Equitrust forms 2026

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The document is a Tax Sheltered Annuity/403(b) Withdrawal/Surrender Form, which outlines the process for individuals to request partial or full withdrawals from their TSA/403(b) accounts. It details eligibility criteria for withdrawals, including age, separation from service, disability, and financial hardship. The form also includes tax implications and certification requirements for the owner or legal representative, as well as necessary signatures and notary provisions.

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Click ‘Get Form’ to open the Tax Sheltered Annuity/403(b) Withdrawal/Surrender Form in the editor.
Begin by entering your name and contract number at the top of the form. This information is essential for identifying your account.
Select whether you are requesting a partial withdrawal or a full surrender. If opting for a partial withdrawal, specify the amount or percentage.
Indicate your qualifying event for withdrawal by checking one of the options provided (e.g., age, separation from service, etc.).
If applying for financial hardship, select one of the allowed reasons listed on the form and ensure you understand the implications of this choice.
Complete the certification section by providing your taxpayer identification number and confirming your status regarding backup withholding.
Sign and date the form. If applicable, have your spouse sign as well, especially if community property laws apply.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What companies does Guggenheim own?

We are pleased to announce Guggenheim Life and Annuity Company, who recently received an upgrade from A.M. Best to a Financial Strength Rating of A- (Excellent), has a new name: Clear Spring Life and Annuity Company (Clear Spring Life).

How do I contact EquiTrust annuity?

If you are an EquiTrust client and have questions regarding your policy or contract, please call 866-598-3692.

Who owns EquiTrust Life Insurance Company?

Guggenheim Capital Llcs top holdings are NVIDIA Corporation (US:NVDA) , Apple Inc. (US:AAPL) , Microsoft Corporation (US:MSFT) , Amazon.com, Inc. (US:AMZN) , and Broadcom Inc. (US:AVGO) .

Is EquiTrust owned by Magic Johnson?

Magic Johnson Enterprises, the Los Angeles-based conglomerate founded by pro basketball legend Earvin Magic Johnson, on Tuesday announced the completion of its acquisition of a majority, controlling interest in EquiTrust Life Insurance Co.

Does Guggenheim still own EquiTrust?

Guggenheim Partners LLC will continue to provide investment-management services for EquiTrust, ing to an e-mailed statement that didnt include terms. Guggenheim no longer owns a stake in the insurer, said Anthony Lacavaro, a spokesman for the New York-based company.

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What happened to Guggenheim Life and annuity?

Eric Holoman Eric is the Operating Partner of Magic Johnson Enterprises and oversees the companys day-to-day operations of its largest portfolio companies including President and CEO of EquiTrust, Managing Partner of JLC Infrastructure and Managing Director of the award-winning television network, ASPIRE.