Home
Forms Library
Suite 1000, 100 Madison St

Suite 1000, 100 Madison St-2025

Suite 1000, 100 Madison St Preview on Page 1

See details

4 out of 5

24 votes

The document is a form for the EQUI-VEST® EXPRESSSM Variable Annuity Series, specifically for setting up or changing a Dollar Cost Averaging (DCA) investment strategy. It includes sections for annuitant information, general DCA status, selection of investment funds, and authorization. The form outlines the process for automatic transfers from an EQ/Money Market Option to various investment options, along with terms and conditions regarding the DCA feature.

Here's how it works

01. Edit your 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 it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out Suite 1000, 100 Madison St with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open Suite 1000, 100 Madison St in the editor.
Begin by filling out the Annuitant Information section. Enter the Contract number, Annuitant’s Name, Owner’s Name (if applicable), and complete the address fields including City, State, and Zip Code. Don’t forget to provide a daytime phone number.
In the General Dollar Cost Averaging Status section, indicate whether this is a change to an existing election by selecting 'Yes' or 'No'. If 'Yes', note that this will supersede any previous elections.
Choose your Investment Fund(s) by specifying the monthly transfer amount from the EQ/Money Market Option. Select a transfer duration from the available options: 12 months, 24 months, or until zero balance.
Complete the Authorization section by signing and dating where indicated. Ensure that both the Annuitant and Owner (if different) sign as required.

Start using our platform today for free to streamline your document editing and form completion!

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 phone number for Equitable death claims?

Call our toll-free number at (800) 777-6510. Write to us at Equitable or Equitable Financial Life Insurance Company of America, PO Box 1047, Charlotte, NC 28201-1047.

Can I access Equitable Health on my phone?

Downloading the Equitable Mobile App gives you a secure and convenient way to access your account no matter where you are.

What does Equitable offer?

Life insurance resources Equitable provides variable universal life (VUL) insurance, indexed universal life insurance and term life insurance policies that can offer tax-free income and tax-deferred growth.

Is Equitable and annuity a company?

Yes, Equitable offers a fixed annuity called Guaranteed Growth Strategiessm, which allows investments to grow tax-deferred by a guaranteed rate of return for 3, 5 or 7 years.

Can I borrow money from my Equitable account?

The amount you may borrow is based upon your Certificates vested Annuity Account Value on the Loan Effective Date, as defined in Section 9. Except as otherwise explained below, the maximum loan allowed is 50% of the vested Annuity Account Value, but not more than $50,000.

What services can I access by calling Equitable?

Get help with your accounts, transactions, technical support, filing a claim, finding a financial professional, finding a vision or dental provider and FAQs. Contact us at (866) 444-6001.

What is the phone number for equi vest?

Call: (800) 628-6673 Monday Thursday 8:00 a.m. 7:00 p.m. Friday 8:00 a.m. 5:00 p.m.

Suite 1000, 100 Madison St-2025

Here's how it works