AXA Equitable Trns/Rollover/1035 Exchange 2012-2025 free printable template

EQUI-VEST Variable Annuity Series Transfer/Rollover of Assets or 1035 Exchange to Another Carrier Express Mail AXA Equitable EQUI-VEST Processing Office 100 Madison St. Suite 1000 Syracuse N.Y. Has 5 business days to process this request. I hereby authorize AXA Equitable to process this transaction. Signature of Owner/Participant Print Name of Spouse if applicable See Section 4A Signature of Spouse F. Absolute Assignment To Effect NQ 1035 a Exchange To A Replacing Carrier To Be Completed By...

How to fill out equitable transfer 1035 form

How to fill out AXA Equitable Trns/Rollover/1035 Exchange

1. Gather necessary documents for the current policy and the new policy.
2. Complete the AXA Equitable Trns/Rollover/1035 Exchange form with personal information.
3. Provide details of the existing policy, including policy number and carrier name.
4. Specify the type of exchange: transfer, rollover, or 1035 exchange.
5. Sign the form and date it to authorize the transaction.
6. Submit the completed form to AXA Equitable or the designated representative.

Who needs AXA Equitable Trns/Rollover/1035 Exchange?

1. Individuals looking to transfer their life insurance or annuity policies.
2. People seeking to consolidate their retirement accounts.
3. Policyholders wanting to change or upgrade their current coverage.
4. Investors aiming to avoid tax penalties on the transfer of funds.

Video instructions and help with filling out and completing equi vest transfer

Instructions and Help about axa equitable transfer form

A 1035 exchange is a provision in the tax code that allows you, as a policyholder, to transfer funds from a life insurance, endowment or annuity to a new policy, without having to pay taxes. The IRS allows holders of these types of contracts to do this in order to replace outdated contracts with new contracts that have improved benefits, lower fees and different investment options. A 1035 exchange is limited to the following situations: You can replace one annuity contract for another annuity contract that has identical annuitants; You can replace one life insurance policy for another life insurance policy, endowment policy or annuity contract; And you can replace one endowment policy for an identical endowment policy or an annuity contract. The IRS has provided strict guidelines that the owner, insured and annuitant must be the same on the new contract as listed on the old in order to qualify for the tax-free treatment. The IRS has ruled in several previous cases that if an owner cashes out of a current contract and immediately applies the proceeds to a new contract it will not be treated as a tax-free event or Section 1035 Exchange. The funds must pass directly from one insurance company to the other. Contact us today to make sure you take advantage of this tax strategy correctly.

What is axa 1035 exchange?

Axa Rollover Form is not the form you're looking for? Search for another form here. A 1035 exchange is a provision in the tax code that allows you, as a policyholder, to transfer funds from a life insurance, endowment or annuity to a new policy, without having to pay taxes.

People Also Ask about equitable direct transfer

Does AXA still exist?

The Axa Group operates primarily in Western Europe, North America, the India Pacific region and the Middle East, with a presence also in Africa.

How do I withdraw from equitable?

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.

How do I contact AXA Equitable?

If you have a general or a technical question about the Equitable website, please call us toll-free at 1-877-222-2144.

Does AXA Equitable still exist?

In 1991, French insurance firm AXA acquired majority control of The Equitable. Equitable Holdings, Inc.Equitable Holdings. Headquarters at 1290 Avenue of the AmericasTypePublicHeadquartersNew York City, United StatesKey peopleMark Pearson, President & CEOProductsInsurance (life, annuities, reinsurance)13 more rows

Is equitable the same as AXA?

Equitable is the brand name for AXA Equitable Life Insurance Company (NY, NY) and its affiliates. Equitable Advisors is the brand name for AXA Advisors, LLC (Member FINRA, SIPC). The 160-year history reference applies exclusively to AXA Equitable Life Insurance Company.

Are AXA and equitable the same company?

Equitable is the brand name for AXA Equitable Life Insurance Company (NY, NY) and its affiliates. Equitable Advisors is the brand name for AXA Advisors, LLC (Member FINRA, SIPC). The 160-year history reference applies exclusively to AXA Equitable Life Insurance Company.

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What is AXA Equitable Trns/Rollover/1035 Exchange?

AXA Equitable Trns/Rollover/1035 Exchange refers to the process of transferring funds between retirement or investment accounts in a tax-advantaged manner, specifically under section 1035 of the Internal Revenue Code. This allows for the exchange of certain types of life insurance policies or annuities without incurring immediate tax liabilities.

Who is required to file AXA Equitable Trns/Rollover/1035 Exchange?

Individuals who are participating in the transfer, rollover, or exchange of their annuities or life insurance policies with AXA Equitable are typically required to file the necessary forms. This may include policyholders or beneficiaries who wish to move their funds to different accounts.

How to fill out AXA Equitable Trns/Rollover/1035 Exchange?

To fill out the AXA Equitable Trns/Rollover/1035 Exchange, individuals need to complete the appropriate forms provided by AXA, which typically require personal information, details about the current and new policies, and signatures. It's important to carefully follow the instructions to ensure all required information is included.

What is the purpose of AXA Equitable Trns/Rollover/1035 Exchange?

The purpose of AXA Equitable Trns/Rollover/1035 Exchange is to enable policyholders to transfer their existing life insurance or annuity contracts to new products or carriers without facing immediate tax implications, allowing for potential benefits such as improved investment options or better coverage terms.

What information must be reported on AXA Equitable Trns/Rollover/1035 Exchange?

The information that must be reported on AXA Equitable Trns/Rollover/1035 Exchange includes the policyholder's personal details, the specifics of the existing and new policies (such as policy numbers, amounts being transferred), and any relevant tax identification numbers.