How to use or fill out certification fact form with our platform
- Click ‘Get Form’ to open the certification fact form in the editor.
- Begin by filling out the 'Contract Owner' section. Enter the first name, middle name, last name, and phone numbers for both daytime and evening contacts. Ensure accuracy as this information is crucial for processing your request.
- In the 'Contract(s) Included' section, list all relevant contract numbers associated with the annuity contracts. This helps in identifying which contracts you are acting upon.
- Proceed to the 'Attorney-in-Fact' section. Provide your full legal name, Social Security or Taxpayer ID number, date of birth, and contact details. Make sure your residential address is accurate and not a P.O. Box.
- Sign and date the form in the 'Attorney-in-Fact Signature and Date' section. Confirm that all statements are true to your knowledge before submitting.
- Finally, review all entries for completeness and clarity before sending the entire form along with any required Power of Attorney documents to Fidelity Investments.
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