Axa equi vest loan 2026

1. Click ‘Get Form’ to open the axa equi vest loan document in the editor.
2. Begin by filling out the 'ANNUITANT INFORMATION' section. Enter your contract number, participant's name, last four digits of your Social Security Number, and contact details. Ensure accuracy as this information is crucial for processing.
3. In the 'LOAN AMOUNT REQUESTED' section, select one of the options (A, B, or C) to specify your desired loan amount. Be mindful of the minimum and maximum limits based on your account value.
4. Proceed to 'LOAN TERM' and check either 5 years or 10 years based on your intended use of funds. If using for a principal residence, select 10 years.
5. Complete the 'LOAN FUNDING SCHEDULE' by indicating how you want your loan funded from specific investment options. You can choose dollar amounts or proportionate distributions.
6. Sign in the 'AUTHORIZATION' section to confirm that all information is accurate and that you meet eligibility requirements for the loan.
7. Finally, review all sections for completeness before submitting your form through our platform.

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