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Get Exchanges In Writing Form - Fidelity

G Form Instructions Use this form to make exchanges to the investments in your Variable Income Annuity or Deferred Variable Annuity contract. In addition to filling out this form, you can also make exchanges online at fidelity.com or by telephone. There are some restrictions that apply. Refer to the prospectus for more information. If you have any questions when completing this form, please call the Annuity Service Center at 800-634-9361 Monday through Friday, 8 am to 8 pm Eastern Time. Faxes.

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Use the Fidelity Investments app for your mobile check deposit. Regular mail. Fidelity Management Trust Company. PO Box 770001. Cincinnati, OH 45277-0037. Overnight mail. Fidelity Management Trust Company. 100 Crosby Parkway KC1H. Covington, KY 41015-0037. Bring to a Fidelity Investor Center. Find an Investor Center.

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.

Exchange In and Exchange Out: Your investment plan might be managed by a company that picks specific funds for you. If so, they may decide to exchange one fund for another, and this exchange will be noted on your statement.

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

Same Fund Family (Exchange) This means that all Fidelity funds are in the same family, all Janus funds are in the same family, etc. When you exchange funds, you are selling shares of a fund you own and using the proceeds to buy shares in another fund in the same fund family.

Go to Fidelity.com/TransferMoneyShares or call 800-343-3548. Use this form to transfer assets between Fidelity accounts. Do NOT use this form to change the registration of an existing account. Instead, go to Fidelity.com/forms for the appropriate form.

Institutional checks do not need to be endorsed and should be payable to Fidelity Management Trust Company (FMTC)/FBO [account holder's name].

For assistance, please call the Fidelity Advisor Services Group at 888-766-6815, Monday through Friday, from 8 a.m. to 5 p.m. Eastern time. Fax Number: 877-330-2476 021610001 Page 1 Page 2 Fidelity Investments Registered Investment Advisor Authorization Form Please print clearly in ALL CAPITAL LETTERS.

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© Copyright 1997-2025
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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