Start our guided inheritance process
Losing a loved one, you have a lot to deal with. We aim to help make things a little easier on you with our guided 3-step inheritance process. Start now and finish whenever it's best for you. We recommend taking the important first step immediately by notifying us of a death.
Here's an important starting point: Quickly notify us of the death—we'll immediately limit access to the deceased's accounts. With those initial safeguards in place, you'll have added peace of mind to go at your own pace to complete the rest of the inheritance process.
Here are a few key pieces of information we'll need about the deceased to complete Step 1:
- Full name
- Date of birth
- Date of death
- Social Security number
During Step 2, if you’re the beneficiary, we'll help you understand the available options for your inheritance, based on the type of account you're inheriting. As a next step, we'll help you select an eligible account of your own where we'll ultimately transfer the inheritance.
Keep in mind: Not all account types are suited for receiving inherited assets, especially when inheriting retirement assets. For instance, receiving inherited retirement account assets in a non-retirement account could mean an immediate tax liability for you.
Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917