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Axa equitable beneficiary change

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The document outlines the procedures and requirements for changing beneficiaries on life insurance policies issued by Equitable Financial Life Insurance Company. It includes instructions for completing the beneficiary change request form, necessary information about the insured and beneficiaries, and general guidelines regarding beneficiary provisions. The document also provides contact information for assistance and details about legal requirements related to beneficiary changes.

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Click 'Get Form' to open the Beneficiary Change Form in our editor.
Begin with Section 1, where you will enter the Insured’s Information. Fill in the required Policy Number and the Insured’s full name, ensuring accuracy.
Proceed to Section 2 for Present Owner’s Information. If the owner is different from the insured, provide their details including names and any applicable joint owners.
In Section 3, designate new Primary Beneficiaries. List each beneficiary's name, relationship to the insured, address, phone number, and Tax Identification Number.
Continue to Section 4 for Contingent Beneficiaries. Repeat the same process as in Section 3 for any additional beneficiaries.
Complete Section 5 with any Special Instructions that may apply to your request.
Finally, sign in Section 6. Ensure all signatures are dated and include titles if applicable before submitting your form.

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