Effective April 29, 2019 the Name and Ownership Change Form (Form #671NOC) will no longer be available. Instead, two new forms have been created to take its place. The reason for the change is to improve the ease of use for advisors.
The two new forms are available for download under the Forms section of the Savings and Retirement tab on EquiNet®.
- Name Change Form (Form #671NC)
- Ownership Change Form (Form #671OC)
If you have any questions about these changes, please contact our Advisor Services Team at 1.866.884.7427 Monday to Friday, 8:30 a.m. to 7:30 p.m. ET. You can also email them at firstname.lastname@example.org.