Meet the Sales Team  
IndexClose DateCloseChange
S&P 5003/29/20192834.418.96
Dynamo3/29/2019191.59-0.25
 Quick Links
 Annuities Home  Forms  Search by Form Category
States Searched: »Illinois


Service Forms has 24 forms

Current Form
Date
TitleNumber
 12/2017Withdrawal Form - SYSTEMATICET-2500
 05/2004Transfer Under UGMA or UTMAET-2505
 07/2016Required Minimum Distribution FormET-2512
 10/2013Required Minimum Distribution - Beneficiary/Stretch IRAET-2512ST
 04/2018Automatic Deposit AuthorizationET-2513
 07/2016Service Request FormET-2514
 11/2017Allocation Change FormET-2520-SIMPLE
 11/2017Account Transfer FormET-2521-SIMPLE
 06/2014Beneficiary Designation FormET-2532
 03/2019Beneficiary Designation w/Restricted Payout - Non-QualifiedET-2533NQ
 03/2019Beneficiary Designation w/Restricted Payout - QualifiedET-2533Q
 07/2017Stretch IRA Election Form - GenericET-2536
 12/2012Client Release of Contract Info AuthorizationET-2541
 12/2018Annuity Claimant Statement - GenericET-2700
 07/2016Income For Life Service Request FormET-2703
 07/2016Entity Certification and Indemnification AgreementET-ENTITY-2503
 11/2017Nursing Home Waiver Election FormET-NHWELECTION
 04/2018Annuity Partial Withdrawal FormET-PARTIAL-2501
 04/2018Power of Attorney Certification FormET-POACERT-2500
 07/2017Payment Option Election FormET-POE-1101
 04/2018Annuity Contract Surrender FormET-SURR-2501
 04/2018Terminal Illness Benefit Election FormET-TI-ELECTION
 07/2016Trust Information Form and Trustee Certification and Indemnification AgreementET-TRUST-2502
 12/2014W-9 Request Taxpayer ID & CertificationW-9

 


EquiTrust does not offer investment advice to any individual or agent and this material should not be construed as investment advice.
FOR AGENT USE ONLY. NOT FOR USE WITH THE PUBLIC.
 
 

Terms and Conditions
Using this site means you accept its terms

EquiTrust Life Insurance Company/West Des Moines, IA
© 2019 EquiTrust All rights reserved.