Get 9626 Fidl Contract_chng_form-bh R4 - Fidelity

Filling out the 9626 FIDL Contract_Chng_Form-bh R4 - Fidelity is an essential step for anyone looking to make changes to their Fidelity Growth and Guaranteed IncomeSM annuity contract. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to complete the form correctly.

1. Click the ‘Get Form’ button to obtain the form and access it in the editor.
2. In the Current Contract Information section, provide your contract number, phone number, primary annuitant's first and last names, and, if applicable, the joint annuitant's details and trust's name.
3. If changing a trustee, fill in the new trustee’s name, the trustee being replaced, and the new trustee’s social security number. Ensure that the new trustee signs and submits a Trustee Statement and Agreement Form.
4. In Section 3a, if there are changes to the current owner’s or annuitant’s legal address, indicate the new address, city, state, and zip code.
5. For changes to the current owner’s or annuitant’s legal name in Section 3b, provide the former name and the new name. Attach the corresponding legal document, such as a marriage certificate.
6. To update beneficiaries in Section 5, list all primary and contingent beneficiaries, including their social security numbers and birth dates. Ensure the percentages for primary and contingent beneficiaries add up to 100%.
7. Complete the Authorized Signatures section, where the owner or trustee must sign and date the form to authorize the changes.
8. Finally, review the filled form for accuracy, save your changes, and then choose to download, print, or share the completed form as needed.

Complete your Fidelity documents online today for a smoother process.