Get Systematic Withdrawal Program Annuities - Fidelity Investments

This guide provides clear and comprehensive instructions on how to fill out the Systematic Withdrawal Program Annuities form from Fidelity Investments. Designed for users of all experience levels, this guide will help you successfully navigate each section of the form.

Follow the steps to fill out the form accurately and efficiently.

1. Press the ‘Get Form’ button to access and open the Systematic Withdrawal Program Annuities form in your chosen format.
2. Begin with Section 1, which requires you to input the contract owner's full name. If applicable, include the joint contract owner's name and trust or entity name.
3. Provide your phone numbers in this section, which may be used for clarifications but will not update your account information.
4. In Section 2, choose the request type by checking one of the options: establish a new program, change an existing program, or delete an existing program. If changing, only fill in the information that is changing.
5. Proceed to Section 3. Select the withdrawal amount and schedule, ensuring the amount meets the minimum criteria ($100). Indicate the start date for the first payout.
6. Complete Section 4 by selecting your preferred withdrawal method. Ensure you comply with any requirements for Medallion signature guarantees based on your selection.
7. In Section 5, determine your tax withholding preferences. You can choose to have no federal or state tax withheld or specify the percentage to withhold.
8. Finally, in Section 6, all contract owners must sign and date the form. Ensure all necessary signatures are included, and obtain a Medallion signature guarantee if required.
9. Once the form is completed, review it for accuracy. You can then save changes, download, print, or share the form as needed before submitting it.

Complete your documents online to ensure a smooth processing experience.