Annuity claims are paid after the Company ensures that:

• 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:

• Certified copy of death certificate
• Please call (800) 789-7771, Monday through Thursday, 8:30am - 7:00pm and Friday 8:30am - 5:30pm ET and request to speak to a claim specialist, who will provide you with the necessary documents for your beneficiary options.

Return all documents

Regular Mail

Equitable Financial Life Insurance Company
Retirement Service Solutions
P.O. Box 1016
Charlotte, NC 28201-1016

Express Mail

Equitable Financial Life Insurance Company
Retirement Service Solutions
8501 IBM Dr. Suite 150-IR 
Charlotte, NC 28262-4333

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

• Our toll-free number, (800) 789-7771, Monday through Thursday, 8:30am - 7:00pm and Friday 8:30am - 5:30pm ET
• The contract-holder’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.