Temporary change for certain Savings & Retirement withdrawal requests
We’re making improvements to Equitable’s EZtransact® automation system. Unfortunately, withdrawal requests under the Home Buyer’s Plan or Lifelong Learning Plan are currently being processed incorrectly as taxable withdrawals, with taxes withheld in error. We are working hard to fix this issue.
What to do:
Please submit these specific withdrawal requests using paper forms for manual processing until further notice.
We appreciate your understanding and support as we enhance the system. If you have any questions, feel free to reach out to your Director, Investment Sales.
Date posted: June 26, 2025
What to do:
Please submit these specific withdrawal requests using paper forms for manual processing until further notice.
We appreciate your understanding and support as we enhance the system. If you have any questions, feel free to reach out to your Director, Investment Sales.
Date posted: June 26, 2025