Get Direct Deposit/annuity Builder Form - Fidelity

Filling out the Direct Deposit/Annuity Builder Form - Fidelity online is a straightforward process designed to facilitate the automatic transfer of income payments or changes to your annuity account. This guide provides clear, step-by-step instructions to ensure a smooth completion of the form.

Follow the steps to successfully complete the form online.

1. Click ‘Get Form’ button to obtain the Direct Deposit/Annuity Builder Form and open it in your preferred document editor.
2. Determine your request type. You need to select whether you want to transfer funds from your annuity to your bank or vice versa. Make sure to indicate the correct option.
3. Complete the contract information section by filling out the required fields, including the contract number, your best telephone contact, and ownership type (individual, joint, trust, etc.).
4. Input the owner's personal information, such as the first name, last name, and Social Security number. It is essential to ensure accuracy in this section.
5. Provide your phone number to facilitate communication if any questions arise regarding the submission.
6. In the authorized signatures section, ensure that all required signatures are added, as indicated by the 'X' on the form. This includes the owner's signature and the date.
7. Review the entire form for completeness. Once you are confident all information is accurate and complete, use the 'Print' button at the end of the form to finalize.
8. Finally, you can choose to save changes, download, print, or share the completed form as required.

Start completing your Direct Deposit/Annuity Builder Form online today to manage your financial transactions with ease.