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EQUI-VEST Trustee Certification Form - AXA

EQUI-VEST Trustee Certification Form - AXA 2026

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The document is a Trustee Certification Form for the EQUI-VEST® program, used when a Trust is the beneficiary of various types of IRAs and annuities. It outlines the necessary information required about the deceased, their Trust, and its beneficiaries to elect the Beneficiary Continuation Option (BCO). The form includes sections for listing beneficiaries, trustee certification, and a sample attorney's letter that must accompany claims. All submissions must be completed by October 31 of the year following the death of the annuity contract owner.

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Click ‘Get Form’ to open the EQUI-VEST Trustee Certification Form in the editor.
Begin by providing information about the deceased. Fill in the name, date of death, and the name of the Trust that is the beneficiary. Ensure you list all beneficiaries and their respective interests in the Trust.
In the next section, certify as a Trustee. Select the type of IRA (Traditional, Roth, QP, SEP, SIMPLE, or TSA) and enter the certificate/contract number. Confirm that all listed Trust beneficiaries are individuals and attach any necessary certification letters.
Finally, ensure all required signatures are provided by Trustees along with their names and dates. Remember to insert a date that complies with submission deadlines.

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2014	4.8 Satisfied (45 Votes)

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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 is the lawsuit against Equitable advisors?

Complaint: Failure to Supervise In 2014, Equitable Advisors agreed to pay $20 million to the New York Department of Financial Services over findings it failed to adequately notify the Department before changing tens of thousands of New Yorkers variable annuity policies, limiting their potential returns.

What is the surrender period for EQUI-VEST?

Surrender Charges 5 contract years and age 59.5; 5 contract years, age 55, and separated from service; withdrawal of funds to purchase certain payout options; refund of excess contribution, within one month; to Purchase Service Credits for Pension Plan.

Can I withdraw my money from Equitable?

You can withdraw money with no penalty: Starting at age 59 or at age 55 if you stop working; or Earlier if the need for the withdrawal is caused by death, disability or medical hardship that meets specific requirements.

What is Equitable EQUI-VEST?

EQUI-VEST is available through the retirement savings plan offered by your employer. In the world of retirement planning, its called a tax-deferred variable annuity, which means your money grows tax-deferred until youre ready to start withdrawing it in retirement.

What is an AXA annuity?

Buying an annuity gives you a regular monthly payment from an insurer. They will look at the value of your Account and your age and then, based on that and the options you choose, will agree to pay you a set amount each month for the rest of your life.

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