Losing a loved one

In this difficult time, we're here to help you understand the important financial to-do's and information that can help.

Your first step, if the deceased was a Fidelity customer, is to notify us of the death.

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

IRA

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.

Other type of account

Learn how you can inherit nonretirement accounts, such as trusts, annuities, brokerage accounts, or cash management accounts.

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.