Retirement Cornerstone annuity forms

Annuity claims are paid after the Company ensures:

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

Required documents

Please note:  All Forms above are the most requested claim options.  Please refer to the Checklist for additional details.

When filing a claim, these documents are necessary:

One of the following Claim Election forms: 

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

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


Fax: 816-701-8039

You may also request these forms be emailed or 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.

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: Instructions for installation are also found at that location.

GE-5873698.1  (08/2023) (Exp. 08/2025)