Equitable rollover form 2025

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Contact your 403(b) plan provider and request a direct rollover; you will be required to provide certain information such as mailing address, name of plan provider, Vanguard account number, etc. Once the 403(b) balance is transferred to Vanguard, you can allocate the rollover funds to various investment options.
After closing to new business in 2000, parts of the business were sold off and the remainder of the company became a subsidiary of Utmost Life and Pensions in January 2020.
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.
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.
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.
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Computershare is the transfer agent for Equitable Holdings, Inc. Registered stockholders may contact Computershare for assistance with their account.
In this area you will find information on the transfer in 2007 and special bonus payment in 2008. For more information regarding the completed Transfer of Equitable Life With-Profits Annuity business to Prudential please click here.

equitable 403b rollover form