We use cookies to improve security, personalize the user experience, enhance our marketing activities (including cooperating with our marketing partners) and for other business use.
Click "here" to read our Cookie Policy. By clicking "Accept" you agree to the use of cookies. Read less
Read more
Accept
Loading
Form preview
  • US Legal Forms
  • Form Library
  • More Forms
  • More Uncategorized Forms
  • Metlife Asset Allocation Questionnaire

Get Metlife Asset Allocation Questionnaire

Ollowing questions will enable you to determine your time horizon and risk tolerance levels so that you can select a suggested asset allocation strategy. Please answer all of the questions and then calculate your score as indicated and select the corresponding asset allocation strategy from the provided table. Please remember these are only suggested allocations; the final decision is up to you. NAME: First Last Street City & State ADDRESS: Zip YOUR INVESTMENT GOAL (please select those th.

How it works

  1. Open form

    Open form follow the instructions

  2. Easily sign form

    Easily sign the form with your finger

  3. Share form

    Send filled & signed form or save

Tips on how to fill out, edit and sign Metlife Asset Allocation Questionnaire online

How to fill out and sign Metlife Asset Allocation Questionnaire online?

Get your online template and fill it in using progressive features. Enjoy smart fillable fields and interactivity.Follow the simple instructions below:

The prep of legal papers can be expensive and time-consuming. However, with our preconfigured web templates, everything gets simpler. Now, creating a Metlife Asset Allocation Questionnaire requires not more than 5 minutes. Our state-specific web-based samples and clear guidelines eliminate human-prone errors.

Adhere to our easy steps to have your Metlife Asset Allocation Questionnaire ready quickly:

  1. Choose the web sample from the catalogue.
  2. Complete all required information in the necessary fillable areas. The user-friendly drag&drop graphical user interface allows you to include or relocate fields.
  3. Make sure everything is completed properly, with no typos or missing blocks.
  4. Apply your electronic signature to the page.
  5. Click Done to save the adjustments.
  6. Save the document or print your copy.
  7. Distribute instantly towards the receiver.

Take advantage of the quick search and powerful cloud editor to make a precise Metlife Asset Allocation Questionnaire. Clear away the routine and produce documents on the web!

How to edit Metlife Asset Allocation Questionnaire: customize forms online

Check out a standalone service to deal with all of your paperwork effortlessly. Find, edit, and complete your Metlife Asset Allocation Questionnaire in a single interface with the help of smart instruments.

The times when people had to print out forms or even write them by hand are long gone. Nowadays, all it takes to find and complete any form, like Metlife Asset Allocation Questionnaire, is opening just one browser tab. Here, you will find the Metlife Asset Allocation Questionnaire form and customize it any way you need, from inserting the text straight in the document to drawing it on a digital sticky note and attaching it to the record. Discover instruments that will simplify your paperwork without extra effort.

Just click the Get form button to prepare your Metlife Asset Allocation Questionnaire paperwork quickly and start editing it instantly. In the editing mode, you can easily complete the template with your details for submission. Simply click on the field you need to alter and enter the information right away. The editor's interface does not need any specific skills to use it. When finished with the edits, check the information's accuracy once again and sign the document. Click on the signature field and follow the instructions to eSign the form in a moment.

Use Additional instruments to customize your form:

  • Use Cross, Check, or Circle instruments to pinpoint the document's data.
  • Add text or fillable text fields with text customization tools.
  • Erase, Highlight, or Blackout text blocks in the document using corresponding instruments.
  • Add a date, initials, or even an image to the document if necessary.
  • Make use of the Sticky note tool to annotate the form.
  • Use the Arrow and Line, or Draw tool to add graphic components to your file.

Preparing Metlife Asset Allocation Questionnaire paperwork will never be puzzling again if you know where to find the suitable template and prepare it easily. Do not hesitate to try it yourself.

Get form

Experience a faster way to fill out and sign forms on the web. Access the most extensive library of templates available.
Get form

Related content

MetLife Index Selector - Douglas, MA
Your registered representative can assist you in completing an Asset Allocation...
Learn more
MetLife Inc. - Rutgers Business School
Apr 25, 2009 — a massive hit to the company's investment portfolio, MetLife remains in a...
Learn more
Instructor Solution Manual For Accountin...
Builds investor confidence and portrays a positive image. ... Accounting Information...
Learn more

Related links form

Important Diagrams For ICSE Class 10 9xmovie Jupetar Ascendig Dual Aodio Hikma Exam Result 2019 Print Court Information Exactly As It Appears On Petition

Questions & Answers

Get answers to your most pressing questions about US Legal Forms API.

Contact support

The 120-age investment rule states that a healthy investing approach means subtracting your age from 120 and using the result as the percentage of your investment dollars in stocks and other equity investments.

Figure out your personal tolerance for risk. There are different rules of thumb you can follow when deciding how to divvy up your assets, and a popular one is the rule of 110. It states that to figure out how much of your portfolio should be in stocks, subtract your age from 110.

The '100 minus age' rule, is a classic guideline on how to allocate money across equity and fixed income. Investors must simply subtract their age from 100 to arrive at an approximate equity allocation, with fixed income accounting for the rest.

A unit investment trust which seeks the potential for above-average total return by investing approximately 75% of its assets in common stocks which are selected by applying a disciplined investment strategy and 25% of its assets in exchange-traded funds which invest in fixed-income securities.

The moderately conservative allocation is 25% large-cap stocks, 5% small-cap stocks, 10% international stocks, 50% bonds and 10% cash investments. The moderate allocation is 35% large-cap stocks, 10% small-cap stocks, 15% international stocks, 35% bonds and 5% cash investments.

Use Balanced Funds for a Middle-of-the-Road Approach A balanced fund allocates your 401(k) contributions across both stocks and bonds, usually in a proportion of about 60% stocks and 40% bonds. The fund is said to be "balanced" because the more conservative bonds minimize the risk of the stocks.

The common rule of asset allocation by age is that you should hold a percentage of stocks that is equal to 100 minus your age. So if you're 40, you should hold 60% of your portfolio in stocks. Since life expectancy is growing, changing that rule to 110 minus your age or 120 minus your age may be more appropriate.

With this strategy investors need to allocate at least 12 months worth of their monthly expenses in a liquid fund which can thus be easily liquidated in times of emergencies, allocate 20% of the overall portfolio to Gold to provide downside protection during uncertain times, and dedicate 80% of the total investable ...

Get This Form Now!

Use professional pre-built templates to fill in and sign documents online faster. Get access to thousands of forms.
Get form
If you believe that this page should be taken down, please follow our DMCA take down processhere.

Industry-leading security and compliance

US Legal Forms protects your data by complying with industry-specific security standards.
  • In businnes since 1997
    25+ years providing professional legal documents.
  • Accredited business
    Guarantees that a business meets BBB accreditation standards in the US and Canada.
  • Secured by Braintree
    Validated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.
Get Metlife Asset Allocation Questionnaire
Get form
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Content Takedown Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Content Takedown Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232