Get Equitable Cat. 130037 2020-2026

Filling out the Equitable Cat. 130037 form online is a straightforward process that facilitates changes in ownership, beneficiary details, and other important information. This guide provides clear, step-by-step instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to fill out the Equitable Cat. 130037

1. Press the ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Identify the type of request you are making at the top of the form. Select from options such as name change, address change, ownership change, and beneficiary change. Ensure that you complete the relevant sections indicated for each type of request.
3. In section 2, fill out the owner's information accurately. Provide the certificate or contract number, the owner's name (first, middle, last), taxpayer identification number, daytime phone number, email address, and, if applicable, the joint owner's information.
4. If requesting a name change, go to section 3. Specify whether the name change pertains to the owner, annuitant, or another individual. Include the former name, new name, and the reason for the change. Attach legal evidence if required.
5. To request an address change, complete section 4. Indicate whether the change is for the owner or annuitant and provide the new address details, ensuring all fields are filled correctly.
6. For ownership changes, navigate to section 5. Provide the new owner's details including name, address, phone number, taxpayer identification number, and date of birth. Acknowledge the implications of ownership changes regarding optional benefits.
7. If changing beneficiaries, fill out section 6 completely. Include primary and contingent beneficiaries, their relationships to the owner, and any percentages for sharing. Remember to list details for both primary and contingent beneficiaries.
8. In section 7, if applicable, provide the new successor owner information and ensure you understand any implications regarding beneficiary designations.
9. Complete sections 8 and 9 if you are designating a joint annuitant, providing all required details and signatures. If required, include witnesses in the signature section.
10. Once all sections are complete, review the form for accuracy. Save the changes, and proceed to download, print, or share the document as needed.

Complete and submit the Equitable Cat. 130037 online to efficiently manage your documentation.