Fidelity Spousal Consent Form - Most forms can be completed online, or you can download a pdf where it's offered to fill out a paper copy. Most popular forms all forms. If you are married and you do not designate your spouse as your Access our most popular forms below, or select all forms to see a complete list. If you are married, your plan requires you to designate that your spouse receives 50% or more of your vested account balance in the form of a preretirement survivor annuity. Web 403(b) beneficiary designation, 50% spousal consent (pdf) designate beneficiaries; Spouse must receive 50% of vested balance unless they consent to forfeiture of benefits: If you are married, your plan requires that you designate your spouse as primary benefi ciary for at least 50% of your vested account balance, payable in the form of a preretirement survivor annuity. 403(b) beneficiary (pdf) designate beneficiaries without spousal consent: Forms that do not link to an online application are currently not available digitally.
If you are married and you do not designate your spouse as your Spouse must receive 50% of vested balance unless they consent to forfeiture of benefits: Most forms can be completed online, or you can download a pdf where it's offered to fill out a paper copy. If you are married, your plan requires you to designate that your spouse receives 50% or more of your vested account balance in the form of a preretirement survivor annuity. 403(b) beneficiary (pdf) designate beneficiaries without spousal consent: Web 403(b) beneficiary designation, 50% spousal consent (pdf) designate beneficiaries; Most popular forms all forms. If you are married, your plan requires that you designate your spouse as primary benefi ciary for at least 50% of your vested account balance, payable in the form of a preretirement survivor annuity. Access our most popular forms below, or select all forms to see a complete list. Forms that do not link to an online application are currently not available digitally.