Axa equitable distribution form 2025

Show details

4.9 out of 5

483 votes

The document outlines the process for beneficiaries to request a lump sum distribution from a Single Premium Deferred Annuity (SPDA) with AXA Equitable. It includes instructions for completing the Lump Sum Distribution Form, provides information about tax withholding options, and details on payment delivery methods. Additionally, it introduces the AXA Equitable Access Account, which allows beneficiaries to manage their funds while earning interest, and emphasizes the importance of designating a beneficiary for the account.

Here's how it works

01. Edit your equitable beneficiary online

Type text, add images, blackout confidential details, add comments, highlights and more.

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 equitable rollover via email, link, or fax. You can also download it, export it or print it out.

How to rapidly redact Axa equitable distribution form online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Dochub is a perfect editor for changing your documents online. Adhere to this simple guideline redact Axa equitable distribution form in PDF format online at no cost:

Sign up and sign in. Register for a free account, set a secure password, and go through email verification to start managing your templates.
Add a document. Click on New Document and select the file importing option: upload Axa equitable distribution form from your device, the cloud, or a secure link.
Make adjustments to the template. Utilize the upper and left panel tools to modify Axa equitable distribution form. Insert and customize text, images, and fillable fields, whiteout unneeded details, highlight the significant ones, and provide comments on your updates.
Get your documentation done. Send the sample to other parties via email, generate a link for faster document sharing, export the template to the cloud, or save it on your device in the current version or with Audit Trail added.

Try all the advantages of our editor today!

See more axa equitable distribution form versions

We've got more versions of the axa equitable distribution form form. Select the right axa equitable distribution form version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2012	4.9 Satisfied (483 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

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

How do I withdraw from Equitable?

Withdrawals from annuities are subject to normal income tax treatment and, if taken prior to age 59, may be subject to an additional 10% federal income tax penalty.

What is the new name for AXA insurance?

AXA Green Crescent Insurance Company has changed its name to HAYAH Insurance Company following approval from local regulators. The change follows AXAs exit from the Middle East in September 2021.

Is AXA now equitable advisors?

Reference to the 1859 founding applies specifically and exclusively to Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY). AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020).

Has AXA changed its name?

The firm adopted the Axa name in 1986. Axa took over The Equitable in 1991 and bought Union des Assurances De Paris (UAP), Frances largest insurer, in 1996 to become Axa-UAP. It reverted to the name Axa in 1999. In February 1999, Axa acquired Guardian Royal Exchange.

How to fill out an Equitable disbursement form?

How to fill out equitable disbursement form Begin by obtaining the EQUI-VEST 966-005 form from the appropriate source. Fill in the personal information section with your full name, address, phone number, and email. Provide your Social Security number or Tax Identification number in the designated field.

equitable rollover form

Axa equitable distribution form pdf Axa equitable distribution form online Equitable withdrawal form PDF Equitable 403b rollover form PDF Equitable equivest rollover form Equitable hardship withdrawal form equi-vest disbursement form Equitable rollover forms

Related forms

be ready to get more

Complete this form in 5 minutes or less

Get form

What is AXA equitable called now?

Equitable Holdings, Inc. (formerly The Equitable Life Assurance Society of the United States and AXA Equitable Life Insurance Company, and also known as The Equitable) is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde. Equitable Holdings, Inc.

What is the new name for AXA Equitable?

In 1991, French insurance firm AXA acquired majority control of Equitable. In 2004, the company officially changed its name to AXA Equitable Life Insurance Company. In January 2020, it changed its name to Equitable Holdings, Inc. following its spinoff from AXA and the related public offerings beginning in May 2018.

Axa equitable distribution form 2025

Here's how it works

How to rapidly redact Axa equitable distribution form online

See more axa equitable distribution form versions

Complete this form in 5 minutes or less

Got questions?

How do I withdraw from Equitable?

What is the new name for AXA insurance?

Is AXA now equitable advisors?

Has AXA changed its name?

How to fill out an Equitable disbursement form?

Complete this form in 5 minutes or less

People also ask

What is AXA equitable called now?

What is the new name for AXA Equitable?

axa equitable distribution form

Try more PDF tools