Home
Forms Library
Equitable withdrawal form

Get the up-to-date axa equitable withdrawal form 2025 now

equitable withdrawal form Preview on Page 1

Show details

4.8 out of 5

57 votes

The document outlines the process for requesting a hardship withdrawal from a 403(b) TSA plan under AXA Equitable's EQUI-VEST variable annuity series. It details the requirements for eligibility, including demonstrating an immediate and heavy financial need, providing supporting documentation, and understanding tax implications. The form includes sections for participant information, withdrawal amounts, hardship circumstances, and instructions for fund allocation. Additionally, it emphasizes the necessity of spousal consent in certain cases and provides contact information for assistance.

Here's how it works

01. Edit your equitable withdrawal form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send equitable withdrawal form pdf via email, link, or fax. You can also download it, export it or print it out.

How to edit Axa equitable withdrawal form in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Adjusting documents with our feature-rich and user-friendly PDF editor is straightforward. Follow the instructions below to complete Axa equitable withdrawal form online easily and quickly:

Sign in to your account. Log in with your email and password or create a free account to try the service prior to upgrading the subscription.
Upload a form. Drag and drop the file from your device or add it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Axa equitable withdrawal form. Easily add and underline text, insert images, checkmarks, and signs, drop new fillable areas, and rearrange or remove pages from your document.
Get the Axa equitable withdrawal form accomplished. Download your modified document, export it to the cloud, print it from the editor, or share it with other people using a Shareable link or as an email attachment.

Benefit from DocHub, the most straightforward editor to quickly handle your paperwork online!

See more axa equitable withdrawal form versions

We've got more versions of the axa equitable withdrawal form form. Select the right axa equitable withdrawal form version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2012	4.8 Satisfied (57 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

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.

What is the withdrawal fee for Equitable?

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.

What is the surrender fee for AXA Equitable?

Surrender charge of up to 5% if withdrawing money within 6 years following your last contribution.

How do I withdraw from my Equitable account?

How to fill out equitable 403b withdrawal form Obtain the AXA Hardship Withdrawal Request form from the AXA website or customer service. Fill out your personal information, including your full name, address, and contact details. Provide your account number and any relevant identification numbers.

How to transfer 403b from Equitable to Vanguard?

Contact your 403(b) plan provider and request a direct rollover; you will be required to provide certain information such as mailing address, name of plan provider, Vanguard account number, etc. Once the 403(b) balance is transferred to Vanguard, you can allocate the rollover funds to various investment options.

What is the penalty for withdrawing from AXA Equitable?

Withdrawals from annuities are subject to normal income tax treatment and, if taken prior to age 59, may be subject to an additional 10% federal income tax penalty.

axa equitable withdrawal form

Axa equitable withdrawal form pdf Axa equitable withdrawal form online Axa equitable withdrawal form 403 b Axa equitable withdrawal form 403 Equitable withdrawal 403b Equivest withdrawal form Equitable hardship withdrawal form pdf AXA withdrawal form

Related forms

be ready to get more

Complete this form in 5 minutes or less

Get form

How to get out of AXA Equitable?

How to 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. Start contributions to new vendor via a new SRA.

Get the up-to-date axa equitable withdrawal form 2025 now

Here's how it works

How to edit Axa equitable withdrawal form in PDF format online

See more axa equitable withdrawal form versions

Complete this form in 5 minutes or less

Got questions?

What is the withdrawal fee for Equitable?

What is the surrender fee for AXA Equitable?

How do I withdraw from my Equitable account?

How to transfer 403b from Equitable to Vanguard?

What is the penalty for withdrawing from AXA Equitable?

Complete this form in 5 minutes or less

People also ask

How to get out of AXA Equitable?

equitable annuity withdrawal form

Try more PDF tools