Get Equi-vest - Ada Members Retirement Program - Axa Equitable

The EQUI-VEST - ADA Members Retirement Program online form is essential for users who wish to authorize AXA for automatic withdrawals related to required minimum distributions. This guide provides step-by-step instructions to assist you in accurately completing the form.

Follow the steps to complete your retirement program form correctly.

1. Click the ‘Get Form’ button to obtain the EQUI-VEST - ADA Members Retirement Program form and open it for editing.
2. Begin by entering your annuitant information, including your certificate number, address, Social Security number, and contact details. Ensure that you fill in your date of birth and email address accurately.
3. Indicate your preference for when you want your first check. You can choose to receive it in December of the year you sign the form or the following year. This step is for new enrollments only.
4. In the income tax withholding section, designate whether you want to have federal income tax withheld from your distributions. You can choose to withhold 10% or specify an additional percentage.
5. If applicable, complete the section for spouses who are more than 10 years younger than you. Provide your spouse's name and date of birth to consider their age in the calculation of your required minimum distribution.
6. If you transferred funds into your EQUI-VEST Certificate in 2017, indicate this in the designated section and provide the relevant dollar amount.
7. For EQUI-VEST Series 201, declare your preference for Guaranteed Annual Withdrawal Amount payments, specifying if you want them on a joint life basis or not.
8. If your certificate requires spousal consent, have your spouse sign the consent statement, which must be notarized. Alternatively, certify that you are not married if that applies.
9. Choose your delivery options, either First Class Mail or Direct Deposit. If opting for Direct Deposit, include a voided personal check.
10. Review the information you have provided for accuracy. Sign and date the authorization section to confirm your request for the required minimum distribution automatic withdrawal option. Ensure any necessary signatures from your trustee, employer, or plan administrator are also obtained.
11. Finally, mail your completed form to the appropriate address for regular or express mail as indicated on the document.

Complete your EQUI-VEST - ADA Members Retirement Program form online today to ensure your retirement needs are met efficiently.