Q: My husband received a letter from fidelity investments expressing their sympathy over the loss of his ex girlfriend.
They asked for a copy of the death certificate to process a beneficiary claim. It doesn’t say specifically he is the beneficiary but this letter came 3 years after her death out of the blue. We sent fidelity the death certificate after getting it from the state of her death. We have heard nothing since. Is it possible he isn’t a beneficiary on this account?
A:
It sounds like he was still listed as a beneficiary on a 401K or IRA or something.
Don't be shy! Call Fidelity and ask for a status. They wouldn't have sent that form just for fun.
He wasn't married to her was he? Divorce automatically cancels naming your ex as a beneficiary. No protection for just dating though. If she had married then it might get sticky with her husband tho.
1 user found this answer helpful
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