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Antitrust Life Insurance CompanyOWNERSHIP CHANGE ANNUITY CONTRACTS7100 Weston Parkway, Suite 200
West Des Moines, Iowa 502662521
(866) 5983692 www.EquiTrust.com
Mailing Address: PO Box 14500
Des Moines,
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How to fill out ownership change - equitrust
How to fill out ownership change - equitrust
01
To fill out an ownership change for EquiTrust, follow these steps:
02
Visit the EquiTrust website and navigate to the Ownership Change page.
03
Download the ownership change form and print it out.
04
Fill in your personal details, including your name, address, and contact information.
05
Provide the necessary information about the current policy owner and the new policy owner.
06
Indicate the effective date of the ownership change.
07
Sign and date the form.
08
Submit the completed form to EquiTrust via mail or fax, as instructed on the form.
09
Keep a copy of the form for your records.
10
Wait for EquiTrust to process the ownership change request.
11
You may be contacted for additional information or documentation if necessary.
12
Once the ownership change is approved, you will receive confirmation from EquiTrust.
Who needs ownership change - equitrust?
01
Anyone who wishes to transfer the ownership of an EquiTrust policy to another person or entity needs to fill out an ownership change form.
02
Some common scenarios where an ownership change may be necessary include:
03
- Transferring a policy from an individual owner to a trust or corporation.
04
- Selling a policy to someone else.
05
- Transferring a policy as part of an estate planning strategy.
06
- Changing the ownership of a policy due to a divorce or legal separation.
07
It is important to consult with EquiTrust or a professional advisor to determine if an ownership change is appropriate for your specific situation.
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What is ownership change - equitrust?
Ownership change in Equitrust refers to the process of transferring the rights of ownership of an insurance policy or investment product to a new owner.
Who is required to file ownership change - equitrust?
Typically, the current policyholder or owner is required to file for an ownership change in Equitrust.
How to fill out ownership change - equitrust?
To fill out an ownership change in Equitrust, obtain the appropriate form from Equitrust, provide the required information about both the current owner and the new owner, and submit it according to the instructions provided.
What is the purpose of ownership change - equitrust?
The purpose of an ownership change in Equitrust is to officially transfer ownership rights of a policy or asset, often for reasons related to estate planning, changes in personal circumstances, or business transactions.
What information must be reported on ownership change - equitrust?
Information required typically includes the names and contact information of both the current and new owners, policy numbers, signatures, and dates.
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