EQUI-VEST® annuity forms

Annuity 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:

  • Copy of death certificate
  • EQUI-VEST® Claim to Annuity Benefits (Required for all beneficiaries listed on the contract)
  • Any additional claim form that is required for the payment option you have selected (see additional option forms below)
  • W-9 Request for Taxpayer Identification Number and Certification for Estate, Trust, or any other non-natural entity

Additional documents

You may also request the forms below be mailed to you by calling our toll-free number, (800) 628-6673, Monday through Friday 8:00 AM to 5:00 PM (Eastern)

Not all options are available to all beneficiaries. Depending on your personal situation, these additional documents may be necessary:

  • EQUI-VEST® Lump Sum Distribution Form: Available when receiving a lump sum distribution in the form of a check or an Equitable online account
  • EQUI-VEST® Periodic Payment Plan Option Form: Available when receiving a guaranteed stream of income
  • EQUI-VEST® Inherited Annuity Beneficiary Continuation Option (BCO) for NQ Form: Refer to form for requirements
  • EQUI-VEST® Beneficiary Continuation Option (BCO) Form: Refer to form for requirements
  • EQUI-VEST® Trustee Certification Form: Available in conjunction with the BCO options if the Trust is a beneficiary and elects BCO (to be completed with the applicable BCO form)
  • EQUI-VEST® Successor Owner/Annuitant (SOA) Option Form: Available when the spouse wants to continue the existing contract in their name and take over ownership
  • Beneficiary Guide: To assist with important decisions after the loss of a loved one

Return all documents to:

Regular Mail

Equitable EQUI-VEST® Processing Office
PO Box 4956, MD 32-88
Syracuse, NY 13221

Express Mail

Equitable EQUI-VEST® Processing Office
Suite 1000
100 Madison St., MD 32-88
Syracuse, NY 13202

FAX

(816) 701-4967

You may also request these forms be mailed to you by calling:

  • Our toll-free number, (800) 628-6673, Monday through Friday 8:00 AM to 5:00 PM (Eastern)
  • The contractholder’s Financial Professional

If you need assistance at any time, we recommend that you check with your Financial Professional or contact the customer service area applicable to your situation.

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 Reader™ software at the following link: http://www.adobe.com/prodindex/acrobat/readstep.html. Instructions for installation are also found at that location.