You'll need to complete the form based on the change you want to make and the type of annuity you have. After you complete the form, please mail it to the address provided.
To add or change an individual owner or annuitant on your Fidelity Personal Retirement Annuity or Fidelity Retirement Reserves Annuity, please use the Ownership/Annuitant Change (PDF) form.
To change the ownership to a trust on your Fidelity Personal Retirement Annuity, Fidelity Retirement Reserves Annuity, or Fidelity Growth and Guaranteed Income Annuity, please use the Ownership Change to Trust (PDF) form.
To change the ownership to a trust or to add or remove trustees on your Brighthouse Growth and IncomeSM or MetLife Growth and IncomeSM Annuity, please call the Annuity Service Center at 800-634-9361.
To add or remove trustees on an existing, trust-owned Fidelity annuity contract, please use the Trustee Change — Annuities (PDF) form.
To change the payee on your Fidelity Guaranteed Income Annuity, please use the Payee Change (PDF) form.
After the changes are registered, the contract owner will receive a Revised Annuity Profile. If you have questions, please call us at 800-634-9361.
Note: You cannot change ownership on annuities purchased through The Fidelity Insurance Network. To make updates to these annuities, please contact your insurance company directly.