Single Premium Deferred Annuity (SPDA) 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

When filing a claim, these documents are necessary. You may request these forms be mailed to you by calling our toll-free number (800) 628-7789 Monday through Friday, 9:00 AM to 5:00 PM (Eastern)

  • Annuity contract, if available
  • Certified copy of death certificate
  • SPDA Claim to Annuity Benefits (Required for all beneficiaries listed on the contract)
  • Any additional claim form that is required for the payment option you have selected (see additional documents below)

Additional documents

Depending on your personal situation, these additional documents may be necessary:

  • SPDA Lump Sum Distribution Form Available when receiving a lump sum distribution in the form of a check or an Equitable online account
  • Special Payment Plan Distribution Form Available when requesting an Interest, Installment Payments or Life Income Options settlement
  • Beneficiary Guide: To assist with important decisions after the loss of a loved one

Return all documents to:

Regular Mail

Equitable SPDA Division
PO Box 4700 MD 34-7
Syracuse, NY 13202

Express Mail

Equitable SPDA Division
Suite 1000
100 Madison Street MD 34-7
Syracuse, NY13202

FAX (315) 477-3810

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

  • Our toll-free number (800) 628-7789 Monday through Friday, 9:00 AM to 5:00 PM (Eastern)
  • 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.