Get Equi-vest 966-005 2006-2025
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How to fill out the EQUI-VEST 966-005 online
The EQUI-VEST 966-005 form is essential for clients wishing to request a partial withdrawal or surrender of their contract for EQUI-VEST and EQUI-VEST Express programs. This guide provides a clear, step-by-step approach to successfully completing the form online.
Follow the steps to efficiently complete the EQUI-VEST 966-005 online
- Click the ‘Get Form’ button to obtain the form and open it in your online editor.
- Fill in the owner information section, including the contract number, owner details, joint owner (if applicable), daytime phone number, and address. If your address has changed, indicate whether this is a change to the records by selecting ‘yes’ or ‘no’.
- Select the retirement program(s) applicable to your contract by checking the appropriate boxes for options like Traditional IRA, Roth IRA, or SEP/SARSEP.
- Proceed to the partial withdrawals section and enter the total withdrawal amount you wish to request, ensuring that the amount meets the minimum requirements. Specify amounts or percentages for different withdrawal categories as needed.
- Complete the section for withdrawals from the Guaranteed Investment Option (GIO) and/or Investment Funds, or from Fixed Maturity Option (FMO) as applicable. Fill in specific dollar amounts or percentages for each option.
- If opting for total surrender of your contract, indicate this choice and provide your contract if available.
- For contracts subject to spousal consent, complete the required statements in the spousal consent section, ensuring the signature of your spouse is witnessed by a Notary Public or Plan Administrator.
- Read the important tax notifications carefully and complete the applicable sections regarding tax withholding and distribution eligibility.
- Sign and date the authorization to disburse funds, ensuring all signatures required from other parties are included.
- Mail the completed form to the appropriate AXA Equitable Processing Office address as detailed in the instructions.
Take the first step towards your financial goals by filling out the EQUI-VEST 966-005 online today.
Equivest, a product line under Equitable, shares a deep connection with the Equitable brand. However, it specifically refers to investment and insurance products designed for clients. The EQUI-VEST 966-005 plan falls under this category and serves as a critical tool for effective financial planning. To understand how Equivest aligns with Equitable's offerings, consider checking out resources available on US Legal Forms.
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