New! Digital Beneficiary Changes – for advisors
In July, Equitable® launched a new Digital Beneficiary Change Request option for life insurance clients using Client Access.
We have just updated this process for advisors. You can now submit digital beneficiary change requests for eligible clients using Policy Inquiry. No forms needed!
It’s easy! Just log in to EquiNet®, then select Policy Inquiry from the Menu bar.
This simple process is another step in our journey towards enhancing your experience of working with us.
Which plans are eligible*?
*These eligibility rules apply to requests made online by both clients and advisors.
Our previous ‘manual’ process (using form #671BCF) continues to be available for those who prefer that option.
Learn more
Please contact your Equitable wholesaler for more details.
We have just updated this process for advisors. You can now submit digital beneficiary change requests for eligible clients using Policy Inquiry. No forms needed!
It’s easy! Just log in to EquiNet®, then select Policy Inquiry from the Menu bar.
This simple process is another step in our journey towards enhancing your experience of working with us.
Which plans are eligible*?
| Eligible | Not eligible |
| Individually or jointly owned plans with revocable beneficiary designations. | Plans with irrevocable or preferred beneficiaries. |
| Plans where all policy owners are living outside Quebec. | Plans with policy owners living in Quebec. |
*These eligibility rules apply to requests made online by both clients and advisors.
Our previous ‘manual’ process (using form #671BCF) continues to be available for those who prefer that option.
Learn more
Please contact your Equitable wholesaler for more details.
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