Get Trustee(s) - Fidelity

Filling out the Trustee(s) - Fidelity form is an essential step in establishing a Trust as the owner and beneficiary of a Fidelity Growth and Guaranteed Income annuity contract. This guide provides clear, step-by-step instructions to help you navigate the online form effectively.

Follow the steps to fill out the Trustee(s) - Fidelity form online

1. Click 'Get Form' button to obtain the necessary form and access it in your preferred online editor.
2. Complete the Trust Information section by entering the full name of the Trust, date of birth, social security number, and address of the Trust. Ensure all information is accurate and up to date.
3. Input the names, social security numbers, and contact information of the trustees in the respective fields. For each trustee, include their date of birth and address for verification.
4. In the Acknowledgement section, affirm that the new or existing annuity will be held under a Revocable Living Trust, describing the relationship and responsibilities of the Grantor and the Trust.
5. Obtain the signatures of all trustees in the Trustee(s) Signature(s) section. Each trustee must sign and date the form, confirming that they have the authority to act on behalf of the Trust.
6. After completing all sections, review the form to ensure all fields are filled out correctly. Once verified, you can save your changes, download a copy for your records, or print the form.
7. Finally, submit the completed form to Fidelity Investments Life Insurance Company, using the provided mailing address.

Complete your documents online today to ensure a smooth and accurate process.