Metlife rmd form 2026

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  1. Click ‘Get Form’ to open the MetLife RMD Form in our platform's editor.
  2. 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.
  3. 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.
  4. 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.
  5. Complete the 'Alternate Payment Instructions' by providing your Account Number and selecting a payment method. If using Electronic Funds Transfer, include necessary banking details.
  6. Finally, sign and date the form in the 'Signature' section to certify all information is correct before submitting.

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