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This form is used for requesting services related to the EQUI-VEST Variable Annuity, including changes to annuitant information, allocation of future contributions, and transfer of current funds.
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How to fill out equi-vest variable annuity series
How to fill out EQUI-VEST® Variable Annuity Series 201 Request for Service Form
01
Obtain the EQUI-VEST® Variable Annuity Series 201 Request for Service Form from the official website or your financial advisor.
02
Carefully read the instructions on the form to understand the required information.
03
Fill in your personal information, including your name, address, and contact details in the designated areas.
04
Provide your account number to identify the correct variable annuity account.
05
Indicate the specific service you are requesting by checking the appropriate boxes or writing in your request clearly.
06
Include any required financial information or documentation that supports your request, if applicable.
07
Review all filled information for accuracy and completeness before signing the form.
08
Sign and date the form to validate your request.
09
Submit the completed form via mail or online, as directed in the form instructions.
Who needs EQUI-VEST® Variable Annuity Series 201 Request for Service Form?
01
Clients who hold an EQUI-VEST® Variable Annuity Series 201 account and wish to request services such as withdrawals, changes of beneficiary, or account updates.
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People Also Ask about
What is the phone number for equitable annuity?
If you'd like to speak someone right away, call (800) 523-1125.
What is Equi Vest variable annuity series?
EQUI-VEST® is available through the retirement savings plan offered by your employer. In the world of retirement planning, it's called a tax-deferred variable annuity, which means your money grows tax-deferred until you're ready to start withdrawing it in retirement.
How do I contact Equitable annuities?
To discuss your retirement needs or to request a no-obligation, customized proposal, call a retirement plan specialist at (800) 523-1125 or complete the form below.
Is Equitable a good annuity company?
The “A” rating for Equitable represents the third highest among fifteen rating levels. The “A” rating for Equitable America represents the third highest among fifteen rating levels.
How to reach Equitable?
If you are still having issues, please call (877) 222-2144; Monday – Thursday, 8:00 AM – 4:30 PM and Friday, 8:00 AM – 4:30 PM (EST). All Equitable accounts are protected with two factor authentication, where a user must receive a 6 digit code to either an e-mail address or phone number on file.
What are the fees for equitable equivest variable annuity?
The current charge is equal to the lesser of $30 or 2% of your total account value plus any amount previously withdrawn during the contract year.
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.
What is the lawsuit against Equitable advisors?
The lawsuit alleges that Equitable Advisors and Equitable Network, referred to as the “Defendants,” failed to pay Plaintiff and other FPs properly for all overtime hours they worked.
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What is EQUI-VEST® Variable Annuity Series 201 Request for Service Form?
The EQUI-VEST® Variable Annuity Series 201 Request for Service Form is a document used by policyholders to request various services related to their variable annuity policies, such as changes in investment options, withdrawals, or beneficiary designations.
Who is required to file EQUI-VEST® Variable Annuity Series 201 Request for Service Form?
Policyholders or individuals authorized to act on behalf of the policyholder are required to file the EQUI-VEST® Variable Annuity Series 201 Request for Service Form when they wish to request services related to their annuity account.
How to fill out EQUI-VEST® Variable Annuity Series 201 Request for Service Form?
To fill out the EQUI-VEST® Variable Annuity Series 201 Request for Service Form, a user should provide their personal information, policy number, specific service requested, and any necessary supporting documentation, ensuring that all sections of the form are completed accurately.
What is the purpose of EQUI-VEST® Variable Annuity Series 201 Request for Service Form?
The purpose of the EQUI-VEST® Variable Annuity Series 201 Request for Service Form is to facilitate communication between the policyholder and the insurance company, enabling the policyholder to formally request changes or services regarding their variable annuity.
What information must be reported on EQUI-VEST® Variable Annuity Series 201 Request for Service Form?
The form must include personal identification details of the policyholder, the annuity policy number, the specific request being made, contact information, and any additional documentation required to process the request.
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