Metlife withdrawal form 403 b 2026

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  1. Click ‘Get Form’ to open the MetLife Withdrawal Form 403(b) in our platform.
  2. Begin by filling out the 'General Information' section. Enter your full name, Social Security Number, and contact details accurately to ensure proper processing.
  3. In the 'Reason for Hardship Withdrawal' section, check all applicable boxes that correspond to your situation. Ensure you have documentation ready to support your claims.
  4. Specify the 'Net Amount of Withdrawal' you need. Remember, this must be a specific dollar amount; avoid vague terms like 'maximum available amount'.
  5. If applicable, complete the 'Source of Withdrawal' section by indicating specific funding options and their corresponding percentages.
  6. Review the tax withholding instructions carefully in sections 5 and 6. Choose whether you want federal and state taxes withheld from your withdrawal.
  7. Fill out the 'Payment Instructions' section to indicate where you would like your check sent.
  8. Finally, sign and date the form in the 'Participant Statement & Signature' section, certifying that all information is accurate.

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You can now view and print tax statements by logging in to your online account and selecting the option to view documents. You can also send a request to requests@metlife.com to request a copy of the 1099 form.
Policy Full Surrender On the Homepage, go to the policy that you intend to cancel and click I want to dropdown. Select Request Policy Change then select Full Surrender Request Select your Residency Upload the required documents. Tick I hereby acknowledge box Click Next

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