Re: Fidelity - beneficiaries

[http://dummy.us.eu.org/robert (Robert)]

I see that there is a drop-down for "trust" associated with the name for
the Fidelity accounts.

There is no such drop-down for the 401K accounts, and those already have
the word "trust" in the beneficiary name.

I think the existing beneficiary names are fine and no change is needed.

Thanks.

 > From: AltyKosherbek.team <http://www.fmr.com/~AltyKosherbek.team>
 > Date: Fri, 16 Oct 2026 00:07:49 +0000
 >
 > Hi Robert!
 > 
 > Yes, please abbreviate the middle names to fit "Trust" in the beneficiaries.
 > 
 > I can have Tran call tomorrow to help?
 > 
 >  --
 > 
 > I don't think my beneficiaries are correct for my most of my accounts.  My
 > workplace 401K beneficiary seems correct with "ROBERT AND
 > NOELLE LIVING TRUST", but the other ones are just say "ROBERT
 > S. AND NOELLE".
 > 
 > Shouldn't they all say "ROBERT AND NOELLE LIVING
 > TRUST"?