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

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

Just beneficiaries in your MetLife Growth and Guaranteed IncomeSM annuity contract. If you have questions about filling out this form, please call the Annuity Service Center at 800-634-9361, Monday through Friday, 8 a.m. to 8 p.m. Eastern time. Mail the completed form to the address provided. Faxes are not accepted. 1 CURRENT CONTRACT INFORMATION Contract Number Phone Number Primary Annuitant s First Name Primary Annuitant s Last Name Joint Annuitant s First Name (if applicable) Jo.

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With Fidelity as corporate trustee, you may have more time to build a better relationship with your client: Financial Representative can focus on relationships...

If you are interested in speaking with a specialist about trust services at Fidelity, see Personal Trust Services or call us at 800-544-1766. Choosing and creating a trust can be a complex process; the guidance of an attorney with estate planning expertise is highly recommended.

A financial advisor may be very well suited to serve as a trustee since they understand their client and estate nearly as well as the client themself. These are individuals who have been assessing the needs of their clients and advising on decisions regarding investments, tax laws, and short- and long-term goals.

To change to an Individual, Joint, or Custodial account, complete the Change of Account Ownership — Changing to an Individual, Joint, or Custodial Account form. For more about account types, go to Fidelity.com/chgacct.

With Fidelity as corporate trustee, you may have more time to build a better relationship with your client: Financial Representative can focus on relationships...

Call 1-800-634-9361. Use this form to add or remove trustees on an existing, trust-owned Fidelity annuity contract. Type on screen or print out and fill in using CAPITAL letters and black ink. If you need more room for information or signatures, use a copy of the relevant page.

Convert an existing account to a trust account You may already have an eligible brokerage or cash management account that can be re registered as a trust account.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232