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What requirements are needed to do a spousal benefit rollover to an existing EQUI-VEST sm contract?

April 26, 2017benefit contract equi-vest existing needed requirements rollover SM spousal

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What requirements are needed to do a spousal benefit rollover to an existing EQUI-VEST sm contract?

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The Spouse should select the Spousal Benefit Rollover option on the Claim to Annuity Benefits form, reference the existing contract number, and submit the form with a copy of the death certificate.