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Fidelity Personal Retirement Annuity * Investment Options Fidelity Personal Retirement Annuity (FPGA) is a low-cost tax-deferred variable annuity that helps you save more for retirement and manage

How to fill out fidelity personal retirement annuity

How to fill out fidelity personal retirement annuity:

1. Gather all necessary information: Before filling out the form, make sure you have all the required details readily available. This may include your personal information such as name, address, social security number, employment details, and beneficiary information.
2. Access the form: Visit the Fidelity website or contact their customer service to obtain the appropriate form for filling out the personal retirement annuity. Make sure you have the correct version of the form as different types of annuities may have different application forms.
3. Read the instructions: Carefully go through the instructions provided with the form. This will help you understand the specific requirements and ensure that you provide accurate and complete information.
4. Provide personal information: Fill in your personal details as required, such as your full name, date of birth, social security number, and contact information. Ensure that all information is accurate and up-to-date.
5. Employment information: If applicable, provide details about your current or previous employment, including the employer's name, address, and dates of employment.
6. Select annuity options: The form will likely offer various annuity options. Choose the one that best suits your retirement needs. This may include options such as fixed or variable annuity, payout options, and any additional features or riders you wish to include.
7. Beneficiary designation: Designate one or more beneficiaries who will receive the annuity payments in the event of your death. Provide their full names, contact information, and relationship to you. Consider discussing this with your loved ones and seek professional advice if necessary.
8. Proof of identity: Some forms may require you to provide proof of identity, such as a copy of your driver's license or passport. Ensure you comply with any authentication requirements specified in the form.
9. Review and submit: Once you have completed filling out the form, double-check all the information to ensure accuracy. Review the form thoroughly and make any necessary corrections. Finally, sign and date the form, and submit it according to the instructions provided. It is recommended to keep a copy for your records.

Who needs fidelity personal retirement annuity?

1. Individuals planning for retirement: Fidelity personal retirement annuity is suitable for individuals who want to secure their financial future during retirement. It provides a steady stream of income over a specified period or for life.
2. Those seeking tax advantages: An annuity can offer tax-deferred growth, meaning you won't pay taxes on the earnings until you start taking withdrawals. This makes it an attractive option for those looking to optimize their tax planning strategies.
3. Investors looking for income diversification: An annuity can act as a complementary investment, helping to diversify your income sources beyond traditional retirement accounts such as 401(k)s or IRAs. It can provide a stable income stream to supplement your other retirement savings.
4. Individuals concerned about longevity risk: Longevity risk refers to the possibility of outliving your retirement savings. By investing in a personal retirement annuity, you can mitigate this risk as it provides guaranteed income for life, regardless of how long you live.

Remember, it is always essential to consult with a financial advisor or retirement specialist who can guide you through the process and help determine if a fidelity personal retirement annuity aligns with your specific financial goals and circumstances.

For pdfFiller’s FAQs

What is fidelity personal retirement annuity?

Fidelity Personal Retirement Annuity is a retirement savings account offered by Fidelity Investments.

Who is required to file fidelity personal retirement annuity?

Individuals who have opened a Fidelity Personal Retirement Annuity account are required to file it.

How to fill out fidelity personal retirement annuity?

To fill out Fidelity Personal Retirement Annuity, individuals need to provide information about their contributions, investments, and other related details.

What is the purpose of fidelity personal retirement annuity?

The purpose of Fidelity Personal Retirement Annuity is to help individuals save for retirement and potentially provide a source of income in their retirement years.

What information must be reported on fidelity personal retirement annuity?

Information such as contributions, investment choices, account balances, and any withdrawals or distributions must be reported on Fidelity Personal Retirement Annuity.

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