Transfer to an Annuity

Transfer from Mutual Fund or Brokerage Account You can add to your Fidelity* tax-deferred variable annuity by transferring money from your Fidelity mutual fund or brokerage account.
To Consider A signature guarantee is required for purchase by transfer if the ownership differs between accounts and/or the transfer amount is greater than $100,000.
How

Be sure to indicate the specific mutual fund or brokerage account number on the Additional Annuity Purchase by Transfer form.

Annuity Additional Purchase Form (PDF). This page will open in a popup window.

*Fidelity refers to Fidelity Investments Life Insurance Company and, for NY residents, Empire Fidelity Investments Life Insurance Company.