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  • Systematic Withdrawal Program Annuities - Fidelity Investments

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Rogram for a Fidelity Personal Retirement Annuity or Fidelity Retirement Reserves Annuity contract. Type on screen or print out and fill in. For best results, use CAPITAL letters and black ink. Need more room for information or signatures? Use a copy of the relevant page or a blank sheet. Helpful to Know If you have multiple contracts, you will need to file a copy Withdrawals could trigger redemption fees (see appliof this form for each one. cable fund prospectus). You must ha.

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Annuity administrative fees are usually around 0.3% of the annuity's value but vary greatly depending on the type of annuity. Variable annuities have the most fees, while fixed and immediate annuities have very few.

Withdrawals can be initiated online for Traditional, Rollover, Roth and SEP IRAs using the "Withdraw from your IRA" button. For SIMPLE IRA distributions, please use our separate form (PDF) or call us for assistance at 800-343-3548.

Low fees can make a big difference Annual annuity charge of just 0.25% (0.10% for contracts purchased with an initial investment of $1 million or more3). Fund fees also apply. More of your money goes to helping you reach your investment goals.

Gross advisory fee applicable to accounts managed through Fidelity® Strategic Disciplines ranges from 0.20% to 0.49% and gross advisory fee applicable to accounts managed through Fidelity® Wealth Services ranges from 0.50%–1.04%, in each case based on a minimum investment of $2 million.

A systematic withdrawal plan (SWP) enables you to create a set income stream by dividing up your investment or retirement account into smaller sections. You receive this income on a regular basis at a time interval you choose, such as monthly or annually.

Fidelity employees receive bonuses or commissions for selling annuities, as is the case with most annuity companies. Online reviews suggest agents do a good job taking care of customers, but commissions can sway recommendations. We suggest you talk to a third party financial advisor before buying an annuity.

Call 800-634-9361. Use this form to make a one-time withdrawal from or to surrender your annuity contract. Type on screen or print out and fill in. For best results, use CAPITAL letters and black ink.

ing to 12/31/23 data on non-group open variable annuities from Morningstar, Inc., at 0.25% Fidelity Personal Retirement Annuity's annual annuity charge is significantly lower than the national industry average 1.03% annual annuity charge. Underlying fund fees also apply.

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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