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How to use or fill out MetLife RMD Form with DocHub
- Click ‘Get Form’ to open the MetLife RMD Form in our platform's editor.
- Begin by filling out the 'Contract Information' section. Enter your Contract Number, Name of Annuitant, and Name of Contract Owner if different. Include your Daytime Telephone Number, Previous year-end Policy/Contract Value, Social Security Number or Tax ID Number, and both your and your spouse’s Date of Birth.
- Move to the 'Required Minimum Distribution (RMD) Payment Options'. Choose between Automated RMD Options or One-time RMD Options. If selecting Automated options, specify the payment frequency and date.
- In the 'Income Tax Withholding Election' section, select whether you want Federal and State taxes withheld from your RMDs. Fill in the percentages if applicable.
- Complete the 'Alternate Payment Instructions' by providing your Account Number and selecting a payment method. If using Electronic Funds Transfer, include necessary banking details.
- Finally, sign and date the form in the 'Signature' section to certify all information is correct before submitting.
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