File a Claim - resource center
Our condolences on the loss of your loved one. We know this is a difficult time for you and we want to do all we can to help you through it.
Begin the claim process by notifying usWhat you can expect when filing your claim
Understand the process and what comes next
Notify Equitable to start the claim
This first step in the process is to notify Equitable, which helps us identify the main pieces of information necessary to file a legal claim; including names, addresses, social security numbers, date of death, etc.
Complete the official claim paperwork
The online notification you completed triggers our team to review the details and send you the proper claim form paperwork. We also have a claim forms library here if you need to search for a specific form.
Return your completed and signed claim forms
You will mail your completed and signed claim forms back to Equitable for final review and filing. If not specified within your claim form kit, you can find return addresses here.
Track claim status & stay in touch
In about 5 business days, your claim will be reviewed and filed, if complete. At this point you will receive an email confirmation with a claim ID #. You can use this claim ID # to set up a claimant account in our client portal that will allow you to track claim status, payments and better stay in touch with us.We're here for you, with resources to help with each step along the way.
Beneficiary resources Notify Equitable to start a claim Get in touch with a claim specialist
Need to get in touch?
Annuity Claims:
(800) 789-7771
Life Claims:
(800) 777-6510
EQUI-VEST Claims:
(800) 628-6673
Employee Benefits:
(866) 274-9887
Death After Retirement/Group Pension/Annuity Benefits:
(800) 245-1230
Have questions about changes to your financial situation? We can help.
We understand the challenges faced with the passing of a loved one. The experience and guidance of a trusted financial professional can be reassuring. If you are not currently working with a financial professional and would like to start a conversation, a representative from our affiliate, Equitable Advisors LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN) will be happy to assist you.
Request to have one of our financial professionals reach out to you by clicking the link below.
Begin request