Metlife annuity withdrawal form 2026

1. Click ‘Get Form’ to open the MetLife Annuity Withdrawal Form in our editor.
2. Begin by filling out Section 1, which requires your annuity contract number and personal information for both the annuitant and owner. Ensure all names are spelled correctly and include the Social Security number.
3. In Section 2, select the type of withdrawal you wish to make—either a full or partial withdrawal. Be mindful of any potential penalties for excess withdrawals.
4. Proceed to Section 3 to indicate the source of your withdrawal. Use whole percentages to allocate funds from different portfolios if necessary.
5. Complete Sections 4 and 5 for any special instructions or alternate payment methods, ensuring you provide accurate bank details if opting for electronic funds transfer.
6. In Section 6, review the federal income tax status and withholding options. Make sure to check one of the boxes regarding tax withholding preferences.
7. Finally, sign and date the form in Section 7. If there are joint owners, ensure they also sign where required.

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