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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.
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.
The company offers variable annuities, tax-deferred investment and retirement plans, employee benefits, and protection solutions for individuals, families and small businesses.
Use this form to update the beneficiary information for your Traditional IRA, Roth IRA, Rollover IRA, SEP IRA, SIMPLE IRA or 403(b) account.
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.
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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.
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.
For cash or check withdrawals, you may go through our normal withdrawal process via the AXA branches or ask assistance from your financial advisor.
7:26 9:59 But you should contact the pensions and benefits office for the correct. Form. After you haveMoreBut you should contact the pensions and benefits office for the correct. Form. After you have completed this section all that's left is to sign your name and date. The form in the designated. Space.
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.

equitable beneficiary change form