financial aspects confusing. Fidelity’s got resources to help you along the way.

Sep 13, 2023 · You can notify Fidelity Investments by calling their customer service line at 800-343-3548. You can also do it online through the Message Center in your Fidelity account, if …

It’s important to notify the trustee as soon as possible. Contact attorney, financial advisor, and tax advisor. Financial professionals your loved one worked with may have insight into their plans. …

To help you get organized, we’ve created this checklist to help you gather documents and keep track of all the little things that need to be done. Not everything here will apply to your …

Access important forms whenever you need them on Fidelity NetBenefits®. Review withdrawal rules that apply to payments from your plan. Request a one-time cash distribution from your …

As you start the inheritance process, here's the first step we recommend: Notify us online about the death. We'll immediately limit all access to the deceased's accounts, providing added …

Contact Fidelity by phone, try using our virtual assistant for quick answers, or share your screen with a representative.