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  • Income Annuity Contract Change Form - Fidelity

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S when filling out this form, please call the Annuity Service Center at 800-634-9361, Monday through Friday, 8 a.m. to 8 p.m. Eastern time. Faxes are not accepted. 1 CONTRACT OWNER INFORMATION - Contract Number Phone Number Owner s First Name Owner s Last Name Joint Owner s First Name Joint Owner s Last Name 2 - CHANGE OWNER S MAILING ADDRESS Address 3 Income Annuity Contract Change Form City State ZIP CHANGE OWNER S LEGAL NAME* (PLEASE PRINT NAMES.) Former Name Ne.

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You can transfer an annuity to a new provider as long as it hasn't started paying out income. Customers wanting to transfer an annuity to another company must complete a tax-free 1035 exchange to avoid significant withdrawal penalties.

Every annuity comes with a legal right to a “free look.” For a limited time you can get out of the annuity and request all your money back even after the policy has been issued and the initial premium is at the insurance company.

The new owner of the annuity can start receiving payments, change beneficiaries, and cash out the policy whenever they want. To give the annuity away, you simply contact the insurance company and state that you want to gift the ownership of the annuity policy to someone else or a trust.

Once you buy an annuity, you can't make any changes to it. Your regular payment amounts are locked in, and you can't change them for any reason. If interest rates are high when you buy your annuity, your annuity payments will be higher than if interest rates were low.

If contract provisions allow, by written request, the Owner may change the Annuitant (of a nonqualified annuity) at any time provided the request is received at least 30 days before the Annuity Date.

Mail your completed transfer form and most recent statement copy to: Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0036.

How To Upload Documents To Fidelity? Step 1: Log in to Your Fidelity Account. ... Step 2: Navigate to the 'Documents' Tab. ... Step 3: Select the Type of Document You Want to Upload. ... Step 4: Choose the Document File from Your Computer. ... Step 5: Review and Confirm the Document Details. ... Step 6: Submit the Document.

You can change how often your variable annuity income is revalued from once a year to once a month and vice versa. This will change the stream of payments you receive.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232