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Fidelity beneficiary change form

Fidelity and guaranty beneficiary change form 2026

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The document outlines the procedures for transferring ownership, changing beneficiaries, and changing annuitants for a life insurance policy issued by OM Financial Life Insurance Company. It includes sections for the current and new owner's information, beneficiary designations, and annuitant details, along with signature requirements and important notices regarding tax implications and legal responsibilities.

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Click ‘Get Form’ to open the fidelity and guaranty beneficiary change form in the editor.
Begin with Part A: Transfer of Ownership. Fill in the new owner's name, relationship to the insured, Social Security Number, date of birth, and address. If applicable, include details for a joint owner.
Proceed to Part B: Change of Beneficiary. Clearly print the primary beneficiary's full name, mailing address, relationship to the insured, Social Security Number, and date of birth. Repeat this for the contingent beneficiary.
In Part C: Change of Annuitant (if applicable), designate the new annuitant’s name, Social Security Number, mailing address, date of birth, and daytime phone number.
Review all entries for accuracy. Ensure that signatures are provided where required at the bottom of the form before submitting.

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