Skip to main content

Login Now Required to Access Forms for Withdrawals, Loans and EFT

As a Company, EquiTrust continually strives to enhance our processes. Part of those enhancements include additional measures to safeguard against any inappropriate outside conduct or attempted fraudulent activity. Now, to better protect EquiTrust annuity and life policy owners, access to several service forms which facilitate withdrawals, loans or EFTs now require website login.

All other forms, including AppBuilder, remain accessible without login.

On the "Forms" Quick Link of the Agents.EquiTrust.com website, all form listings and titles will appear regardless of login status. If one of the forms listed below is selected, you will need to enter your Agent Username and Password. Once entered, the form will appear and you will have login status to the full website.

Secured Forms

  • Withdrawal Form - Partial or Surrender, ET-2501
  • Automatic Deposit Authorization, ET-2513
  • Withdrawal Form - Systematic, ET-2500
  • Life Policy Withdrawal Form - Partial or Surrender, ETL-SURR-2501
  • Life Policy Loan Request Form, ETL-LOANREQ
  • EFT Authorization - Policy Payments, ETL-2513

 

scroll to top of page