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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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How do I withdraw money from my Equitable account?

You may be eligible for a withdrawal. Log in or register for an account online to quickly and easily continue via our chat option. A customer service representative will be available to help you with the overall process and provide the form needed to get started.

How do I get my money out of equitable?

You may be eligible for a withdrawal. Log in or register for an account online to quickly and easily continue via our chat option. A customer service representative will be available to help you with the overall process and provide the form needed to get started.

What is equi vest?

A variable deferred annuity, such as EQUI-VEST®, is a long-term financial product that is 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 a lump-sum amount at a later date.

Can I borrow from my Equitable account?

You can only borrow so much. You can typically borrow up to half the vested amount in your retirement savings account, but no more than $50,000. If you already borrowed money within the past 12 months, then the balance of the loan will be subtracted from your allowable amount.

Is it easy to change a beneficiary?

In most cases, it is a simple matter to change the beneficiary on a life insurance policy. You simply need to contact your insurer and request a change of beneficiary form and fill out the form accurately and completely.

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Is Equitable Advisors a legit company?

Equitable Advisors acts as a registered securities broker-dealer in addition to being an investment advisory firm. This means that many of the firm's advisors are authorized to conduct securities transactions that could result in the earning of commissions.

Can you change beneficiary at any time?

The beneficiary can be either revocable or irrevocable. A revocable beneficiary can be changed at any time. Once named, an irrevocable beneficiary cannot be changed without his or her consent. You can name as many beneficiaries as you want, subject to procedures set in the policy.

Who has the right to change the beneficiary?

The right to change of beneficiary is reserved to the insured employee, and the consent of the beneficiary or beneficiaries shall not be requisite to any change in beneficiary.

What is equitable TSA?

EQUI-VEST Strategies TSA & EDC is a combination variable and fixed annuity deferred contract issued by Equitable Financial Life Insurance Company (New York, NY) and is designed to help people to contribute toward their retirement. Annuities are long-term investment products designed for retirement purposes.

How do I change my beneficiaries?

Generally, you can review and update your beneficiary designations by contacting the company or organization that provides your insurance or retirement plan. You can sometimes do this online. Otherwise, you'll have to complete, sign, and mail a paper form.

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