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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 related to the DCA feature.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is Equitable and Annuity a company?

Variable annuity products are issued by Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY) and Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with an administrative office located in Charlotte NC.

Is Equitable insurance still in business?

Initially founded in 1859 as Equitable Life Assurance Society of the United States, Equitable Financial Life Insurance Company has over 150 years of experience in life insurance and other investment products. It ultimately rebranded under the sole name of Equitable in 2020 and operates under this same name today.

What happened to Equitable Life insurance?

Equitable Holdings, Inc. In 1991, French insurance firm AXA acquired majority control of Equitable. In 2004, the company officially changed its name to AXA Equitable Life Insurance Company.

Did Utmost take over Equitable Life?

On 1 January 2020, Equitable Life policies transferred to Utmost Life and Pensions, with the exception of Irish and German policies. The Irish and German policies remain with Equitable Life which in turn became a wholly owned subsidiary of Utmost Life and Pensions.

What happened to Equitable Life Insurance Company in the US?

In 1991, French insurance firm AXA acquired majority control of Equitable. In 2004, the company officially changed its name to AXA Equitable Life Insurance Company. In January 2020, it changed its name to Equitable Holdings, Inc. following its spinoff from AXA and the related public offerings beginning in May 2018.

What went wrong with Equitable Life?

Following a July 2000 House of Lords ruling and the failure of attempts to find a buyer for the business, it closed to new business in December 2000 and reduced payouts to existing members. Lord Penroses 2004 Equitable Life Inquiry found that the company had made over-generous payouts leading it to be under-funded.

What is the lawsuit against Equitable advisors?

CACE24004907. The lawsuit alleges that Equitable Advisors and Equitable Network, referred to as the Defendants, failed to pay Plaintiff and other FPs properly for all overtime hours they worked.

What is the PO box for Equitable insurance?

As an alternative, providers may also submit paper claims to: Equitable, PO Box 2107, Grapevine, TX 76099-2107.

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