Get Equitable 134876 2020-2025

Filling out the Equitable 134876 form online can be a straightforward process with the right guidance. This comprehensive guide provides step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to successfully complete the Equitable 134876 form

1. Press the ‘Get Form’ button to retrieve the Equitable 134876 form and open it in your preferred online editor.
2. Begin by filling out the type of request section. Choose whether you are requesting a third-party release of information by checking the appropriate box.
3. Next, provide the owner's information. Include the policy number(s), insured's name, owner's name (if different from the insured), daytime phone number, email address, and the owner's address. If this is a change of address, be sure to check the address change box.
4. Indicate the type of information you wish to authorize for release to the third party. Options include policy values, inforce illustrations, loan information, and premium information. Be specific about any other information to be released, if applicable.
5. Provide information about the third-party recipient. Fill in the name, relationship to the policy owner(s), entity name (if applicable), address, and daytime phone number of the third party.
6. Select how the information will be released to the third party. Options include verbal release, fax, written correspondence, or email. Be sure to provide necessary contact details.
7. Once all fields are filled out, you will need to sign and date the form. If there are joint owners or any authorized representatives, ensure their signatures are included as well. Provide titles if applicable.
8. Review all information for accuracy. After confirming everything is correct, you may choose to save changes, download, print, or share the completed form as needed.

Complete the Equitable 134876 form online today to ensure your information is accurately processed.