Deferred Variable Annuity Additional Purchase Form - Fidelity
Deferred Variable Annuity Additional Purchase Form - Fidelity
Deferred Variable Annuity Additional Purchase Form - Fidelity
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Use this form to add additional funds to your <strong>Fidelity</strong> Retirement Reserves ® or <strong>Fidelity</strong> Personal Retirement <strong>Annuity</strong> ® contract through a check deposit or funds<br />
transfer. If you have any questions about how to fill out this form, please call us at 800-634-9361, Monday through Friday, 8 a.m. to 8 p.m. Eastern time.<br />
1 CONTRACT OWNER INFORMATION<br />
<strong>Deferred</strong> <strong>Variable</strong> <strong>Annuity</strong> <strong>Additional</strong> <strong>Purchase</strong> <strong>Form</strong><br />
Contract Number Phone Number<br />
Contract Owner Name<br />
2 ADDITION BY CHECK (Complete this section if you are depositing by check.)<br />
Enclosed is a check for $<br />
Joint Contract Owner<br />
Minimum $250 ($2,500 for IRA rollovers to qualified Retirement Reserves contracts)<br />
NOTE: We do not accept starter checks, money orders, or cashier’s checks that are $10,000 or less; bank drafts; or postal money orders. Make check payable to: <strong>Fidelity</strong> Investments<br />
Life Insurance Company. For New York residents, make check payable to: Empire <strong>Fidelity</strong> Investments Life Insurance Company.<br />
3 ADDITION BY TRANSFER (Complete this section if you are transferring from another <strong>Fidelity</strong> Account. These exchanges can<br />
take up to 2 days to complete if the sale of mutual funds is required.)<br />
Transfer Amount $<br />
From a <strong>Fidelity</strong> non-retirement account: Transfers from a brokerage account must come from the core position only.<br />
<strong>Fidelity</strong> Non-Retirement Account Number <strong>Fidelity</strong> Fund Name or Symbol (mutual fund accounts ONLY)<br />
4 INVESTMENT ALLOCATION (Complete this section to designate investment option.)<br />
Specify your allocation instructions (check one):<br />
Invest this payment per allocation on file. If you do not know your current allocation, call us at 800-634-9361.<br />
Invest this payment as indicated below (total must equal 100%).<br />
Change my allocation on file and my Automatic <strong>Annuity</strong> Builder service (if established) to match the allocation provided below (available only if<br />
percentages provided).<br />
<strong>Annuity</strong> Fund Name: <strong>Annuity</strong> Fund Number/Symbol: Dollar Amount or Percentage<br />
For any allocations above that are deemed illegible or if the annuity fund name and number do not match, your purchase will be invested into the VIP Money Market Portfolio.<br />
Investments withdrawn from certain funds could trigger redemption fees (see applicable fund prospectus).<br />
Total:<br />
011060101<br />
Please continue
5a NON-RETIREMENT ACCOUNT OWNER SIGNATURE (If all names on both the non-retirement account and the annuity do not<br />
match, ALL non-retirement owners must sign. Requires Medallion signature<br />
guarantee if transfer is going to an annuity of which you are not the owner.)<br />
SIGNATURE OF NON-RETIREMENT ACCOUNT OWNER/TRUSTEE DATE<br />
X<br />
MEDALLION SIGNATURE GUARANTEE<br />
5b ANNUITY OWNER SIGNATURES (All annuity contract owners must SIGN AND DATE.)<br />
OWNER/TRUSTEE SIGNATURE DATE JOINT OWNER SIGNATURE DATE<br />
X X<br />
Please mail this form to: <strong>Fidelity</strong> Investments Life Insurance Company, P.O. Box 770001, Cincinnati, OH 45277-0050<br />
In New York: Empire <strong>Fidelity</strong> Investments Life Insurance Company, P.O. Box 770001, Cincinnati, OH 45277-0051<br />
Overnight mail: <strong>Fidelity</strong> Investments, KC2Q, 100 Crosby Parkway, Covington, KY 41015<br />
<strong>Fidelity</strong> insurance products are issued by <strong>Fidelity</strong> Investments Life Insurance Company (FILI) and, in New York, by Empire <strong>Fidelity</strong><br />
Investments Life Insurance Company, ® New York, N.Y. FILI is licensed in all states except New York. Products may not be available<br />
in all states. The contract’s financial guarantees are solely the responsibility of the issuing insurance company.<br />
493088.3.0<br />
1.708489.119 <strong>Fidelity</strong> Brokerage Services LLC, Member NYSE, SIPC<br />
SIGNATURE OF NON-RETIREMENT ACCOUNT OWNER/TRUSTEE DATE<br />
X<br />
MEDALLION SIGNATURE GUARANTEE