New Payout Annuity Application
There is a new Payout Annuity Application that will be posted and available on October 1, 2024. The new version date is “2024/09/16”. We will continue to accept the previous version dated “2022/03/08” until October 31, 2024. As of November 1, 2024, we will no longer accept the previous version.
Some of the new notable features of the application include:
If you have any questions, please contact your Director, Investment Sales.
Date posted: September 25, 2024
Some of the new notable features of the application include:
• Enhanced Rate Guarantee process: Advisors should submit the signed application to Equitable® by no later than 11:59 pm (EST) the day after the application is signed to lock in the interest rate guarantee (the rate guarantee locks in the rate on the day the signatures were completed). If the advisor misses the cut-off time, the deposit is not eligible for a rate guarantee.
• Online Banking has been added as a deposit option.
• A new Privacy Consent section has been added.
• Updated branding, with a variety of language and formatting updates.
If you have any questions, please contact your Director, Investment Sales.
Date posted: September 25, 2024