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E14622 2026

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The document provides instructions and forms for policyholders of AXA Equitable Life Insurance Company regarding life insurance disbursements, policy loans, and surrenders. It includes contact information, sections for owner and insured details, tax withholding information, and signature requirements for various ownership types. The document emphasizes the importance of consulting financial and tax advisors before making changes to policies.

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Click ‘Get Form’ to open e14622 in the editor.
Begin by selecting the type of request you are making. Options include Policy Loan, Application or Disbursement of Dividends, and Surrender. Each option corresponds to specific sections of the form.
Fill in the Owner’s Information section. Ensure you provide accurate details such as the policy number, insured's name, and owner's contact information.
If applicable, complete the Policy Loan section by indicating the amount you wish to borrow and any premium payments due.
For disbursement requests, specify how you want dividends applied or withdrawn in the relevant section.
Complete the Tax Withholding section by providing your Taxpayer Identification Number and making any necessary elections regarding tax withholding.
Finally, ensure all required signatures are provided in the Signatures section before submitting your form.

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Versions	Form popularity	Fillable & printable
2023	4.8 Satisfied (50 Votes)
2023	4.9 Satisfied (45 Votes)
2013	4.8 Satisfied (50 Votes)
2012	4.9 Satisfied (51 Votes)

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Can I cash out my Equitable account?

Fortunately, its easy to calculate your cash surrender value. First, add up the total payments youve made toward your life insurance policy. Then, subtract the surrender fees your insurance company will charge. Youll be left with the actual payout you may receive if you terminate or surrender your life insurance.

How to cash out an equitable life insurance policy?

The cash value of the policy is accessible through a withdrawal, policy loan or policy surrender. Cash withdrawals are not available with paid-in-cash and premium reduction dividend options. Accessing the cash value in your policy may be subject to taxation and a tax reporting slip may be issued.

How long does equitable withdrawal take?

Even if youve waited for several years, cashing out the policy may not always be a good idea. Consider whether you still need the same amount of life insurance coverage and the potential tax consequences before making your decision.

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How much money will I get if I surrender my life insurance policy?

Direct Deposit is an easy and convenient way to receive your withdrawal. Your bank or financial institution may take up to 2 or more business days to deposit the funds into your account.

How do I report a death to Equitable Life Insurance?

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.

E14622 2026

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