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Equi vest disbursement form

EQUI-VEST annuity formsEquitable 2025

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The document outlines the procedures and requirements for processing direct transfers, contract exchanges, and rollovers of TSA (Tax-Sheltered Annuity) assets within the EQUI-VEST® Variable Annuity Series. It includes instructions for completing transaction forms, necessary authorizations from employers or plan administrators, and details on investment options and potential tax implications. Additionally, it provides contact information for assistance and emphasizes the importance of compliance with IRS regulations.

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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 some money from my retirement account?

Generally, early withdrawal from an Individual Retirement Account (IRA) prior to age 59 is subject to being included in gross income plus a 10 percent additional tax penalty. There are exceptions to the 10 percent penalty, such as using IRA funds to pay your medical insurance premium after a job loss.

Can I withdraw my money from Equitable?

Your Equitable 403(b) plan doesnt allow withdrawals before age 59-1/2 without incurring penalties and requires you to take withdrawals by age 73 (or 70 if you reach that age before January 1, 2020).

Is EQUI-VEST the same as Equitable?

EQUI-VEST variable annuities are issued by Equitable Financial Life Insurance Company, New York, NY 10105. Co-distributed by affiliates Equitable Advisors, LLC (NY, NY, member: FINRA, SIPC)(Equitable Financial Advisors in MI TN) and Equitable Distributors, LLC.

How does an equitable annuity work?

In essence, annuities are contractual agreements in which payment(s) are made to an insurance company, which agrees to pay out an income or a lump-sum amount at a later date.

What are the fees for equitable EQUI-VEST variable annuity series?

Investment Fund Fees: The underlying portfolio operating expenses of the investment funds in the Equitable EQUI-VEST variable annuity are ongoing costs associated with the investments in the annuity. The internal expenses of the sub-accounts range from 0.56% to 1.47%, with an average of 1.03%.

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Can I borrow money from my Equitable account?

Except as otherwise explained below, the maximum loan allowed is 50% of the vested Annuity Account Value, but not more than $50,000. allow this option. Please check with your Employer prior to completing this loan request form.)

Can I pull money out of my Equitable account?

Determine when to start withdrawing retirement income Your Equitable 403(b) plan doesnt allow withdrawals before age 59-1/2 without incurring penalties and requires you to take withdrawals by age 73 (or 70 if you reach that age before January 1, 2020).

What is the withdrawal fee for equitable?

If you surrender your contract, apply your cash value to a non-life contingent annuity payment option, or withdraw money from the contract within 6 years following your last contribution, you will be assessed a withdrawal charge of up to 5% of account value withdrawn or con- tributions withdrawn.