Get Equi-vest Annuity Forms - Axa Equitable

Filling out the EQUI-VEST Annuity Forms from AXA Equitable can be a smooth process when you follow the provided guidelines. This guide aims to assist you in understanding each component of the form, ensuring that you complete it accurately and efficiently.

Follow the steps to complete the EQUI-VEST Annuity Forms effectively.

1. Click ‘Get Form’ button to obtain and access the form in your preferred document editor.
2. Begin by entering the owner’s information in the designated fields. Include the owner’s name, daytime phone number, mobile number, and email address. If there is a joint owner, provide their similar details.
3. Fill in the Social Security Number (SSN) and Tax Identification Number (TIN) or Employer Identification Number (EIN) as required, ensuring accuracy for processing.
4. Next, input the annuitant’s name if it differs from the owner, along with that person’s SSN.
5. Complete the owner’s address, including street number and name, apartment or suite number, city, state, and zip code. Check the box if there is an address change.
6. Move to the beneficiary section. Designate primary beneficiaries by providing their full names, SSNs, relationship to the owner, and percentage allocation. If there are additional primary or contingent beneficiaries, include their information as required.
7. For spousal consent requirements, complete either the consent statement or certify the annuitant is unmarried, and ensure it is signed by a Notary Public or Plan Administrator if applicable.
8. Review all entered information for accuracy. Finally, sign and date the form as the owner, and include the signature of a joint owner if applicable.
9. After confirming all information is correct, save the changes you have made, and consider downloading, printing, or sharing the form as necessary.

Begin filling out your EQUI-VEST Annuity Forms online today to ensure your beneficiary designations are up to date.