Welcome to customer support. Here you will find forms, contact information, answers to common questions and more.
Phone
(800) 628-6673
Monday - Thursday 8:00 AM - 7:00 PM E.T.
Friday 8:00 AM - 4:00 PM E.T.
*Request complimentary translation services with customer service when foreign language support is needed. Follow the steps provided here.
Service requests or inquiries
Mailing address
EQUI-VEST® Processing Office
P.O. Box 4956
Syracuse, New York 13221
Express mail
EQUI-VEST® Processing Office
100 Madison St., Suite 1000
Syracuse, New York 13202
Contributions
IRA, NQ (Non-Qualified), QP & Roth
Mailing address
EQUI-VEST® Individual Annuity Lockbox
P.O. Box 13459
Newark, NJ 07188-0459
To ensure that payments are processed as quickly as possible, use the address listed on the Contribution Statement.
Express mail
JPMorganChase
EQUI-VEST® Lockbox 13459
4 Chase Metrotech Center (7th Floor)
Brooklyn, NY 11245-0001
Attn: Extraction Supervisor
*Phone number for Express Packages - (718) 242-2992
TSA, SEP, SARSEP, EDC, Trusteed, HR-10 and Unit Billed IRA or NQ
Mailing address
EQUI-VEST® Unit Annuity Lockbox
P.O. Box 13463
Newark, NJ 07188-0463
(For contributions remitted by the employer or Plan Administrator)
Express mail
Express/Overnight:
Equitable
EQUI‐VEST® Processing Office
8501 IBM Dr., Suite 150‐GR
Charlotte, NC 28262‐4333
*Phone number for Express Packages - (718) 242-2992
Loan payments
TSA and corporate trusteed contracts
EQUI-VEST®Loan Lockbox
P.O. Box 13496
Newark, NJ 07188-0496
To ensure that payments are processed as quickly as possible, use the address listed on the Loan Billing Statement.
Find a form
Online transactions and forms for products you own are available through MyEquitable.
File a claim
Equitable is here to help you through this difficult time, You can quickly start your claim online and get personalized assistance when you need it.
Login or enroll for online account access toperform these transactions online.
- Change address, name orbillingForm(PDF*)
- Change allocation of future contributions (PDF*)
The following service requests cannot be completed online at this time. A written request by the contract owner must be mailed to our administrative office. By clicking on one of the choices below, you may print the request form on your computer's printer. After completing and signing the form, mail it to the address on the form.
- Asset rebalancing (PDF*)
- Automatic Investment Program (PDF*)
- Beneficiary change (PDF*)
- Dollar Cost Averaging (Investment Simplifier Program)
for EQUI-VEST contracts only (PDF*) - Dollar Cost Averaging (Investment Simplifier Program)for EQUI-VEST Express contracts only (PDF*)
- Minimum distribution (PDF*)
- Procedures for SIMPLE IRA Withdrawal/Rollovers (PDF*)
- Notice Regarding Your SIMPLE IRA Account (PDF*)
- Notice to Employers who Sponsor a SIMPLE IRA Plan
* These forms are Portable Document Format (PDF) files. If your browser is not yet capable of reading PDF files, you can download the free Adobe® Acrobat Readertmhere.
When you have completed and signed the form, please return it to the address indicated.
Effective immediately, please use www.equitable.com
to access our website.
Please replace any bookmarks with www.equitable.com.
If you have an account with us, your user ID and password will not change.
Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY), Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with main administrative headquarters in Jersey City, NJ, and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC). GE-2891061(01/20)
