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.
The content of this website does not constitute an offer of investments, insurance, or financial advice and makes no direct or indirect recommendation with respect to the appropriateness of any particular product, investment, investment-related option, or financial service. Unless otherwise noted, references to “Equitable” within discussions of proprietary insurance and annuity products apply specifically and exclusively to issuers Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY) and/or Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with an administrative office located in Charlotte, NC. Overall, Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial, Equitable America, and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). Equitable Financial, Equitable America, Equitable Distributors, and Equitable Advisors are affiliated companies and do not provide tax or legal advice or services. The obligations of Equitable Financial Life Insurance Company and Equitable Financial Life Insurance Company of America are backed solely by their own claims-paying abilities. Equal Opportunity Employers (Equitable Financial Advisors in MI & TN). M/F/D/V.