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Get and Sign EQUI VEST StrategiesSM 2018-2022 Form

Get and Sign EQUI VEST StrategiesSM 2018-2022 Form

Use a equi vest 2018 template to make your document workflow more streamlined.

For Corporate and Keogh Trusteed contracts the beneficiary is the employer who maintains each annuitant s individual beneficiary designation. For Traditional IRA Roth IRA SEP SARSEP SIMPLE IRA or NQ contracts if the beneficiary is changed to be someone other than the spouse the SOA feature will not be available. Beneficiary Change and include with this signed and dated election form. Subject to the rights of the present assignee of record if any and in accordance with the terms of the...
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