Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation. The subject line of the email you send will be "Fidelity.com: ". Fidelty has a career opportunity for a Transition Services Specialist in Salt Lake City, UT This site uses cookies for operational purposes and to offer the best experience possible. Life insurance: Beneficiaries should contact the issuing life insurance company at the phone number listed on the policy. Before investing, consider the funds' investment objectives, risks, charges, and expenses. To ensure your safety as a job candidate, we will be relying on virtual interviewing and other digital communications. Then, if you're the beneficiary, we'll guide you through your inheritance options. Investing involves risk, including risk of loss. At Transition Services, Inc. (TSI) our team of Human Resources, Operational and Legal Experts work closely with our clients to audit, design, implement and administer customized severance and off-boarding solutions. Read it carefully. Fidelity Investments is a provider of financial services. A certified copy of the death certificate must be included too. See how we can assist you in completing the inheritance of a workplace savings account. We'll explain what's expected of you if you've been named to one of these important roles. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. When a death is reported, we immediately limit access to the deceased's Fidelity accounts, providing added peace of mind during the inheritance process. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 Careers Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 This estimate is based upon 3 Fidelity Investments Transition Specialist salary report(s) provided by employees or estimated based upon statistical methods. We appreciate your understanding and flexibility during this time. Our inheritance specialists are ready to guide you along the way. Your guide to inheriting a Fidelity account, First, contact the issuing annuity company at the phone number listed on the policy. Fidelity Investments will soon become the provider of recordkeeping services for the Catholic Medical Center 403 (b) Plans. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Copyright 1998-2021 FMR LLC. This role requires the Series 7 License in order to be considered. Fidelity Cash Management Account: Start by notifying Fidelity of a death. When a life event requires a customer to make changes to their accounts, you will provide a personalized, frictionless experience for these transitions. Important legal information about the email you will be sending. Read it carefully. Learn about the inheritance options available to you, based on your relationship to the deceased. Call Us Main switchboard: 1 866 362-7020 or 416 216-2600 Sales and Business Development: 1 855 416-2700 or 416 216-2700 Client Services: 1 877 949-9876 or 416 306-5980 Relay: 1 800 855-0511 . It is a violation of law in some jurisdictions to falsely identify yourself in an email. Fidelity Investments Fort Worth, TX, US. Great benefits and time off as well as 401k match. 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