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You've made a smart decision investing in an annuity available through Fidelity1. On these pages you'll find forms and information you may need to help you get the most from your annuity. Use the tabs below to access important information.
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Making additional deposits can help enhance your tax-deferred growth potential and help improve the chances of reaching your long term retirement goals. Please note that these features are only available for deferred variable annuities: Fidelity Personal Retirement Annuity®2 and Fidelity Retirement Reserves®3.
Automatic Annuity Builder4
Regularly add to your annuity with automatic transfers from your bank account or Fidelity account5.
Download Direct Deposit/Annuity Builder FormLump Sum Additions
You can also add to your annuity whenever you want, either online or by mail. Transfer money from your Fidelity Account or send in a check.
- Online Contributions—Contribute to your annuity from your bank account online (requires log in)
- Contributions Through the Mail—Add to your annuity either by transferring from your brokerage account or by sending in a check. Download Deferred Variable Annuity Additional Purchase Form
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Determining proper asset allocation and reviewing it regularly is one of the most important factors for long-term investment success. Contact a Fidelity Annuity Specialist if you need help determining the appropriate asset allocation.
Asset Allocation With a Single Fund Solution
Fidelity makes available annuity funds that manage asset allocation for you:
- Choose a fund based on your target asset mix—Fidelity VIP FundsManager® (PDF)
portfolios are managed to target asset mixes designed to balance risk and growth potential. - Choose a fund based on your retirement year—Fidelity VIP Investor Freedom® Fund Portfolios are funds of funds managed by Fidelity. Except for Fidelity VIP Investor Freedom Income, each portfolio's asset allocation strategy becomes increasingly conservative as it approaches the target date and beyond, until it ultimately merges with Fidelity VIP Investor Freedom Income. Principal invested is not guaranteed at any time, including at or after the portfolio's target date. Fidelity VIP Investor Freedom Funds and Fidelity VIP Freedom Funds are available in Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves.
- Choose a fund based on your target asset mix—Fidelity VIP FundsManager® (PDF)
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Use the following forms to make changes to your annuity. Please complete the forms and mail them to Fidelity.
- Contract Change Form—Change address, legal name, ownership, and beneficiaries.
- Direct Deposit—Direct income payment from your annuity to your bank account.
- Duplicate Statement Request—Request a duplicate statement.
- Income Tax Identification (W9)—Update your tax identification information.
- Power of Attorney—Grant power of attorney to another person.
- Trading Authorization—Grant trading authorization to another person.
- Trustee Forms—Establish or change trustees.
- Withdrawal Form—Request systematic withdrawals, partial withdrawals or full surrender of your Deferred Variable Annuity Contract6.
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Fidelity
Product and Sales Information 800-544-4702
Customer Service 800-634-9361, press 2
24-Hour Automated Service Line 800-634-9361, press 1
Genworth
Fixed Income Annuities Customer Service 888-322-4629
Tax-Deferred Fixed Annuities Customer Service 800-221-9501
GE TD/77 (New York only) Customer Service 800-537-1066
The Hartford
Customer Service 866-366-7824
ING
Fixed Income Annuities Customer Service 800-238-6273
Tax-Deferred Fixed Annuities Customer Service 800-369-5303
John Hancock
Customer Service 800-824-0335
MassMutual
Customer Service 800-272-2216
MetLife
Customer Service 866-414-3259
New York Life
Customer Service 800-762-6212
Principal
Fixed Income Annuities Customer Service 866-321-9648
Tax-Deferred Fixed Annuities Customer Service 800-852-4450
Principal value and investment returns of a variable annuity will fluctuate, and you may have a gain or loss when money is withdrawn.
If you choose to invest in Fidelity VIP Investor Freedom Fund Portfolios, Fidelity VIP Freedom Fund Portfolios, or Fidelity VIP FundsManager Portfolios, please note that performance for the Fidelity VIP Investor Freedom Fund Portfolios and Fidelity VIP Freedom Fund portfolios depends on that of their underlying Fidelity VIP Funds, and for Fidelity VIP FundsManager Portfolios, their underlying Fidelity or Fidelity VIP Funds. These portfolios are subject to the volatility of the financial markets in the U.S. and abroad, and may be subject to the additional risks associated with investing in high-yield, commodity-linked, small-cap, and foreign securities. Fidelity VIP Investor Freedom Fund Portfolios, Fidelity VIP Freedom Fund Portfolios, and Fidelity VIP FundsManager Portfolios are managed by Strategic Advisers,® Inc., a subsidiary of FMR LLC. You should consider your own unique situation when choosing one of these portfolios.
- Fidelity refers to Fidelity Investments Life Insurance Company, and for NY residents, Empire Fidelity Investments Life Insurance Company®, New York, NY.
- In New York, Personal Retirement Annuity.
- Closed to new investors. In New York, Retirement Reserves.
- Periodic investing does not ensure a profit or protect your investment in a declining market.
- Transfers may trigger taxes on long- and short-term capital gains, you should consider the consequences of liquidity on assets in your Fidelity brokerage accounts.
- Withdrawals of taxable amounts from an annuity are subject to ordinary income tax, and, if taken before age 59½, may be subject to a 10% IRS penalty.
Fidelity Annuity Specialists are licensed insurance agents.
The Insurance Division of the Oregon Department of Consumer and Business Services offers assistance to consumers in a dispute with an insurer. Telephone (503) 947-7984 or (888) 877-4894 (toll free); Web site: insurance.oregon.gov.
Fidelity Personal Retirement Annuity (Policy Form No. DVA-2005, et al.) and Fidelity Retirement Reserves (Policy Form No. NRR-96100, et al.) are issued by Fidelity Investments Life Insurance Company. Personal Retirement Annuity (Policy Form No. EDVA-2005, et al.) and Retirement Reserves (Policy Form No. EVA-91100, et al.) are issued by Empire Fidelity Investments Life Insurance Company,® New York, N.Y. Some annuities are issued by third-party insurance companies which are not affiliated with any Fidelity Investments company. Fidelity Brokerage Services, Member NYSE, SIPC, and Fidelity Insurance Agency, Inc., are the distributors. The contract's financial guarantees are solely the responsibility of the issuing insurance company.
Before investing, consider the investment objectives, risks, charges, and expenses of the variable annuity and its investment options. Call or write to Fidelity or visit Fidelity.com for a free prospectus and, if available, summary prospectus containing this information. Read it carefully.
