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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.

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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.

axa equitable withdrawal form

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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

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?

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?

Complete this form in 5 minutes or less

People also ask

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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