Get If You're Requesting A Full Withdrawal, Please Skip To Section 3. - Fidelity

This guide provides step-by-step instructions on how to complete the Fidelity withdrawal request form. Whether you are requesting a partial or full withdrawal from your Fidelity Freedom Lifetime Income annuity contract, our instructions will help ensure a smooth filing process.

Follow the steps to complete your withdrawal request form.

1. Click the ‘Get Form’ button to access the withdrawal request form and open it in your editing tool.
2. In Section 1, provide your contract owner information, including your contract number, phone number, and the names of both the primary and joint owners.
3. If you are requesting a partial withdrawal, complete Section 2 by indicating the dollar amount you wish to withdraw or select the maximum partial withdrawal option. Ensure you are aware of the terms and conditions regarding withdrawals.
4. For a full withdrawal, skip to Section 3. In this section, affirm that you understand the terms and conditions related to full withdrawals. Note the minimum withdrawal amount and any implications on your annuity payments.
5. In Section 4, provide your income tax withholding instructions. Choose whether to have federal and, if applicable, state taxes withheld. Fill in the percentage you wish to withhold or select the option to opt out of withholding.
6. In Section 5, specify your payment instructions. Indicate whether you want your proceeds sent via check, transferred to a Fidelity account, or directly deposited into your bank account. Ensure to provide any necessary details.
7. For Section 6, all contract owners must sign the form. Include a signature guarantee medallion stamp if required, and fill in the information for the guarantor.
8. Finally, review the completed form for accuracy, save your changes, and prepare it for mailing. Ensure you follow the mailing instructions provided.

Start your withdrawal request process online today for a seamless experience.