Individuals

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Financial professionals and brokers

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Employers

Learn how our workplace solutions and strategies can help your employees and your business

Employee Benefits

Employee Benefits insurance forms

For your convenience, claim and administrative forms can be found below. Please follow instructions included in the forms to submit your claim.

Forms by product

Life
Disability/Paid Family & Medical Leave
Dental
Vision
Accident
Critical Illness/Specified Disease
Hospital indemnity

Administrative forms

Benefits Continuation
Notice of Conversion
Portability Form for Employers Headquartered in New York and Puerto Rico - Life and Supplemental Life Insurance
Portability Form for Employers Headquartered in All Other States - Life and Supplemental Life Insurance
Portability Form for Employers Headquartered in New York and Puerto Rico - Accident, Critical Illness/Specified Disease and Hospital Indemnity
Portability Form for Employers Headquartered in All Other States - Accident, Critical Illness/Specified Disease and Hospital Indemnity
Assignment of Life Insurance

Still have questions?

We are here to help. If you have any questions about claims processing or need assistance with filling out a form, please give us a call.

Employee Benefits Customer Service

Monday-Friday 8 a.m.-8 p.m. ET

Email Customer Service

Equitable Advisors Sales Desk:

Email Sales Desk

GE-8653975.1 (12/2025) (Exp. 12/2029)

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GE-6604924.1 (Exp. 05/2027)