Get the free EQUI-VEST Transfer and Allocation Request Form

Name: Fillable Online EQUI-VEST Variable Annuity Transfer and Allocation Request Fax Email Print - pdfFiller
Brand: pdfFiller
Rating: 4.0 (37 reviews)

Get Form

Show details

A form used to request a variety of account transactions related to EQUI-VEST variable annuities, including transfers, reallocations, and asset rebalancing.

We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign equi-vest transfer and allocation

Edit your equi-vest transfer and allocation form online

Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.

Add your legally-binding signature

Draw or type your signature, upload a signature image, or capture it with your digital camera.

Share your form instantly

Email, fax, or share your equi-vest transfer and allocation form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing equi-vest transfer and allocation online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

To use our professional PDF editor, follow these steps:

1

Check your account. If you don't have a profile yet, click Start Free Trial and sign up for one.

2

Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.

3

Edit equi-vest transfer and allocation. Add and replace text, insert new objects, rearrange pages, add watermarks and page numbers, and more. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file.

4

Save your file. Choose it from the list of records. Then, shift the pointer to the right toolbar and select one of the several exporting methods: save it in multiple formats, download it as a PDF, email it, or save it to the cloud.

With pdfFiller, it's always easy to work with documents. Try it out!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.

Learn more about security & compliance

How to fill out equi-vest transfer and allocation

How to fill out EQUI-VEST Transfer and Allocation Request Form

01

Obtain the EQUI-VEST Transfer and Allocation Request Form from the official website or your financial advisor.

02

Fill in your personal information, including your name, address, and contact details.

03

Provide account details for the account you are transferring from, including the account number and the financial institution's name.

04

Specify the type of transfer you are requesting (full transfer or partial transfer).

05

Indicate the allocation of assets for the new account, detailing how you want the transferred assets to be split.

06

Review the completed form for accuracy and completeness.

07

Sign and date the form to authenticate your request.

08

Submit the form to the appropriate financial institution or administrator as instructed.

Who needs EQUI-VEST Transfer and Allocation Request Form?

01

Individuals who wish to transfer their assets between EQUI-VEST accounts.

02

Investors reallocating their investment portfolios within EQUI-VEST.

03

Clients needing to consolidate or split assets for personal financial management.

Fill form : Try Risk Free

Rate the form

4.0

Satisfied

37 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

What is EQUI-VEST Transfer and Allocation Request Form?

The EQUI-VEST Transfer and Allocation Request Form is a document used by policyholders to request transfers or allocations of funds between investment options within their EQUI-VEST account.

Who is required to file EQUI-VEST Transfer and Allocation Request Form?

Policyholders of EQUI-VEST accounts who wish to transfer funds or change their investment allocations are required to file the EQUI-VEST Transfer and Allocation Request Form.

How to fill out EQUI-VEST Transfer and Allocation Request Form?

To fill out the EQUI-VEST Transfer and Allocation Request Form, policyholders must provide their account information, specify the amount to be transferred, choose the investment options for allocation, and sign the form.

What is the purpose of EQUI-VEST Transfer and Allocation Request Form?

The purpose of the EQUI-VEST Transfer and Allocation Request Form is to facilitate the process of reallocating or transferring funds within an EQUI-VEST account, ensuring that policyholders can adjust their investment strategies as needed.

What information must be reported on EQUI-VEST Transfer and Allocation Request Form?

The EQUI-VEST Transfer and Allocation Request Form must report the policyholder's account number, the amount to be transferred, the selected investment options for allocation, and a signature to authorize the changes.

Fill out your equi-vest transfer and allocation online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now