Equitable Life Insurance forms

Life insurance claims are paid after the Company ensures:

  • You are the true beneficiary
  • The policy is current and in force
  • That all conditions of the policy have been met

Important Notice: Your plan may qualify for Express Processing with no additional forms required if filing a claim for $10,000 or less.

Required Documents

When filing a claim, these documents are necessary:

  • Completed Death Claim Form 
    (Required for all beneficiaries listed on the policy) 
  • Original life insurance policy, if available
  • Certified copy of death certificate
  • Any additional claim form that is required for the payment option you have selected
    (see additional documents below)

Additional Documents

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

Return all documents to:

Regular Mail

PO Box 1047
Charlotte, NC 28201-1047

Express Mail

National Operations Center
8501 IBM Drive, Suite 150
Charlotte, NC 28262

FAX - Forms Only

(855) 268-6373

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

  • Our toll-free number (800) 777-6510, Monday through Thursday 8:30 AM - 7:00 PM, Friday 8:30 AM - 5:30 PM
  • The policyholder’s financial professional 

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