DCREQTS EQUI-VEST Periodic Payment Plan ... - AXA Equitable 2026

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

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