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Questions on your annuity? Call 1-800-634-9361. Ownership Change to Trust Fidelity Personal Retirement Annuity, Fidelity Retirement Reserves Annuity, and Fidelity Growth and Guaranteed Income Annuity
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Questions on your annuity refer to inquiries or forms that need to be completed regarding the terms, conditions, and payouts associated with an annuity contract.
Individuals who hold an annuity, as well as their beneficiaries, may be required to file questions on their annuity to ensure compliance with tax regulations and to clarify any terms of the contract.
To fill out questions on your annuity, you should carefully read the instructions provided with the form, provide accurate personal and financial information, and ensure that all required fields are completed before submitting.
The purpose of questions on your annuity is to gather information necessary for the accurate processing of payments and to ensure compliance with financial regulations.
Information that must be reported typically includes the annuitant's personal details, the terms of the annuity contract, payment schedules, and any changes in status that might affect the annuity.
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