Get If You Are Not Changing A Trustee On The Contract, Skip To ... - Fidelity

This guide provides clear instructions for users on how to accurately fill out the If You Are Not Changing A Trustee On The Contract, Skip To ... - Fidelity form. By following these steps, you can ensure that your changes are processed efficiently.

Follow the steps to fill out your form correctly.

1. Click the ‘Get Form’ button to obtain the form and access it in your preferred editing platform.
2. Enter your current contract information, including the contract number, phone number, and the primary annuitant's name. If applicable, also include the joint annuitant's details and the trust's name.
3. If applicable, provide the name of the new trustee and the name of the trustee being replaced. Include the new trustee’s Social Security number and ensure that the new trustee signs the designated area.
4. Update the legal address for the current owner or annuitant. If the mailing address differs from the legal address, fill in the mailing address section.
5. To change the legal name of the owner or annuitant, provide the former name and new name. Attach the corresponding legal document, such as a marriage certificate.
6. In the beneficiaries section, list all primary and contingent beneficiaries along with their respective percentage shares. Ensure that the total percentage for both primary and contingent beneficiaries equals 100%.
7. Before signing, review all entered information to confirm its accuracy. Then, complete the authorized signatures section, including the date and ensuring both owner and joint owner sign.
8. Once all sections are completed, mail the form to the Annuity Service Center at the provided address. Note that faxes are not accepted.

Get started with your document changes online today!