How to use or fill out MetLife Withdrawal Form 403(b) with DocHub
- Click ‘Get Form’ to open the MetLife Withdrawal Form 403(b) in our platform.
- Begin by filling out the 'General Information' section. Enter your full name, Social Security Number, and contact details accurately to ensure proper processing.
- 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.
- Specify the 'Net Amount of Withdrawal' you need. Remember, this must be a specific dollar amount; avoid vague terms like 'maximum available amount'.
- If applicable, complete the 'Source of Withdrawal' section by indicating specific funding options and their corresponding percentages.
- Review the tax withholding instructions carefully in sections 5 and 6. Choose whether you want federal and state taxes withheld from your withdrawal.
- Fill out the 'Payment Instructions' section to indicate where you would like your check sent.
- Finally, sign and date the form in the 'Participant Statement & Signature' section, certifying that all information is accurate.
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How to withdraw MetLife?
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.
Can I make a withdrawal from my 403b?
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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