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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

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Can I take money out of my AXA account?

For cash or check withdrawals, you may go through our normal withdrawal process via the AXA branches or ask assistance from your financial advisor.

Can I take money out of my AXA account?

For cash or check withdrawals, you may go through our normal withdrawal process via the AXA branches or ask assistance from your financial advisor.

How do I get out of AXA Equitable?

Cease contributions to AXA/Equitable by filling out a new Salary Reduction Agreement (SRA) with your employer. Open a new account with a lower-cost vendor available through your employer.

How do I get out of AXA Equitable?

Cease contributions to AXA/Equitable by filling out a new Salary Reduction Agreement (SRA) with your employer. Open a new account with a lower-cost vendor available through your employer.

What is Equitable Life called now?

On 4 March 2019 we re-branded to Utmost Life and Pensions from our former name, Reliance Life and on 1 January 2020 we welcomed our Equitable Life customers.

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Can I take money out of my AXA account?

For cash or check withdrawals, you may go through our normal withdrawal process via the AXA branches or ask assistance from your financial advisor.

How do I close my AXA account?

Request a surrender form and fill it out to do a complete surrender. This will generate a tax consequence; you may also pay a surrender charge if you are still in the surrender period.

Can I take my retirement money out early?

You can withdraw money from your IRA at any time. However, a 10% additional tax generally applies if you withdraw IRA or retirement plan assets before you reach age 59½, unless you qualify for another exception to the tax.

Can I borrow money from my Equitable account?

Generally, you can't borrow more than $50,000 or one-half of your vested plan benefits, whichever is less. (An exception applies if your account value is less than $20,000; in this case, you may be able to borrow up to $10,000, even if this is your entire balance.)

What is equivest 403b?

EQUI-VEST ® is a variable deferred annuity designed for retirement purposes. In essence, it is a contractual agreement in which payments are made to an insurance company, which agrees to pay an income stream or lump-sum amount at a later date.

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Can I take money out of my AXA account?

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Can I take money out of my AXA account?

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