Get Fixed Index Annuities Reallocation Request Form

Filling out the Fixed Index Annuities Reallocation Request Form online can be a straightforward process when you understand each section. This guide aims to provide clear instructions to help users complete the form accurately and efficiently.

Follow the steps to successfully complete the reallocation request form.

1. Press the ‘Get Form’ button to obtain the form and open it in your preferred document editor.
2. Begin by filling out the top section of the form. This includes entering your policy number, the policy owner's name, social security number, phone number, street address, city, state, and zip code.
3. Locate the section that corresponds to your specific fixed index annuity product. Carefully read the allocation options provided.
4. For each interest option listed, indicate your desired allocation percentage using whole numbers. Ensure that the total allocation equals 100 percent.
5. After completing the allocation sections, sign and date the authorization line at the bottom of the page, ensuring to include your signature and date for the joint owner if applicable.
6. Once all sections are filled out and reviewed, prepare to submit the form. Return all pages of the signed form to the Fidelity & Guaranty Annuity Service Center either by mail or fax to 402-328-2266.
7. Make sure the form is returned no later than 10 days after the anniversary date of your contract to ensure your reallocation is processed.
8. Finally, save any changes made to your document, and consider downloading, printing, or sharing the form as necessary.

Complete your Fixed Index Annuities Reallocation Request Form online today to manage your investments effectively.