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AXA Equitable is required to withhold federal income tax on payments from 403 b annuity contracts which may be included in gross income. If we withhold income tax any income tax withheld is a credit against your income tax liability. I do not want federal income taxes and state if applicable withheld from my hardship withdrawal. I have provided my U.S. residence address and Social Security number in Section 1 of this form. I understand that I am responsible for the payment of any estimated taxe ...

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2012	4.8 Satisfied (57 Votes)

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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.

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 I borrow money from my Equitable account?

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.)

How do I get my money out of equitable?

Does AXA Equitable still exist?

Formerly known as AXA Equitable Life, the company will begin this new chapter in its distinguished history as Equitable, an iconic American brand synonymous with helping generations of people achieve financial well-being.

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How do I leave 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 you borrow money from your pension fund in South Africa?

You are only permitted to borrow money from your pension fund if a) the fund rules permit this, and b) the loan is for housing-related purposes (to purchase a home or settle a loan iro a property you and/or your financial dependants live in - refer to s19(5) of the Pension Funds Act for restrictions).

What is the new name for Equitable Life Insurance Company?

Equitable Life & Casualty will gradually transition to their new name throughout 2020 and will officially be SILAC Insurance Company on January 1, 2021.

Can you borrow from your vested balance?

The maximum amount a participant may borrow from his or her plan is 50% of his or her vested account balance or $50,000, whichever is less. An exception to this limit is if 50% of the vested account balance is less than $10,000: in such case, the participant may borrow up to $10,000.

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.

Get the up-to-date axa equitable withdrawal form 2024 now

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How to edit Axa equitable withdrawal form in PDF format online

See more axa equitable withdrawal form versions

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Got questions?

Can I withdraw from Equitable?

How do I close my AXA account?

Can I borrow money from my Equitable account?

How do I get my money out of equitable?

Does AXA Equitable still exist?

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How do I leave AXA Equitable?

Can you borrow money from your pension fund in South Africa?

What is the new name for Equitable Life Insurance Company?

Can you borrow from your vested balance?

How do I get out of AXA Equitable?

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