Death after retirement, group pension, and annuity benefits forms
Claims are paid after the Company ensures:
- You are the true beneficiary
- The contract is current and in force
-
That all conditions of the contract have been met
Required Documents
When filing a claim, these documents are necessary:
- Pension Statement or Annuity Contract call (800) 245-1230 for assistance
- Certified copy of death certificate
-
(Required for all beneficiaries listed on the contract)
Claimants Statement Form
Additional Documents
- Beneficiary Guide: To assist with important decisions after the loss of a loved one
Return all documents to:
Regular Mail
Equitable Benefit Payment Service Group
PO Box 4993, MD 34-7
Syracuse, New York 13202
Express Mail
Equitable Benefit Payment Service Group
Suite 1000
100 Madison Street, MD 34-7
Syracuse, New York 13202
FAX
(315) 477-3810
You may also request these forms be mailed to you by calling our toll-free number, (800) 245-1230, Monday through Friday, 9:00 AM to 5:00 PM (Eastern).
If you need assistance at any time, we recommend that you check with your Equitable Advisors, LLC Financial Professional.
These forms are Portable Document Format (PDF) files. If your browser is not yet capable of reading PDF files, you can download the free Adobe® Acrobat Readertm software at the following link: http://www.adobe.com/prodindex/acrobat/readstep.html