EQUI-VEST ® annuity forms

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

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.

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The content of this website does not constitute an offer of investments, insurance, or financial advice and makes no direct or indirect recommendation with respect to the appropriateness of any particular product, investment, investment-related option, or financial service. Unless otherwise noted, references to “Equitable” within discussions of proprietary insurance and annuity products apply specifically and exclusively to issuers Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY) and/or Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with an administrative office located in Charlotte, NC. Overall, Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial, Equitable America, and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). Equitable Financial, Equitable America, Equitable Distributors, and Equitable Advisors are affiliated companies and do not provide tax or legal advice or services.