DCREQTS EQUI-VEST Periodic Payment Plan ... - AXA Equitable 2025

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The document outlines the EQUI-VEST® Periodic Payment Plan Option, which allows beneficiaries of EQUI-VEST annuities to receive a guaranteed stream of income by purchasing another annuity. It details eligibility requirements, tax implications under FATCA, and provides instructions for completing the necessary forms to establish a payment plan. The document also includes options for payment frequency, investment fund allocation, and tax withholding preferences.

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Click ‘Get Form’ to open it in the editor.
Begin by providing information about the deceased, including their name, date of death, and contract number.
Next, fill in your details as the beneficiary. Include your name, address, email, date of birth, and Social Security number.
Designate a new beneficiary for the payment plan. Specify if they are primary or contingent beneficiaries and provide their details.
Indicate how much you wish to use for the periodic payment plan. Ensure it meets the minimum requirement of $2,000.
Select your preferred payment frequency: monthly, quarterly, semi-annually, or annually.
Choose your periodic payment plan type from options like Life Income Plan or Special Installment Plan.
If applicable, complete the investment fund allocation section for variable income annuities.
Specify where payments should be sent and whether you want taxes withheld from your payments.
Finally, review all information for accuracy and sign where indicated to agree to terms.

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How to get out of AXA?

How to 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. Start contributions to new vendor via a new SRA.

What is equitable EQUI-VEST?

EQUI-VEST is available through the retirement savings plan offered by your employer. In the world of retirement planning, its called a tax-deferred variable annuity, which means your money grows tax-deferred until youre ready to start withdrawing it in retirement.

What is the penalty for withdrawing from AXA Equitable?

You can choose to have your money paid to you in one lump sum, or in installments of a fixed amount or over a set number of years, if the plan permits. However, youll have to pay income taxes on a cash distribution, and you may also have to pay a 10% penalty for early withdrawal.

What is the surrender period for EQUI-VEST?

If you surrender your contract, apply your cash value to a non-life contingent annuity payment option, or withdraw money from the contract within 6 years following your last con- tribution, you will be assessed a withdrawal charge of up to 5% of account value withdrawn or contributions withdrawn.

What are the fees for EQUI-VEST Series 200?

The current Base Contract Expenses for Series 100 and 200 are: 1.40% for EQ/Common Stock and EQ/Money Market Options and 1.34% for all other investment options. For Series 300 the current charge is 1.34%. For series 400 the current charge is 1.34%.