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1. Universal Life
2. [pdf] DUCA Credit Union Lending Arrangement
3. Policy Change and Conversions eDelivery - Quick Tips and Tricks
4. [pdf] Supplementary Advisor Contracting Application
5. Frequently Asked Questions
6. [pdf] Ownership Change Form - S&R
7. 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
8. Switches and surrenders
9. [pdf] How to access in-force illustrations