Equitrust forms 2025

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The document is a Systematic Withdrawal Form for EquiTrust Life Insurance Company, detailing the process for initiating systematic withdrawals from an annuity contract. It includes sections for selecting withdrawal amounts, payment frequency, tax withholding options, and account election for distributions. The form requires personal information from the owner and joint owner, certifications regarding taxpayer identification, and signatures for authorization. Additionally, it contains an Automatic Deposit Authorization Agreement to facilitate electronic fund transfers.

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Click ‘Get Form’ to open the Systematic Withdrawal Form in the editor.
Begin by entering your Contract Number and personal details, including Owner and Joint Owner names along with their SSN or TIN.
In the Systematic Withdrawal section, select your preferred withdrawal option. Choose between Interest Earned, Penalty Free Amount, or Specified Amount, ensuring you indicate whether you want a Net Check or Gross Withdrawal.
Select the frequency of payments—Monthly, Quarterly, Semi-Annually, or Annually—and specify the month and date for the first payment.
Complete the Tax Withholding Election section by selecting your desired withholding options for Federal and State taxes.
If applicable, fill out the Account Election for Distributions section to specify from which account(s) withdrawals should be taken.
Sign and date the form in the Certification and Signature sections. Ensure all required signatures are included if you reside in a Community Property State.

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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).

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.

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) .

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.

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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.

Equitrust forms 2025

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What companies does Guggenheim own?

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Who owns EquiTrust Life Insurance Company?

What happened to Guggenheim Life and annuity?

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