The Change of Ownership form is required for transferring ownership of Single Premium Deferred Annuities and Annuity Benefits under AXA Equitable Life Insurance Company protocols. This form requires the original owner's full name, contract number, and annuitant information. New owners, whether individuals or legal entities such as corporations, partnerships, or trusts, must provide their legal residence, mailing address, occupation, and taxpayer identification numbers to meet federal law requirements.
The form includes certifications confirming the accuracy of all submitted information, consistent with USA PATRIOT Act and Anti-Money Laundering policy requirements. Non-U.S. citizens, legal entities, and cases involving minor owners or corporate structures require additional documentation. Completing all sections accurately ensures your ownership change is processed without delays or rejections.
| Question | Answer |
|---|---|
| Form Name | Change Of Ownership Form |
| Form Length | 5 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 1 min 15 sec |
| Other names | change of ownership form, axa ownership change form, axa life insurance change of owner form, axa insurance change of ownership |