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Fidelity Investments 403(b) Custodial Account Account Application

Source: hr.nd.edu
Topic: Fidelity Investment

Sort Desciption: I hereby adopt the Fidelity Investments 403(b)(7) Custodial Account (“Program”) and certify that I have received and read the Custodial Agreement ...

Content Inside: 325486 1.540061.106 6. AUTHORIZATION AND SIGNATURE Individual Authorization: By executing this form • I hereby adopt the Fidelity Investments 403(b)(7) Custodial Account (“Program”) and certify that I have received and read the Custodial Agreement for the Program • I acknowledge that the provisions of the Program shall be governed by the laws of the Commonwealth of Massachusetts • I certify under penalties of perjury that my Social Security number in Section 1 on this form is correct • I acknowledge that I have read the prospectus of any mutual fund in which I invest and agree to the terms • I understand that my account may be subject to an annual maintenance and/or recordkeeping fee • I understand that I may designate a beneficiary for my assets accumulated under the Program, and that if I choose not to designate a beneficiary, my beneficiary will be my surviving spouse or, if I do not have a surviving spouse, my estate • I am aware that the beneficiary information included in this form becomes effective when delivered to Fidelity and will remain in effect until I deliver another completed and signed Beneficiary Designation Form to Fidelity at a later date • I am aware that the beneficiary information provided herein shall apply to all of my accounts under the 403(b) plan listed in Section 2 for which Fidelity Management Trust Company (or its affiliates and/or any successor appointed pursuant to the terms of such 403(b) account as applicable) acts as custodian and shall replace all previous designation(s) I have made to my account(s) under the plan • I recognize that although Fidelity Management Trust Company is a bank, neither Fidelity Distributors Corporation nor any mutual fund in which my 403(b)(7) account may be invested is a bank, and mutual fund shares are not backed or guaranteed by any bank or insured by the FDIC Your Signature: Date: Y Y Y Y D D M M X Don’t forget to sign! Fidelity Investments Institutional Operations Company ...

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