Losing a loved one
If you've recently experienced a loss, we can help you navigate the important financial steps to take in this difficult time. To report a death to Fidelity, fill out our online form.
Navigating the process
Our fully guided 3-step inheritance process can provide you simplicity and clarity when inheriting assets―whether you're a beneficiary or someone authorized to act on their behalf.
Why notify us online right away?
When a death is reported, we immediately limit access to the deceased's Fidelity accounts, providing added peace of mind during the inheritance process.
Help for specific types of inherited accounts
Learn about the inheritance options available to you, based on your relationship to the deceased.
401(k), 403(b), or 457 plan
See how we can assist you in completing the inheritance of a workplace savings account.
Insights that can help
We'll explain what's expected of you if you've been named to one of these important roles.
From immediate to-do's to the records you'll want to gather, we'll help you move forward thoughtfully.
If you're inheriting an IRA, learn about required minimum distributions (RMDs) you may need to take soon.
Need additional help? We're here for you.
Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.