Fidelity beneficiary change form: Fill out & sign online

Here's how it works

01. Edit your fidelity beneficiary change form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

The easiest way to modify Fidelity and guaranty beneficiary change form in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Handling documents with our comprehensive and intuitive PDF editor is simple. Follow the instructions below to fill out Fidelity and guaranty beneficiary change form online quickly and easily:

Log in to your account. Sign up with your email and password or register a free account to test the product before choosing the subscription.
Upload a form. Drag and drop the file from your device or add it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Fidelity and guaranty beneficiary change form. Easily add and highlight text, insert pictures, checkmarks, and signs, drop new fillable areas, and rearrange or remove pages from your paperwork.
Get the Fidelity and guaranty beneficiary change form completed. Download your updated document, export it to the cloud, print it from the editor, or share it with other people via a Shareable link or as an email attachment.

Benefit from DocHub, the most straightforward editor to promptly manage your paperwork online!

See more fidelity and guaranty beneficiary change form versions

We've got more versions of the fidelity and guaranty beneficiary change form form. Select the right fidelity and guaranty beneficiary change form version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2007	4.8 Satisfied (162 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Contact us

Can you change beneficiary online?

There are two key rules to understand: Deferred annuities can be transferred if they havent yet been annuitized, meaning payments have not begun. Immediate annuities cannot be transferred under any circumstances.

How do I change my beneficiary on my annuity?

In 2019, FGL Holdings rebranded Fidelity Guaranty Life as FG, seeking to distinguish the company from other companies with Fidelity in their names. Later in 2019, FGL Holdings agreed to be acquired by the previously-unrelated Fidelity National Financial, a deal that closed in 2020.

Can ownership of annuity be transferred to another person?

Only the policy owner can change a life insurance beneficiary. Life insurance is a private contract between a policy owner and the life insurance company.

Can I change my life insurance beneficiary online?

To change annuitant beneficiaries, use the Beneficiaries Retirement Reserves Annuities form. For each beneficiary listing, provide all required information. children) in the event that you outlive the beneficiary, check per stirpes. For custodial contracts, list the minors estate as the primary beneficiary.

Who is the only party that can change the beneficiary?

A primary beneficiary is designated by the annuity owner to receive the death benefit upon their death. (NOTE: The owner is usually the annuitant, or person whose life the death benefit is contingent upon, but could be a different person.) The primary beneficiary has the first right to claim those funds.