Get Income Annuity Contract Change Form - Fidelity

Completing the Income Annuity Contract Change Form - Fidelity online is a straightforward process that allows users to update their information easily. This guide provides clear instructions to help you navigate through each section of the form confidently.

Follow the steps to fill out the Income Annuity Contract Change Form correctly.

1. Click the ‘Get Form’ button to access the Income Annuity Contract Change Form and open it in your preferred editor.
2. In the first section, 'Contract Owner Information', provide the contract number, phone number, and the full names of the owners. Ensure the accuracy of the names to avoid discrepancies.
3. Move to the 'Change Owner’s Mailing Address' section. Input the new mailing address, including city, state, and ZIP code, to ensure that all correspondence reaches you.
4. For a legal name change, complete the 'Change Owner’s Legal Name' section. Enter the former name and the new name. Attach any required legal documentation, such as a marriage certificate, to support this change.
5. In the 'Change Beneficiary' section, list all primary and contingent beneficiaries. Specify the percentage of the benefit that each beneficiary will receive, ensuring that the total equals 100%. Use a separate piece of paper if additional space is needed.
6. Check the appropriate box regarding the designation of per stirpes for beneficiaries, and consult an estate-planning attorney if needed for legal advice.
7. Complete the 'Authorized Signatures' section by having all owners sign and date the form, confirming that they authorize the changes.
8. Finally, save your changes, download the completed form, print it for your records, or share it as necessary before mailing it to the designated Annuity Service Center address.

Start completing your Income Annuity Contract Change Form online today for a hassle-free update process.