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This document is an enrollment form for AXA Equitable's Variable Annuity Series 201, designed to enable annuitants to select investment options and set up a Personal Identification Number for managing
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How to fill out equi-vest processing office variable
How to fill out EQUI-VEST Processing Office Variable Annuity Enrollment Form
01
Begin by obtaining the EQUI-VEST Processing Office Variable Annuity Enrollment Form from the official website or through your financial advisor.
02
Fill in your personal information, including your full name, address, date of birth, and Social Security number.
03
Provide details about your employment, including the name of your employer and your job title.
04
Select the type of variable annuity that you wish to enroll in and indicate your investment choices.
05
Specify the amount of money you wish to contribute, including any initial deposit.
06
Review the beneficiary information section and fill in the name of the person or entity you wish to designate as your beneficiary.
07
Sign and date the form to confirm that all information is accurate and that you understand the terms of the annuity.
08
Submit the completed form to the EQUI-VEST Processing Office through the indicated submission method (online, mail, or fax).
Who needs EQUI-VEST Processing Office Variable Annuity Enrollment Form?
01
Individuals looking to invest in a variable annuity for retirement savings.
02
Financial advisors assisting clients in setting up variable annuity accounts.
03
Employers offering variable annuity options as part of an employee benefits package.
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People Also Ask about
How do I contact Equitable annuity?
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.
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The current charge is equal to the lesser of $30 or 2% of your total account value plus any amount previously withdrawn during the contract year.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 AXA Equitable called now?
In 1991, French insurance firm AXA acquired majority control of Equitable. In 2004, the company officially changed its name to AXA Equitable Life Insurance Company. In January 2020, it changed its name to Equitable Holdings, Inc. following its spinoff from AXA and the related public offerings beginning in May 2018.
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 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.
Do variable annuities have tax forms?
Distributions from non-qualified and qualified variable annuities are reported on Form 1099R. The 1099R will be provided to you by the insurance company. 1099R income is entered on Lines 4A-D on Form 1040. You should consult your professional adviser for any tax or legal advice.
What is the phone number for equitable variable annuity?
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.
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.
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.
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What is EQUI-VEST Processing Office Variable Annuity Enrollment Form?
The EQUI-VEST Processing Office Variable Annuity Enrollment Form is a document used for enrolling individuals in a variable annuity program offered by EQUI-VEST.
Who is required to file EQUI-VEST Processing Office Variable Annuity Enrollment Form?
Individuals who wish to enroll in a variable annuity offered by EQUI-VEST are required to complete and submit this form.
How to fill out EQUI-VEST Processing Office Variable Annuity Enrollment Form?
To fill out the form, individuals should provide their personal information, investment choices, beneficiary details, and any other required information as specified on the form.
What is the purpose of EQUI-VEST Processing Office Variable Annuity Enrollment Form?
The purpose of the form is to formally enroll individuals in the variable annuity program and to collect the necessary information for processing the enrollment.
What information must be reported on EQUI-VEST Processing Office Variable Annuity Enrollment Form?
The form requires personal identification details, investment selections, beneficiary information, and any financial information deemed necessary for processing the application.
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