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EQUI-VEST EQUI-VEST Express EQUI-VEST - AXA Equitable

EQUI-VEST EQUI-VEST Express EQUI-VEST - AXA Equitable 2025

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The document is a request form for changing the beneficiary of an EQUI-VEST, EQUI-VEST Express, or EQUI-VEST Strategies contract managed by AXA Equitable. It includes sections for owner and beneficiary information, spousal consent requirements, and authorization for changes. The form outlines necessary details such as names, contact information, and relationships of beneficiaries, along with instructions for submission and specific conditions under which spousal consent is required.

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Versions	Form popularity	Fillable & printable
2018	4.8 Satisfied (85 Votes)
2015	4.2 Satisfied (51 Votes)
2012	4 Satisfied (58 Votes)
2005	4.4 Satisfied (278 Votes)

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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.

Is EQUI-VEST an IRA?

When you participate in a SEP IRA through an EQUI-VEST contract, there are advantages that make saving for retirement easier. Contributions and any potential earnings are not subject to federal income tax until they are withdrawn.

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).

What is EQUI-VEST variable annuity series?

EQUI-VEST is available through the retirement savings plan offered by your employer. In the world of retirement planning, its called a tax-deferred variable annuity, which means your money grows tax-deferred until youre ready to start withdrawing it in retirement.

What is AXA Equitable called now?

Equitable Holdings, Inc. (formerly The Equitable Life Assurance Society of the United States and AXA Equitable Life Insurance Company, and also known as The Equitable) is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde. Equitable Holdings, Inc.

What are EQUI-VEST strategies?

The EQUI-VEST Strategies (Series 901) contracts are variable and fixed group flexible premium deferred annuity contracts offered as a funding vehicle for employers sponsored retirement plans.

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.

What is equitable guaranteed interest option?

The Guaranteed Interest Option (GIO) is available in addition to a wide variety of investment options offered through the EQUI-VEST variable deferred annuity. It provides a guaranteed fixed rate of interest and a guarantee to preserve your principal.

EQUI-VEST EQUI-VEST Express EQUI-VEST - AXA Equitable 2025

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