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This document serves as an acceptance form for asset rebalancing within an EQUI-VEST variable annuity contract, allowing annuitants to manage their investment options and specify rebalancing choices.
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How to fill out equi-vest asset rebalancing acceptance
How to fill out EQUI-VEST Asset Rebalancing Acceptance Form
01
Obtain the EQUI-VEST Asset Rebalancing Acceptance Form from the official website or your financial advisor.
02
Fill in your personal information, including your name, account number, and contact details in the designated sections.
03
Review the current asset allocations and determine the desired changes you want to make.
04
Indicate the new asset allocation percentages in the form as per your investment strategy.
05
Sign and date the form to validate your acceptance of the changes.
06
Submit the completed form to your financial advisor or the designated department as instructed.
Who needs EQUI-VEST Asset Rebalancing Acceptance Form?
01
Clients who have EQUI-VEST investment accounts and wish to adjust their asset allocations.
02
Investors looking to optimize their investment based on changes in market conditions or personal financial goals.
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People Also Ask about
What are the terms of withdrawal from equitable annuities?
Withdrawals from annuities are subject to normal income tax treatment and, if taken prior to age 59½, may be subject to an additional 10% federal income tax penalty. Withdrawals may also be subject to a contractual withdrawal charge.
What are the fees for equi vest variable annuity?
Investment Fund Fees: The underlying portfolio operating expenses of the investment funds in the Equitable EQUI-VEST variable annuity are ongoing costs associated with the investments in the annuity. The internal expenses of the sub-accounts range from 0.56% to 1.47%, with an average of 1.03%.
What are equi vest strategies?
The EQUI-VEST® Strategies (Series 901) contracts are variable and fixed group flexible premium deferred annuity contracts offered as a funding vehicle for employers' sponsored retirement plans.
What are surrender charges on variable annuities?
A "surrender charge" is a type of sales charge you must pay if you sell or withdraw money from a variable annuity during the "surrender period" – a set period of time that typically lasts six to eight years after you purchase the annuity. Surrender charges will reduce the value and the return of your investment.
What are the surrender charges for Equi Vest variable annuity series?
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 contribution, you will be assessed a withdrawal charge of up to 5% of account value withdrawn or con- tributions withdrawn.
What is the surrender charge for Equivest 201?
Surrender Charges Surrender Penalty Charge assessed on a "rolling" basis: The Withdrawal charge is equal to 5% of any contribution withdrawn attributable to contributions made during the current and 5 prior contract yrs measured from the date of the withdrawal.
What is the withdrawal fee for equitable?
Investment Edge® — If you surrender your contract, apply cash value to a non-life contingent annuity payout option, or withdraw money from an Investment Edge® contract within 6 years following your last contribution, you will be assessed a withdrawal charge of up to 6% of contributions, withdrawn.
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What is EQUI-VEST Asset Rebalancing Acceptance Form?
The EQUI-VEST Asset Rebalancing Acceptance Form is a document that allows clients to authorize changes to their investment allocation within the EQUI-VEST platform, ensuring alignment with their financial goals and risk tolerance.
Who is required to file EQUI-VEST Asset Rebalancing Acceptance Form?
Clients who wish to undergo asset rebalancing in their EQUI-VEST investment accounts are required to file the EQUI-VEST Asset Rebalancing Acceptance Form.
How to fill out EQUI-VEST Asset Rebalancing Acceptance Form?
To fill out the EQUI-VEST Asset Rebalancing Acceptance Form, clients must provide their personal information, specify their new asset allocation percentages, and sign the form to confirm their choices.
What is the purpose of EQUI-VEST Asset Rebalancing Acceptance Form?
The purpose of the EQUI-VEST Asset Rebalancing Acceptance Form is to facilitate and formally record a client’s request to adjust their investment allocations while ensuring that it adheres to their investment strategy.
What information must be reported on EQUI-VEST Asset Rebalancing Acceptance Form?
The EQUI-VEST Asset Rebalancing Acceptance Form must report client personal details, current allocation percentages, proposed new allocation percentages, and the client’s signature for authorization.
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