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Name, or adjust beneficiaries in your Fidelity Growth and Guaranteed Income annuity contract. If you have questions when 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. 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) Joint Annuitant s Last Name.

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Annual annuity charge of just 0.25% (0.10% for contracts purchased with an initial investment of $1 million or more3). Fund fees also apply. More of your money goes to helping you reach your investment goals. Does not have a guaranteed minimum death benefit.

Our Top Picks Growth and Income Mutual Funds Fund nameTickerPrice (as of August 16, 2024) Dodge & Cox Income Fund DODIX $12.84 The Hartford Short Duration Fund HSDIX $9.64 Vanguard Long-Term Investment-Grade Fund Investor Shares VWESX $8.03 Aug 19, 2024

Fidelity Growth and Guaranteed Income is designed to provide investors with a combination of benefits, namely guaranteed income that is protected from down markets, future income growth potential, and access to assets (though excess withdrawals may significantly reduce the guaranteed withdrawal benefit amount and ...

Overall Rating. Morningstar has awarded this fund 4 stars based on its risk-adjusted performance compared to the 1292 funds within its Morningstar Category.

Annuities can provide a reliable income stream in retirement, but if you die too soon, you may not get your money's worth. Annuities often have high fees compared to mutual funds and other investments. You can customize an annuity to fit your needs, but you might need to pay more or accept a lower monthly income.

The annuity income benefit is paid for as long as you are alive. The company guarantees to make payments for a set number of years even if you die. If you die before the end of the period referred to as the “period certain,” the annuity will be paid to your beneficiary for the rest of that period.

Here's the quick and dirty defining difference: an Income Investment is one which pays out dividends to the investor. A Growth investment, on the other hand, is based on compound interest and is dedicated to growing the original sum as much as possible.

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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
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
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