 
                Get Axa Equitable Trns/rollover/1035 Exchange 2012-2025
How it works
- 
                    Open form follow the instructions
- 
                    Easily sign the form with your finger
- 
                    Send filled & signed form or save
How to fill out the AXA Equitable Trns/Rollover/1035 Exchange online
Filling out the AXA Equitable Trns/Rollover/1035 Exchange form online is a straightforward process that allows users to manage their retirement assets efficiently. This guide provides step-by-step instructions to ensure accuracy and completeness when submitting the form.
Follow the steps to complete the form with confidence.
- Click ‘Get Form’ button to access the AXA Equitable Trns/Rollover/1035 Exchange form and open it for completion.
- Enter the owner's information accurately in Section 1. Include the owner's name, contact number, and address. If applicable, provide details for a joint owner. Make sure to include the last four digits of the Social Security Number or Employer Identification Number.
- In Section 2A, indicate the type of transaction by checking one of the boxes provided. Ensure you understand the difference between a direct rollover, direct transfer, and taxable rollover conversion before making your selection.
- Complete Section 2B by specifying the amount to be transferred or rolled over. Choose whether it is a partial or total transfer, and if applicable, detail the specific investment options from which funds will be withdrawn.
- Section 3 requires the new carrier or successor fiduciary to fill in their information, including their name, address, and contact details. Ensure that this is accurately completed to facilitate the transfer.
- Review and complete Section 4, where you will make representations and acknowledgments regarding the transaction. Confirm understanding of any tax implications and ensure compliance with all requirements.
- If applicable, complete Section 5 for the plan administrator’s acknowledgment and spousal consent. This section must be witnessed by a notary public or plan administrator.
- If there is a need for a change of owner under EQUI-VEST trusteed contracts, complete Section 6. This requires signatures from both the current and new owner.
- Once all sections have been filled out accurately, save changes, then download or print the completed form for submission. Make sure to send it to the appropriate processing office.
Start filling out your AXA Equitable Trns/Rollover/1035 Exchange form online for a seamless experience.
Related links form
Equitable customer service refers to the support and guidance provided to clients regarding their financial products and services. The company places a strong emphasis on ensuring clients understand options available to them, such as the AXA Equitable Trns/Rollover/1035 Exchange. Their representatives aim to resolve inquiries efficiently and effectively, catering to your financial needs.
Industry-leading security and compliance
- 
                    In businnes since 199725+ years providing professional legal documents.
- 
                    Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
- 
                    Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.