Edit, Download, and Sign the MetLife Policyholder Trust Withdrawal Election Form

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How do I fill this out?

To fill out the Withdrawal Election Form, gather the necessary information, including your Current Holder Account Number. Ensure you use black or blue ink, and sign the form where required. Once completed, return the form to the address provided.

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How to fill out the MetLife Policyholder Trust Withdrawal Election Form?

  1. 1

    Gather necessary information including your account number.

  2. 2

    Fill out the form using black or blue ink.

  3. 3

    Sign the form as it appears on your account.

  4. 4

    Detach the form along the dotted line.

  5. 5

    Mail the completed form to the designated address.

Who needs the MetLife Policyholder Trust Withdrawal Election Form?

  1. 1

    Current MetLife policyholders who want to withdraw their shares.

  2. 2

    Beneficiaries of the MetLife Policyholder Trust needing access to funds.

  3. 3

    Individuals interested in transferring their stock to a brokerage account.

  4. 4

    Anyone needing to change their Trust Interests due to personal circumstances.

  5. 5

    Shareholders looking to liquidate their assets through the Trust.

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What are the instructions for submitting this form?

To submit the Withdrawal Election Form, complete all required fields accurately. Once the form is filled out, detach along the dotted line and mail it to: Computershare, PO Box 30170, College Station, TX 77842-3170. For any inquiries, you can contact Computershare's customer service at 800 649 3593.

What are the important dates for this form in 2024 and 2025?

Important dates regarding the MetLife Policyholder Trust and withdrawal procedures can vary by account type. It is essential to review your account details to identify any specific deadlines. However, generally, users should look out for fiscal year-end notifications affecting stock distributions.

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What is the purpose of this form?

The purpose of the MetLife Policyholder Trust Withdrawal Election Form is to facilitate the withdrawal of Trust Interests held by current account holders. This form allows individuals to convert their interests into shares of MetLife, Inc. common stock. By submitting this form, account holders can ensure their rights as Trust Beneficiaries are managed correctly.

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Tell me about this form and its components and fields line-by-line.

The Withdrawal Election Form consists of multiple fields that capture essential information from the current account holder.
fields
  • 1. Name: The full name of the current account holder.
  • 2. Current Holder Account Number: The unique identifier for the account associated with the Trust.
  • 3. Signature 1: The first required signature of the account holder.
  • 4. Signature 2: The second signature field for additional joint account holders.
  • 5. Date: The date of signing.

What happens if I fail to submit this form?

Failing to submit this form on time may lead to the inability to withdraw your shares as intended. It can also cause delays in receiving your stock or cash equivalents. Ensure timely submission to avoid complications.

  • Delayed Access to Shares: Without timely submission, you may not access your shares when needed.
  • Loss of Rights: Not submitting the form could result in loss of rights as a Trust Beneficiary.
  • Financial Implications: Delays in submission may lead to financial repercussions or missed opportunities.

How do I know when to use this form?

You should use this form when you intend to withdraw your Trust Interests from the MetLife Policyholder Trust. It's specifically designed for account holders who are ready to convert their interests into common stock. Make sure to review your account status before proceeding.
fields
  • 1. Withdrawal of Shares: Use this form to initiate the withdrawal process for your shares.
  • 2. Change in Beneficiary Status: Submit when there's a change in the account holder's beneficiary status.
  • 3. Liquidating Assets: When looking to liquidate assets held within the Trust, this form is necessary.

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What is the purpose of the Withdrawal Election Form?

The form is used for withdrawing Trust Interests from the MetLife Policyholder Trust.

When should I use this form?

You should use this form when you wish to withdraw your shares from the MetLife Policyholder Trust.

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