Account support

EQUI-VEST®

Welcome to customer support. Here you will find forms, contact information, answers to common questions and more.

Phone

(800) 628-6673

Monday - Thursday 8:00 AM - 7:00 PM  E.T.
Friday 8:00 AM - 5:00 PM  E.T.

*Request complimentary translation services with customer service when foreign language support is needed. Follow the steps provided here.

Service requests or inquiries

Service requests or inquiries

Mailing address 

Equitable
EQUI-VEST® Processing Office
P.O. Box 1430
Charlotte, NC28201-1430

Express mail

Equitable
EQUI-VEST® Processing Office
8501 IBM Dr., Suite 150-GR
Charlotte, NC 28262-4333

Contributions

IRA, NQ (Non-Qualified), QP & Roth

Mailing address

Equitable
EQUI-VEST® Individual Annuity Lockbox
P.O. Box 13459
Newark, NJ 07188-0459

To ensure that payments are processed as quickly as possible, use the address listed on the Contribution Statement.

Express mail 

Equitable
EQUI-VEST® Processing Office
8501 IBM Drive, Suite 150-GR 
Charlotte, NC 28262-4333

*Phone number for Express Packages - (800) 628-6673

TSA, SEP, SARSEP, EDC, Trusteed, HR-10 and Unit Billed IRA or NQ

Mailing address

Equitable
EQUI-VEST® Unit Annuity Lockbox
P.O. Box 13463
Newark, NJ 07188-0463
(For contributions remitted by the employer or Plan Administrator)

Express mail

Equitable
EQUI-VEST® Processing Office
8501 IBM Dr., Suite 150-GR
Charlotte, NC 28262-4333

*Phone number for Express Packages - (800) 628-6673

Loan payments

TSA and corporate trusteed contracts

Mailing address

Equitable
EQUI-VEST® Loan Lockbox
P.O. Box 13496
Newark, NJ 07188-0496

To ensure that payments are processed as quickly as possible, use the address listed on the Loan Billing Statement.

Express mail

Equitable
EQUI-VEST® Processing Office
8501 IBM Dr., Suite 150-GR
Charlotte, NC 28262-4333

*Phone number for Express Packages - (800) 628-6673

Find a form

Online transactions and forms for products you own are available through MyEquitable.

Register now
Log in to my account

File a claim

Equitable is here to help you through this difficult time, You can quickly start your claim online and get personalized assistance when you need it.

File a claim

Login or enroll for online account access to perform these transactions online.

  • Change address, name or billing Form (PDF*)
  • Change allocation of future contributions (PDF*)

The following service requests cannot be completed online at this time. A written request by the contract owner must be mailed to our administrative office. By clicking on one of the choices below, you may print the request form on your computer's printer. After completing and signing the form, mail it to the address on the form.

* 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 here.

When you have completed and signed the form, please return it to the address indicated.