Get Annuity Services Power Of Attorney Form - Fidelity

Filling out the Annuity Services Power Of Attorney Form - Fidelity is an important step in designating an authorized agent for your annuity contract. This guide will walk you through the process step-by-step to ensure you complete the form correctly and efficiently online.

Follow the steps to complete the form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred PDF editor.
2. Begin filling out the contract information section. Enter your contract number and indicate your best telephone contact. This ensures that the company can reach you for any necessary clarifications.
3. Input your personal details in the owner’s information section. Fill in your first name, last name, social security number, and whether there is a joint owner by selecting ‘Yes’ or ‘No’.
4. In the Authorization and Powers of Authorized Agent section, authorize an individual by entering their name and social security number. Ensure that this person understands the powers you are granting them regarding your annuity contract.
5. Complete the address details for your authorized agent, including their street address, city, state, and zip code. This ensures that communications can reach them.
6. Have the authorized agent sign and date the form in the designated areas. Their signature is crucial as it confirms the acceptance of the role.
7. In the duration of authorization section, understand that this authority will remain effective until you revoke it in writing or until your death.
8. Review the form for any missed required fields marked with an asterisk before submitting it. Make sure all required signatures are included.
9. Once completed, use the print option provided at the end of the form to get a copy for your records.
10. Finally, submit the form either by mailing it to the appropriate address listed or by following any additional specified submission instructions.

Complete your Annuity Services Power Of Attorney Form - Fidelity online today to ensure your financial management needs are met efficiently.