Get 060739e

Filling out the 060739e form is essential for setting up a System-Matic Payment Plan with AXA Equitable or MONY Life Insurance Company of America. This guide provides clear instructions to ensure the process is straightforward and accessible for all users.

Follow the steps to complete the 060739e form effectively.

1. Click the ‘Get Form’ button to obtain the 060739e form and open it in the editor.
2. Begin by selecting the reason for your request. Check the appropriate box(es) indicating whether it is a new application, a change to an existing plan, or other relevant options.
3. Provide the necessary authorization by completing the section regarding bank information. Include details about your checking account from which premiums will be deducted.
4. List all policies and/or contracts that will be included in the payment plan. Ensure to indicate the insured's initials and the draft amount for variable policies.
5. Review and understand the terms regarding the termination of the payment plan, including how it can be initiated by either party and under what circumstances.
6. Complete the signature requirements at the end of the form. Both the depositor's and policyowner's signatures may be necessary, depending on the ownership structure of the account.
7. Lastly, include a voided check for the account to ensure accurate processing and payment capabilities.
8. Once all sections are completed accurately, save your changes. You can download, print, or share the form as needed before submitting it to the specified address or fax number.

Start filling out your 060739e form online today to set up your System-Matic Payment Plan!