What Happens to Your Fidelity Estate Services Account When You Die
Quick Facts
Accounts
Download all statements
Beneficiaries
Verify designations
Estate
Dedicated estate team
Step-by-Step Guide
Download account statements and documents
Download recent statements, tax documents, and beneficiary designations from all Fidelity accounts.
Contact Fidelity estate services
Contact Fidelity's dedicated estate services team to begin the account transfer process.
Document Now Checklist
- Fidelity account numbers
- Account types (IRA, 401k, brokerage)
- Beneficiary designations
Last verified: June 2026. Platform policies may change. Verify current procedures directly with Fidelity Estate Services. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Social Security
Social Security must be notified of death immediately. Benefits paid after death must be returned. Survivor benefits may be available.
IRS / Tax Returns
A final individual tax return must be filed for the year of death. Estates over $13.61M may owe federal estate tax.
Veterans Affairs (VA)
Veterans are entitled to burial benefits, a headstone or marker, a burial flag, and Presidential Memorial Certificate — all at no cost.
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