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Complete the form using CAPITAL letters and black ink, and submit a separate form for each contract. If adding a trustee, certify the trust by providing only the relevant trust pages that show the trust name, trust date, and the updated or successor trustee(s). All new and remaining trustees must sign and date; resigning trustees require a Medallion signature guarantee when applicable.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/trustee-change-annuities-add-or-remove-trustees/281167/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/trustee-change-annuities-add-or-remove-trustees/281167.png","ImageObject",442,249,{"name":88,"@type":89},"Lucas Martin","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-29","2026-09-16",true,{"@type":98,"interactionType":99,"userInteractionCount":15},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"How do I change trustees for multiple annuity contracts?","Question",{"text":108,"@type":109},"Submit a separate Trustee Change—Annuities form for each contract that needs trustee updates.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What trust documents are required if I am adding a trustee?",{"text":113,"@type":109},"Provide copies of the trust document pages that include the full name of the trust, the trust date, and the name of the updated or successor trustee(s) matching the trustees listed on the form. Do not send the entire trust document.",{"name":115,"@type":106,"acceptedAnswer":116},"When is a Medallion signature guarantee required for resigning trustees?",{"text":117,"@type":109},"A Medallion signature guarantee is required if the value of the account is over $10,000. It is not required if the form is completed at a Fidelity Investor Center with all signers present.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},281167,1791539909,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":15,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":76,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},8796095360427,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","| Print | Reset | Save |\n| --- | --- | --- |\n\nQuestions on your annuity? Call 800-634-9361.  \nTrustee Change—Annuities  \nUse this form to add or remove trustees on an existing, trust-owned Fidelity annuity contract. Type on screen or print out and fill in using CAPITAL letters and black ink. If you need more room for information or signatures, use a copy of the relevant page.  \nHelpful to Know  \n• To change the trustees on multiple contracts, submit a separate form for each contract.  \nImportant Note: If you are adding a trustee, you will need to certify your trust by providing a copy of the pages of the trust document that include the:  \n– full name of the trust  \n– trust date  \n– name of the updated or successor trustee(s) that match the trustee(s) listed in this form  \nDo not include the entire trust document.  \neDelivery  \n– You can sign up for eDelivery of certain financial information for this annuity. Simply access [Fidelity.com](Fidelity.com)[ ](Fidelity.com)[/edelivery and click](/edelivery and click Sign up for eDelivery to select your)[ Sign up for eDelivery](/edelivery and click Sign up for eDelivery to select your)[ to select your](/edelivery and click Sign up for eDelivery to select your)[ ](/edelivery and click Sign up for eDelivery to select your)[delivery preferences.](delivery preferences.)  \n– If you currently hold a Fidelity personal investing account or another annuity, the delivery preferences you have selected for your financial documents will automatically apply to similar documents (as available) for this annuity.  \n• ALL trustees, including new and remaining trustees, must sign and date this form.  \n• Any resigning trustee must provide a Medallion signature guarantee on this form.  \n1. Contract / Trust to Be Changed  \n\n|  |  |\n| --- | --- |\n| Trust Name | Annuity Contract Number |\n|  |  |\n\n2. Remove Trustee(s)  Skip to Section 3 if you are NOT removing a trustee(s) .  \n\n|  |  |\n| --- | --- |\n| For each trustee being removed, provide name and | \u003Cbr>Name of Trustee |\n\ncheck one reason for removal.  \n Death Include a copy of the death certificate.  \n Resignation Resigning trustee must sign in Section 4.  \n Incapacitation Include copies of the pages from the trust that govern the appointment of a successor trustee, along with a letter signed by the attending physician on the physician’s letterhead and dated within the past 90 days, which indicates a state of permanent mental incapacitation. Please do not send a copy of the whole trust.  \n\n| Name of Trustee |\n| --- |\n|  |\n\n Death Include a copy of the death certificate.  \n Resignation Resigning trustee must sign in Section 4.  \n Incapacitation Include copies of the pages from the trust that govern the appointment of a successor trustee, along with a letter signed by the attending physician on the physician’s letterhead and dated within the past 90 days, which indicates a state of permanent mental incapacitation. Please do not send a copy of the whole trust.  \nForm continues on next page.   \n1.955212.104  \nPage 1  \nof 3  \n029970301  \n3. Add New Trustee(s)  Skip to Section 4 if you are NOT adding a new trustee(s) .  \nNew Trustee  \n\n|  | First Name | M. I. | Last Name | Social Security or Taxpayer ID Number |\n| --- | --- | --- | --- | --- |\n|  |  |  |  |  |\n\n\n| Date of Birth MM DD YYYY |  |  | Evening Phone |  |  | Daytime Phone |  |  | Extension |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n|  |  |  |  |  |  |  |  |  |  |\n\nProvide the address used for tax reporting. Cannot be a  \nP.O. Box, mail drop, or c/o.  \nLegal / Residential Address  \n\n| Address |  |  |  |\n| --- | --- | --- | --- |\n|  |  |  |  |\n| City | State/Province | ZIP/Postal Code | Country |\n|  |  |  |  |\n\nMailing Address  \n Same as legal / residential address  Default if no other information indicated below.  \n\n| Address |  |  |  |\n| --- | --- | --- | --- |\n|  |  |  |  |\n| City | State/Province | ZIP/Postal Code | Country |\n|  |  |  |  |\n\nAdditional New Trustee  Skip to Section","cbCaiu2yFCNz1Diq","https://ap.wps.com/l/cbCaiu2yFCNz1Diq","pdf",699062,"English","# Trustee Change—Annuities\n## Contract / Trust to Be Changed\n## Remove Trustee(s)\n## Add New Trustee(s)\n## Resigning Trustee(s) Signature and Date\n## Trustee Signature(s) and Date","[{\"question\":\"How do I change trustees for multiple annuity contracts?\",\"answer\":\"Submit a separate Trustee Change—Annuities form for each contract that needs trustee updates.\"},{\"question\":\"What trust documents are required if I am adding a trustee?\",\"answer\":\"Provide copies of the trust document pages that include the full name of the trust, the trust date, and the name of the updated or successor trustee(s) matching the trustees listed on the form. Do not send the entire trust document.\"},{\"question\":\"When is a Medallion signature guarantee required for resigning trustees?\",\"answer\":\"A Medallion signature guarantee is required if the value of the account is over $10,000. It is not required if the form is completed at a Fidelity Investor Center with all signers present.\"}]","Trustee Change - Annuities - Add or Remove Trustees | PDF",1789564652]