Get the free equitable.comcustomer-servicebeneficiaryEQUI-VEST annuity forms - Equitable

Get Form

Show details

Beneficiary Designation How to return your completed form: Mail: New York Life Guaranteed Products P.O. Box 406, Jersey City, NJ 073030406Contact Us:Fax: (908) 8403872Website: www.newyorklife.com/prt

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

Get, Create, Make and Sign equitablecomcustomer-servicebeneficiaryequi-vest annuity forms

Edit your equitablecomcustomer-servicebeneficiaryequi-vest annuity forms 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 equitablecomcustomer-servicebeneficiaryequi-vest annuity forms form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing equitablecomcustomer-servicebeneficiaryequi-vest annuity forms online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

In order to make advantage of the professional PDF editor, follow these steps:

1

Set up an account. If you are a new user, click Start Free Trial and establish a profile.

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 equitablecomcustomer-servicebeneficiaryequi-vest annuity forms. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.

4

Get your file. Select your file from the documents list and pick your export method. You may save it as a PDF, email it, or upload it to the cloud.

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

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 equitablecomcustomer-servicebeneficiaryequi-vest annuity forms

01

To fill out the equitablecomcustomer-servicebeneficiaryequi-vest annuity forms, follow these steps:

02

Start by downloading the forms from the Equitable website or contacting their customer service.

03

Begin by entering your personal information such as your full name, address, and contact details.

04

Provide the necessary details about the annuity policy, such as the policy number and effective date.

05

Indicate the type of beneficiary designation you want to make, whether primary, contingent, or both.

06

Clearly state the full name and relationship of each beneficiary you wish to designate.

07

Specify the percentage or share of the annuity proceeds each beneficiary should receive.

08

Sign and date the form, and include any required witness signatures if applicable.

09

Review the filled-out form to ensure all information is accurate and complete.

10

Make a copy of the completed form for your records and submit the original to Equitable as instructed.

11

Follow up with Equitable to verify the receipt of the annuity forms and inquire about any further steps needed.

Who needs equitablecomcustomer-servicebeneficiaryequi-vest annuity forms?

01

Individuals who have an Equi-Vest annuity and wish to designate beneficiaries need equitablecomcustomer-servicebeneficiaryequi-vest annuity forms.

02

These forms are required for anyone who wants to specify who will receive the annuity proceeds in the event of their death.

03

It is important for annuity policyholders to have these forms to ensure their chosen beneficiaries inherit the annuity benefits according to their wishes.

Fill form : Try Risk Free

Rate the form

4.1

Satisfied

25 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.

How do I make edits in equitablecomcustomer-servicebeneficiaryequi-vest annuity forms without leaving Chrome?

Add pdfFiller Google Chrome Extension to your web browser to start editing equitablecomcustomer-servicebeneficiaryequi-vest annuity forms and other documents directly from a Google search page. The service allows you to make changes in your documents when viewing them in Chrome. Create fillable documents and edit existing PDFs from any internet-connected device with pdfFiller.

Can I create an electronic signature for signing my equitablecomcustomer-servicebeneficiaryequi-vest annuity forms in Gmail?

Use pdfFiller's Gmail add-on to upload, type, or draw a signature. Your equitablecomcustomer-servicebeneficiaryequi-vest annuity forms and other papers may be signed using pdfFiller. Register for a free account to preserve signed papers and signatures.

How do I edit equitablecomcustomer-servicebeneficiaryequi-vest annuity forms on an Android device?

Yes, you can. With the pdfFiller mobile app for Android, you can edit, sign, and share equitablecomcustomer-servicebeneficiaryequi-vest annuity forms on your mobile device from any location; only an internet connection is needed. Get the app and start to streamline your document workflow from anywhere.

What is equitablecomcustomer-servicebeneficiaryequi-vest annuity forms?

Equitablecomcustomer-servicebeneficiaryequi-vest annuity forms are documents used to designate beneficiaries and manage investments in Equi-Vest annuities.

Who is required to file equitablecomcustomer-servicebeneficiaryequi-vest annuity forms?

Policyholders or investors who hold Equi-Vest annuities are required to file the forms.

How to fill out equitablecomcustomer-servicebeneficiaryequi-vest annuity forms?

The forms can be filled out online or submitted through mail with the required beneficiary information and investment choices.

What is the purpose of equitablecomcustomer-servicebeneficiaryequi-vest annuity forms?

The purpose of the forms is to ensure that designated beneficiaries receive the funds and assets from the annuity in case of the policyholder's death.

What information must be reported on equitablecomcustomer-servicebeneficiaryequi-vest annuity forms?

The forms require details such as beneficiary names, addresses, social security numbers, relationship to the policyholder, and allocation of investments.

Fill out your equitablecomcustomer-servicebeneficiaryequi-vest annuity forms 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