Income Taxes and Record Keeping ( tax ) Message Board

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Strategies & Market Trends : Income Taxes and Record Keeping ( tax )

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To: Larry S. who wrote (3628)	2/3/2001 1:52:45 PM
From: J. C. Dithers	Read Replies (1) of 5810

More on Beneficiaries under a Brokerage Account............ Thanks for the prompt answer. I'm glad I'm not so dumb after all not to have known of this. Here are the key paragraphs from the instruction "booklet" that Fidelity provides: Fidelity Investments Designated Beneficiary Agreement provides for the disposition of assets held in a Fidelity non-retirement brokerage account. The designation made under the Agreement will take precedence over any disposition of assets held in a Fidelity non-retirement brokerage account such as a will, or.... The usual legal/tax advice disclaimers follow this. But in my experience, that's a pretty unambiguous statement for a brokerage house to make. This is a 14 page "booklet" that comes up on Acrobat Reader. I don't seem able to provide a URL while in the Acrobat mode. However, it can be obtained from Fidelity's home page without logging in with any account number. Look for "Improved Online Customer Service" on the Home Page. Click on this, and then on the page that comes up, click on "Find a Form." On that page there are click ons, including one for non-retirement accounts, and that will bring up the form and the booklet.

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