Equuitrust service request form 2025

1. Click ‘Get Form’ to open the equuitrust service request form in the editor.
2. Begin by filling in your name and contract number at the top of the form. Ensure accuracy as this information is crucial for processing your request.
3. For an address change, complete the 'ADDRESS CHANGE' section with your new address details, including city, state, zip code, telephone number, and email address.
4. If you are requesting an ownership change, select either 'Change Owner' or 'Add Joint Owner.' Remember to attach a completed IRS W-9 form for any new owner.
5. Fill in the new owner's information accurately, including their name, birthdate, social security number, and contact details.
6. For a name change, select the appropriate option and provide both former and new names along with a reason for the change.
7. If converting an IRA, indicate your request clearly and ensure you have consulted with your tax advisor before submission.
8. Finally, review all entries for accuracy before signing and dating the form at the bottom. This ensures that your requests are processed without delay.

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