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For Customers, Financial Professionals and Employees

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EQUI-PATH 403(b) Mutual Fund

Notifying organizations

The death of a loved one may require you to notify various organizations.  To simplify the process we have created sample letters that can be personalized to notify organizations about the death, and to initiate the claims process. Be sure to:

  • Include your full name, address and phone number
  • Keep a copy of every letter
  • Include deceased’s full name, full date of birth and death

Notification Letter Templates

These letter templates are being provided for informational purposes only and is not intended as legal or tax advice.  Accordingly, any tax information provided in this material is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transaction(s) or matter(s) addressed and you should seek advice based on your particular circumstances from an independent tax advisor.

AXA Equitable Life Insurance Company, MONY Life Insurance Company of America, MONY Life Insurance Company and U.S. Financial Life Insurance Company do not provide tax or legal advice. You should seek the guidance of your tax and legal advisors regarding your own situation. 

GE 45376 (12/2011)