Fidelity Inherited Ira Investment Options

Fidelity inherited ira investment options

All fields required unless otherwise noted.

close the tooltip

To open an account:

    • Identifying information (Social Security number, date of birth, etc.)
    • Contact information (legal/mailing address, email address, phone number)
    • Employment information, if applicable (occupation, employer's name and address)
    • Identifying information for the original account owner (Social Security number, date of birth, and date of death)

To transfer assets:

    • A copy of the original account owner's death certificate
    • A statement from the account you've inherited

How Do Inherited IRA's Work For Non-Spouse Beneficiaries? (VIDEO HAS BEEN REPLACED)