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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Managing an inheritance

If you've recently lost a loved one, or are helping someone who has, we recognize this can be a challenging time. Understanding the process and getting organized are important first steps.

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.

We'll explain what's expected of you if you've been named to one of these important roles.

If you're inheriting an IRA, learn about required minimum distributions (RMDs) you may need to take soon.

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.

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Call or visit us today to set up an appointment.

800-343-3548

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Inheriting other assets

See the first steps below for inheriting special types of accounts:

Account type	How to transfer
Annuity	First, contact the issuing annuity company at the phone number listed on the policy. For Fidelity help with inheriting an annuity, call 800-544-4374.
Fidelity Cash Management Account	Start by notifying Fidelity of a death. Then, if you're the beneficiary, we'll guide you through your inheritance options.
Life insurance	Beneficiaries should contact the issuing life insurance company at the phone number listed on the policy. For Fidelity help with inheriting life insurance benefits, call 800-544-4374.
Non-retirement investment account	Start by notifying Fidelity of a death. Then, if you're the beneficiary, we'll guide you through your inheritance options.
Trust	See the trustee guidelines for inheriting a trust. As a first step, notify us of a death.

Managing an inheritance

Help for specific types of inherited accounts

IRA

401(k), 403(b), or 457 plan

Other type of account

Insights that can help

Executor and trustee guidelines

RMD rules for inheriting IRAs

Your guide to inheriting a Fidelity account

Let's talk about how we can work together

Inheriting a 401(k), 403(b) or 457 Plan

What type of account are you inheriting?

IRA

401(k), 403(b) or 457 plan

Other types of accounts

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Managing an inheritance

Getting started

Help for specific types of inherited accounts

Insights that can help

Let's talk about how we can work together

Inheriting other assets

Call or visit us today to set up an appointment