Guaranteed Growth Annuity (GGA) forms
Annuity claims are paid after the Company ensures:
- You are the true beneficiary
- The contract is current and in force
- That all conditions of the contract have been met
Required documents
When filing a claim, these documents are necessary:
- Certified copy of death certificate
- GGA Claim to Annuity Benefits (Required for all beneficiaries listed on the contract)
- Any additional claim form that is required for the payment option you have selected (see additional option forms below)
Additional documents
Not all options are available to all beneficiaries. Depending on your personal situation, these additional documents may be necessary:
- GGA Settlement Option Election for Annuity Benefits Available when a beneficiary wishes to annuitize the death benefit under a payment option
- GGA Lump Sum Distribution Form Available when receiving a lump sum distribution in the form of a check or an Equitable Access account
- GGA Successor Owner/Annuitant (SOA) Option Form Available when the spouse wants to continue the existing contract in their name and take over ownership
- Beneficiary Guide: To assist with important decisions after the loss of a loved one
Return all documents to:
Regular Mail
Equitable Financial Life Insurance Company
Retirement Service Solutions
P.O. Box 1016
Charlotte, NC 28201-1016
Express Mail
Equitable Financial Life Insurance Company
Retirement Service Solutions
8501 IBM Dr. Suite 150-IR
Charlotte, NC 28262-4333
You may also request these forms be mailed to you by calling:
- Our toll-free number (800) 789-7771, Monday through Thursday, 8:30am - 7:00pm and Friday 8:30am - 5:30pm ET
- The contractholder’s Financial Professional
If you need assistance at any time, we recommend that you check with your Financial Professional or contact the customer service area applicable to your situation.
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 Reader™ software at the following link: http://www.adobe.com/prodindex/acrobat/readstep.html. Instructions for installation are also found at that location.
