Get Investment Direction - Pivotal Select #693sel - Equitable Life Of ...

This guide provides a step-by-step approach for users to efficiently complete the Investment Direction - Pivotal Select #693SEL form online. By following these instructions, users can ensure that all necessary information is accurately submitted.

Follow the steps to successfully complete your form.

1. Press the ‘Get Form’ button to access the Investment Direction form and open it for editing.
2. Begin by entering the contract details in the first section. This includes the name(s) of the policy owner(s) and the corresponding policy number(s). Ensure that these details are accurate to avoid processing delays.
3. In section two, select the reset options for the Death and Maturity Benefit Guarantee. Review the reset provisions carefully and authorize any resets that apply to your policy. Remember, resets are only applicable for specific guarantee options.
4. Complete section three regarding the source of funds. Check all applicable sources and provide details on third-party contributions if relevant. If the deposit is significant (equal to or greater than $100,000), ensure to provide additional information as required.
5. Move to section four to allocate premiums for segregated funds. Indicate whether you want only the current premium allocated or include all future premiums. Specify the amount and desired allocation for various funds, ensuring the total equals 100%.
6. In section five, set up your dollar cost averaging (DCA) schedule by indicating the frequency and specific dates for starting or ending the DCA. Make sure to select any funds involved in this process accurately.
7. In section six, if you wish to switch funds, provide details of the fund you are switching from and to, including the fund names, codes, and amounts.
8. Utilize section seven for any special instructions that pertain to your investment direction.
9. Lastly, in section eight, sign and date the form where indicated. Ensure that all policy owners and relevant parties sign, including any irrevocable beneficiaries if applicable.
10. After completing the form, save your changes. You can download, print, or share the completed form as necessary. Ensure to send it to Equitable Life at the provided address.

Complete your Investment Direction form online today for efficient document management.