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Term Owner and Policy Change Form - Fidelity

Term Owner and Policy Change Form - Fidelity

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3 CHANGE OWNER/INSURED ADDRESS OR NAME<br />

If changing name, attach a photocopy of a marriage certifi cate, divorce decree, or other court document showing the new name.<br />

4 AUTHORIZED SIGNATURES (This section must be completed for any changes.)<br />

• I (We) authorize the preceding changes to the above-referenced policy.<br />

• I (We) have read my (our) policy <strong>and</strong> underst<strong>and</strong> the effects of these changes.<br />

• <strong>Owner</strong>ship of this policy will be transferred when this form is signed, received, <strong>and</strong> recorded at the Life Insurance Service Center.<br />

4a CURRENT OWNER SIGNATURE (ALL Current <strong>Owner</strong>s must sign.)<br />

X<br />

SIGNATURE OF CURRENT OWNER/TRUSTEE DATE SIGNATURE OF CURRENT OWNER/TRUSTEE DATE<br />

X<br />

<strong>Change</strong> your name <strong>Owner</strong> Insured<br />

<strong>Form</strong>er Name<br />

Name M.I. Last Name Social Security or Taxpayer ID Number<br />

New Name<br />

Name M.I. Last Name<br />

<strong>Change</strong> your address <strong>Owner</strong> Insured<br />

Mailing Address — Street<br />

City State ZIP Phone Number<br />

SIGNATURE OF WITNESS DATE SIGNATURE OF WITNESS DATE<br />

4b NEW OWNER/TRUSTEE/CORPORATE OFFICER SIGNATURE (ALL New <strong>Owner</strong>s must sign. Required only for changes in policy<br />

ownership in Section 2.)<br />

• You must sign for income tax identification. I certify under penalties of perjury that (1) the Social Security number or tax identification number<br />

provided is correct, <strong>and</strong> (2) the IRS has not notified me that I am subject to 20% backup withholding or has notified me that I am no longer<br />

subject to such backup withholding. (Note: If any or all of item (2) is not true, please cross out this part before signing.)<br />

X<br />

SIGNATURE OF NEW OWNER/TRUSTEE/OFFICER DATE SIGNATURE OF NEW OWNER/TRUSTEE/OFFICER DATE<br />

617501.2.0<br />

1.943930.101<br />

Please mail this form to: Life Insurance Service Center, P.O. Box 724507, Atlanta, GA 31139-2049<br />

Overnight mail: <strong>Fidelity</strong> Investments, Suite 300 3rd Floor, 6425 Powers Ferry Road, Atlanta, GA 30339<br />

X<br />

X<br />

X

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