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What is the purpose of the surrender request form?
The surrender request form is used to request the surrender of Endowments, Whole of Life policies, Deferred Annuities, and Flexible Savings Plans.
What documentation is required to complete the surrender request?
You need to provide the original Policy Schedule, Trust Declaration (if applicable), documents related to any change of ownership, and evidence of identity.
Can I receive my payment via cheque?
Yes, if you do not have a UK bank or building society account, payment may be made by cheque.
What should I do if I need professional advice regarding my policy?
It is recommended to seek advice from an independent financial adviser to understand your options regarding trading your policy on the secondary market.
Why do I need to provide evidence of identity?
Evidence of identity is required to comply with Money Laundering regulations and ensure that only authorized individuals can access or withdraw funds from your policy.
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How do I contact the Equitable Life Assurance Society of the United States?
To discuss your retirement needs or to request a no-obligation, customized proposal, call a retirement plan specialist at (800) 523-1125 or complete the form below.
Did Prudential take over Equitable Life?
In this area you will find information on the transfer in 2007 and special bonus payment in 2008. For more information regarding the completed Transfer of Equitable Life With-Profits Annuity business to Prudential please click here.
Did Utmost take over Equitable Life?
On 1 January 2020, Equitable Life policies transferred to Utmost Life and Pensions, with the exception of Irish and German policies. The Irish and German policies remain with Equitable Life which in turn became a wholly owned subsidiary of Utmost Life and Pensions.
What went wrong with Equitable Life?
Following a July 2000 House of Lords ruling and the failure of attempts to find a buyer for the business, it closed to new business in December 2000 and reduced payouts to existing members. Lord Penroses 2004 Equitable Life Inquiry found that the company had made over-generous payouts leading it to be under-funded.
What happened to Equitable Life Insurance Company in the US?
In 1991, French insurance firm AXA acquired majority control of Equitable. In 2004, the company officially changed its name to AXA Equitable Life Insurance Company. In January 2020, it changed its name to Equitable Holdings, Inc. following its spinoff from AXA and the related public offerings beginning in May 2018.
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EV 201 PLAN FEE DISCLOSURE
You may also request any information needed to comply with ERISAs Form. 5500 reporting requirements. For additional information please call 1-800-628-6673 or
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