How to use or fill out equi vest form disbursement with our platform
- Click ‘Get Form’ to open the equi vest form disbursement in the editor.
- Begin by filling out the OWNER INFORMATION section. Ensure you provide your contract number, name, and contact details accurately.
- Indicate if there is a change of address by selecting ‘YES’ or ‘NO’. Then, check the appropriate retirement program(s) for your contract.
- For partial withdrawals, specify the amount desired in Section 2. Choose whether you want to withdraw from GIO and/or Investment Funds or Fixed Maturity Options.
- Complete the TOTAL SURRENDER section if you wish to terminate your contract. Remember to return your contract with this form.
- If applicable, complete the SPOUSAL CONSENT REQUIREMENT section and ensure it is witnessed by a Notary Public.
- Review all sections for accuracy before signing at the end of the form. Your signature authorizes AXA Equitable to process your request.
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| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2006 | 4.8 Satisfied (186 Votes) |
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