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.

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.