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Equi vest disbursement form

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Contact your financial professional or call our Customer Service Representatives for information toll-free at 1-800-6286673. All references to Annuitant Contract include Participant Certificate respectively. 1. OWNER INFORMATION Contract number must be provided to process this request. OWNER CONTRACT NUMBER JOINT OWNER IF APPLICABLE DAYTIME PHONE NUMBER ADDRESS FINANCIAL PROFESSIONAL CITY/STATE/ZIP Is this a change to your address on our records SOCIAL SECURITY NUMBER YES NO Check the appropr ...

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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.

Can I withdraw from Equitable?

You may be eligible for a withdrawal. Log in or register for an account online to quickly and easily continue via our chat option. A customer service representative will be available to help you with the overall process and provide the form needed to get started.

What is Equitable Life called now?

On 4 March 2019 we re-branded to Utmost Life and Pensions from our former name, Reliance Life and on 1 January 2020 we welcomed our Equitable Life customers.

What is equi vest?

A variable deferred annuity, such as EQUI-VEST®, is a long-term financial product that is designed for retirement purposes. In essence it is a contractual agreement in which payments are made to an insurance company, which agrees to pay an income stream or a lump-sum amount at a later date.

How do I close my AXA account?

Request a surrender form and fill it out to do a complete surrender. This will generate a tax consequence; you may also pay a surrender charge if you are still in the surrender period.

Can you borrow equitable?

Generally, you can't borrow more than $50,000 or one-half of your vested plan benefits, whichever is less. (An exception applies if your account value is less than $20,000; in this case, you may be able to borrow up to $10,000, even if this is your entire balance.)

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How do I get out of AXA Equitable?

Cease contributions to AXA/Equitable by filling out a new Salary Reduction Agreement (SRA) with your employer. Open a new account with a lower-cost vendor available through your employer.

Can I borrow money from my Equitable account?

Can I take money out of my AXA account?

For cash or check withdrawals, you may go through our normal withdrawal process via the AXA branches or ask assistance from your financial advisor.

How do I get out of AXA Equitable?

Cease contributions to AXA/Equitable by filling out a new Salary Reduction Agreement (SRA) with your employer. Open a new account with a lower-cost vendor available through your employer.

What is equitable equi-vest?

Control your retirement with less stress Semester Strategies sm, an optional feature available with Equitable Financial's EQUI-VEST ® variable annuity contract, is designed specifically for educators like you. It allows you to select your investment mix based on risk tolerance and number of years until retirement.

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Can I withdraw from Equitable?

What is Equitable Life called now?

What is equi vest?

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Can you borrow equitable?

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Can I borrow money from my Equitable account?

Can I take money out of my AXA account?

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