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EQUI-VEST Trustee Certification Form - AXA

EQUI-VEST Trustee Certification Form - AXA 2025

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The document is a Trustee Certification Form for the EQUI-VEST® program, intended for use when a Trust is the beneficiary of various types of IRAs and annuity contracts. It outlines the necessary information required about the deceased, their Trust beneficiaries, and includes sections for trustee certification and an attorney's letter to elect the Beneficiary Continuation Option (BCO). The form must be submitted by October 31 of the year following the death of the annuity contract owner.

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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.

How do I contact Equitable annuities?

If youd like to speak someone right away, call (800) 523-1125.

What is the Equivest 201 contract?

The EQUI-VEST 201 series for 403(b) plans are deferred annuity contracts that are designed for school district employees. Equitable Life Insurance Company is the #1 provider of 403(b) retirement plans for public school employees, serving more than 1.4 million participants ing to a recent SEC settlement.

Is Equivest the same as Equitable?

EQUI-VEST variable annuities are issued by Equitable Financial Life Insurance Company, New York, NY 10105. Co-distributed by affiliates Equitable Advisors, LLC (NY, NY, member: FINRA, SIPC)(Equitable Financial Advisors in MI TN) and Equitable Distributors, LLC.

What are the surrender charges for Equi Vest variable annuity series?

If you surrender your contract, apply your cash value to a non-life contingent annuity payment option, or withdraw money from the contract within 6 years following your last contribution, you will be assessed a withdrawal charge of up to 5% of account value withdrawn or con- tributions withdrawn.

How to reach Equitable?

Click here to e-mail, or call us at (800) 245-1230, during our business hours, 9 AM to 5 PM, ET, Monday through Friday and speak to a Customer Service Representative.

How do I cash out my annuity?

If you are still having issues, please call (877) 222-2144; Monday Thursday, 8:00 AM 4:30 PM and Friday, 8:00 AM 4:30 PM (EST). All Equitable accounts are protected with two factor authentication, where a user must receive a 6 digit code to either an e-mail address or phone number on file.

EQUI-VEST Trustee Certification Form - AXA 2025

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