Self-Service

Use this form to make a partial withdrawal or full surrender of your annuity account (if eligible).

Use this form to request a Required Minimum Distribution (RMD) from a MetLife annuity.

Use this form to establish or modify banking information on file. 

Use this form to correct, change or designate your beneficiaries.

For tips on how to complete this form click here.

Use this form to correct or update an Owner's name, address, or phone number. This form is not to be used for changes in ownership, which require a policy service request form.

Use this form to update your address or phone number.

Use this form to change broker of record.

Use this form to authorize an individual's access for 1 year to an owner’s account. 

Use this form to set up a POA

Use this form to document a Guardian/Conservator that has been appointed by a court of law for the estate of the Ward, and the appointment has not been revoked. Must be on file with a received date within the last year to honor appointment and subsequent requests.

Use this form with the appropriate contract records change form when ownership of an existing contract is being transferred to a Trust or Entity. Also used to change Trustee information. Used with Non-Qualified contracts only.

This form is a required form, to be left with the client at the point of sale. Mailed on an annual basis after an annuity has been sold.

Use this form to file a death claim for a variable or fixed deferred annuity contract, Non-Qualified, Traditional, SEP, Simple or Roth IRA annuity account. The form contains a description of the claim process.

This form is for a participant or alternate payee to request a distribution from a 403(b) Non-ERISA annuity other than for a hardship or as a systematic withdrawal.

Use this form for a change of Beneficiary and Spousal Consent for ERISA or Non-ERISA 403(b).

This form is for use by an Administrator to change Group Participant information (i.e., name changes, deletions, corrects, etc.).