Fidelity Life Ownership Change Request Form Page 2

ADVERTISEMENT

Signatures:
By signing below, the Owner(s) hereby certify that the information provided in this request is complete and accurate, and understand that this request
will be processed according to the information provided. If there is any inconsistency between the language in this form and the policy, the policy
language will apply.
________________________________________
X_________________________________________
______________________
Name of Owner (current) (please print)
Owner’s Signature (current)
Date
(if corporate, trust or partnership owned, note title
of officer, trustee or partner, respectively)
________________________________________
X_________________________________________
______________________
Name of New Owner (please print)
New Owner’s Signature
Date
________________________________________
X_________________________________________
______________________
Name of Irrevocable Beneficiary (if any)
Irrevocable Beneficiary’s Signature (if any)
Date
** Spousal Consent for Community Property States: If the policy is a resident of AZ, CA, ID, LA, NV, NM, TX, WA or WI, spousal consent is
required unless the participant has no legal spouse. Please note, that without the spousal signature (if applicable), we will not be able to process the
request.
__________________________________________________
_______________________
Policy owner has no legal spouse
** Spousal Signature (if applicable)
Date
This form must be notarized or have a signature guarantee in order to be processed. Please complete one of the sections below.
Signature Guarantee Instructions
You may have your signature guaranteed by one of the following:
1)
A commercial bank, savings bank or credit union
2)
A trust company, or;
3)
A member of the national securities exchange (brokerage firm)
__________________________________________________________
______________________
Signature Guarantee Stamp
Date
Notary Public
Signed and sealed this __________________________ Day of ____________________________________________________, 20 _____________.
__________________________________________________________________________________________________________________ (L.S.)
Witness
Owner*
_______________________________________________________________________________________________________________________
Address
_______________________________________________________________________________________________________________________
** Spouse Signature (if applicable)
_______________________________________________________________________________________________________________________
Address
County of ___________________________
S.S.
State of _____________________________
On the __________________________ Day of _________________________________________, 20 ____________ before me personally appeared
______________________________________________________________________________________________ to me known to be the identical
person ____________________________ described in and who executed the above ownership change and acknowledged to me that the execution of
same was __________ free act and deed for the purpose therein specified.
_________________________________________
Notary Public
My commission expires on _________________________________, 20 ___________.
OC 04/13
Page 2 of 2

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Legal
Go
Page of 2