Equitable, An AXA Financial Company
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New Jersey

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Access Your Account

Rollover and Transfer
Forms

Forms

AXA Equitable Service Forms
red bullet Request for Service Form
  • Change name
  • Change mailing address
  • Change allocation of future contributions
    (this change does not affect the allocation of current funds)
  • Transfer funds from one or more investment options to other investment options

You can also update your personal profile or select a password at AXAonline.

red bullet Change of Beneficiary
Change your current beneficiary designation.
red bullet Telephone Operated Program Support (TOPS) Enrollment Form
Select a Personal Identification Number (PIN) so that you can authorize transfers, dollar cost averaging transactions and allocation changes using our voice response unit - TOPS.
red bullet Asset Rebalancing Acceptance Form
Change your entire investment mix (redistribute) among the investment options on a quarterly, semi-annual or annual basis.
red bullet Dollar Cost Averaging Form
Transfer a fixed dollar amount or interest only from the Guaranteed Interest Option to the variable investment option on a monthly basis.
red bullet Required Minimum Distribution (RMD) Automatic Withdrawal Option
Elect our Automatic Withdrawal Option, under which we will automatically calculate and pay your lifetime "Required Minimum Distribution (RMD)" for the year you attain age
70 ½ and annually thereafter.
 
State of New Jersey Forms
red bullet ABP Salary Reduction Agreement
red bullet ACTS Program Salary Reduction Agreement