Annuity Asset Management
Automatic Annuity Builder4
Regularly add to your annuity with automatic transfers from your bank account or Fidelity account5.
Lump Sum Additions
You can also add to your annuity whenever you want, either online or by mail. Transfer money from your Fidelity Account or send in a check.
Asset Allocation With a Single Fund Solution
Fidelity makes available annuity funds that manage asset allocation for you:
Use the following forms to make changes to your annuity. Please complete the forms and mail them to Fidelity.
If you choose to invest in Fidelity VIP Investor Freedom Fund Portfolios, Fidelity VIP Freedom Fund Portfolios, or Fidelity VIP FundsManager Portfolios, please note that performance for the Fidelity VIP Investor Freedom Fund Portfolios and Fidelity VIP Freedom Fund portfolios depends on that of their underlying Fidelity VIP Funds, and for Fidelity VIP FundsManager Portfolios, their underlying Fidelity or Fidelity VIP Funds. These portfolios are subject to the volatility of the financial markets in the U.S. and abroad, and may be subject to the additional risks associated with investing in high-yield, commodity-linked, small-cap, and foreign securities. Fidelity VIP Investor Freedom Fund Portfolios, Fidelity VIP Freedom Fund Portfolios, and Fidelity VIP FundsManager Portfolios are managed by Strategic Advisers,® Inc., a subsidiary of FMR LLC. You should consider your own unique situation when choosing one of these portfolios.
Fidelity Annuity Specialists are licensed insurance agents.
The Insurance Division of the Oregon Department of Consumer and Business Services offers assistance to consumers in a dispute with an insurer. Telephone (503) 947-7984 or (888) 877-4894 (toll free); Web site: insurance.oregon.gov . This page will open in a popup window..
Fidelity Personal Retirement Annuity (Policy Form No. DVA-2005, et al.) and Fidelity Retirement Reserves (Policy Form No. NRR-96100, et al.) are issued by Fidelity Investments Life Insurance Company, 100 Salem Street, Smithfield, RI 02917. Personal Retirement Annuity (Policy Form No. EDVA-2005, et al.) and Retirement Reserves (Policy Form No. EVA-91100, et al.) are issued by Empire Fidelity Investments Life Insurance Company,® New York, N.Y. Other annuities are issued by third-party insurance companies which are not affiliated with any Fidelity Investments company. Fidelity Brokerage Services, Member NYSE, SIPC, and Fidelity Insurance Agency, Inc., are the distributors. A contract's financial guarantees are subject to the claims-paying ability of the issuing insurance company.
Before investing, consider the investment objectives, risks, charges, and expenses of the variable annuity and its investment options. Call or write to Fidelity or visit Fidelity.com for a free prospectus and, if available, summary prospectus containing this information. Read it carefully.