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Axa equitable change of ownership form 2026

The document is an Ownership Change Request Form for SPDA and Annuity Benefits from AXA Equitable Life Insurance Company. It outlines the process for changing the ownership of annuity contracts, including required information about the current and new owners, reasons for the change, and necessary documentation. The form also includes general information regarding eligibility requirements for U.S. citizens and legal entities, as well as tax identification number requirements.

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Click ‘Get Form’ to open the axa equitable change of ownership form in the editor.
Begin by filling out the Owner’s Information section. Include the contract number, annuitant's name, and owner's details such as address and phone number.
In the Designation of New Owner(s) section, specify the reason for the ownership change and list the new owner's names along with their relationships to the annuitant.
Complete the Information for New Owner section. Indicate if they are a U.S. citizen and provide their legal residence and mailing address.
Ensure all required signatures are included at the bottom of the form, including those of any joint owners.

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