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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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