Customer Service and Support forms
Policy and contract specific Customer Service and Support forms
Some of the forms clients search for on Equitable.com – Required Minimum Distribution (RMD), Assign a Beneficiary, etc. – are actually specific to an individual’s policy or contract and require account holders to login to their account to access.
Once logged in, open the "Manage your account" option on your dashboard and click on the “Forms” link in the middle “View” column. This should take you to the “Service Forms” page, which will display all the forms specific to your account.
Publicly available Customer Service and Support forms
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Beneficiary checklist guide
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Certification of Trust form
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Claim for death benefits form
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Inherited IRA Beneficiary Continuation Option form
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Inherited Annuity Beneficiary Continuation Option for Non-Qualified Election form
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Lump sum distribution form
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Spousal continuation option form
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Spousal rollover acknowledgement form
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Successor owner/annuitant form
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W-4 form
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W-9 form
GE-6591672.1 (05/2024) (Exp. 05/2026)