01. Edit your equitrust forms online
Type text, add images, blackout confidential details, add comments, highlights and more.
Equitrust forms 2026
Here's how it works
02. Sign it in a few clicks
Draw your signature, type it, upload its image, or use your mobile device as a signature pad.
03. Share your form with others
Send equitrust partial withdrawal form via email, link, or fax. You can also download it, export it or print it out.
How to use or fill out equitrust forms with our platform
Ease of Setup
DocHub User Ratings on G2
Ease of Use
DocHub User Ratings on G2
- 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.
Start filling out your equitrust forms today using our platform for free!
See more equitrust forms versions
We've got more versions of the equitrust forms form. Select the right equitrust forms version from the list and start editing it straight away!
| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2005 | 4.8 Satisfied (298 Votes) |
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.
Security and compliance
At DocHub, your data security is our priority. We follow HIPAA, SOC2, GDPR, and other standards, so you can work on your documents with confidence.
People also ask
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.
equitrust annuity withdrawal
EquiTrust is currently servicing NC Mutual policies. Conditional Guaranteed Issue/Simplified Issue up to $10,000 if you sign up when you are first eligibleRead more
The Ease of Doing Business and Efficient Government Service Delivery Act mandates the use of a one-stop-shop and standardized business application forms toRead more