Get /boston/xinet/boswork/jobs/21611/piece11/1134239=21611_11_frm_dv

Filling out the /BOSTON/xinet/BosWork/Jobs/21611/PIECE11/1134239=21611_11_FRM_DV form online is an essential step for establishing and managing your automatic annuity builder program. Follow this guide for a detailed, step-by-step approach to ensure that all necessary information is accurately provided.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to access the form and open it in your online environment.
2. Begin by entering the details of the contract owner(s) in the specified fields. Include the names of all authorized individuals, as well as their evening and daytime phone numbers.
3. In the 'Contract Receiving Investments' section, indicate the Fidelity annuity contract number and choose one of the options for the new automatic investment plan, specifying whether to add, replace, or delete existing plans.
4. Provide the details for the source account for investments. Ensure that the source account number and details for Electronic Funds Transfer are correctly filled out. If required, attach necessary documentation such as a voided check.
5. Indicate the amount and frequency of the investments by selecting the corresponding option and entering the specified transfer amount and start date.
6. Sign and date the form in the designated section. Ensure that all contract owners sign, and if required, include a Medallion signature guarantee.
7. Review the entire form for completeness, ensuring that all necessary fields are filled out and any required documents are attached. You can then save changes, download, print, or share the completed form.

Complete your documents online today to manage your financial investments effectively.