
Fillable Online Equivest Express Mail Axa Equitable Equivest 2021-2025 Form
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People also ask
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What are the surrender charges for Equi Vest variable annuity series?
If you surrender your contract, apply your cash value to a non-life contingent annuity payment option, or withdraw money from the contract within 6 years following your last contribution, you will be assessed a withdrawal charge of up to 5% of account value withdrawn or con- tributions withdrawn.
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How does an equitable annuity work?
You buy an annuity with one or more contributions to your contract. Each contribution is credited to your annuity account. Depending on the annuity you are purchasing, your account may accumulate earnings from Variable Investment Options, fixed investment options and/or Structured Investment Options.
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What is equitable equi vest?
EQUI-VEST® is a variable deferred annuity contract issued by Equitable Financial Life Insurance Company (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America), which offer contracts for funding employer-sponsored retirement plans, including SEP plans.
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Can I withdraw my money from Equitable?
You can choose to have your money paid to you in one lump sum, or in installments of a fixed amount or over a set number of years, if the plan permits. However, you'll have to pay income taxes on a cash distribution, and you may also have to pay a 10% penalty for early withdrawal.
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What are equi vest strategies?
The EQUI-VEST® Strategies (Series 901) contracts are variable and fixed group flexible premium deferred annuity contracts offered as a funding vehicle for employers' sponsored retirement plans.
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How does an equitable annuity work?
You buy an annuity with one or more contributions to your contract. Each contribution is credited to your annuity account. Depending on the annuity you are purchasing, your account may accumulate earnings from Variable Investment Options, fixed investment options and/or Structured Investment Options.
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What is Equi Vest annuity?
The EQUI-VEST® series of variable annuities are long-term financial products for retirement that let you invest on a tax-deferred basis in an array of investment options.
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