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This form is used to request a partial or full withdrawal from the Fidelity Freedom Lifetime Income annuity contract. It includes instructions for tax withholding and payment methods.
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How to fill out fidelity dom lifetime income
How to fill out Fidelity Freedom Lifetime Income® Withdrawal Request Form
01
Download the Fidelity Freedom Lifetime Income® Withdrawal Request Form from the Fidelity website.
02
Fill in your personal information including your name, address, and account number.
03
Indicate the type of withdrawal you wish to request.
04
Specify the amount you want to withdraw and whether it is a one-time withdrawal or a recurring withdrawal.
05
Review the tax withholding options and select your preferences.
06
Sign and date the form to certify that the information provided is accurate.
07
Submit the completed form via mail, fax, or through your Fidelity online account.
Who needs Fidelity Freedom Lifetime Income® Withdrawal Request Form?
01
Individuals who have a Fidelity Freedom Lifetime Income® account and wish to withdraw funds.
02
Retirement account holders seeking to manage their income during retirement.
03
Any participant in the Fidelity Freedom Lifetime Income® program looking for periodic or one-time withdrawals.
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People Also Ask about
How do I withdraw my money from Fidelity?
First, it's possible that your account has unsettled trading activity or a deposit that's still in the collection period. The proceeds from sell orders of most securities take one business day to settle (T+1). In a cash account, trades must be fully settled before you can withdraw or transfer the proceeds.
How do I withdraw money from my Fidelity annuity?
You can withdraw money from an existing Fidelity annuity by visiting the Transfer Page. To request a withdrawal from a Brighthouse contracts (starting with 83) and Met Life contracts (starting with 81), please contact the Annuity Service Center at (800) 634 9361.
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What is Fidelity Freedom Lifetime Income® Withdrawal Request Form?
The Fidelity Freedom Lifetime Income® Withdrawal Request Form is a document used by individuals to request withdrawals from their Fidelity Freedom Lifetime Income accounts, which are designed to provide retirement income.
Who is required to file Fidelity Freedom Lifetime Income® Withdrawal Request Form?
Individuals who hold a Fidelity Freedom Lifetime Income account and wish to make a withdrawal from their account are required to file this form.
How to fill out Fidelity Freedom Lifetime Income® Withdrawal Request Form?
To fill out the form, individuals should provide their personal information, account details, specify the amount to withdraw, and sign the form to authorize the transaction.
What is the purpose of Fidelity Freedom Lifetime Income® Withdrawal Request Form?
The purpose of the form is to formally request a withdrawal from a Fidelity Freedom Lifetime Income account, ensuring compliance with regulations and enabling efficient processing of the withdrawal.
What information must be reported on Fidelity Freedom Lifetime Income® Withdrawal Request Form?
The form must include personal identification information, account number, the amount to withdraw, the method of payment, and the individual's signature authorizing the withdrawal.
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