Get Request For Metlife To Pay Adviser Charges - Metlife Co

This guide provides comprehensive instructions on how to complete the Request For MetLife To Pay Adviser Charges form online. It is essential for users needing to modify ongoing adviser charges or make one-time payments to their financial adviser from their MetLife policy.

Follow the steps to successfully complete your request.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. In the first section, provide your MetLife policy number and details of the policyholders or trustees. Indicate their titles, first names, and surnames accurately.
3. If applicable, specify the name of the Trust or Company related to this request. Ensure any authorised signatory list is included.
4. For the ongoing adviser charge, state the amount you want MetLife to pay to your financial adviser and select the frequency (monthly, quarterly, or annually). Choose the investments from which the payment will be taken.
5. You must tick either option A or option B concerning the source of the ongoing adviser charges. If making changes, clearly cross out the part to be amended and write the new information.
6. For the ad hoc adviser charge, indicate the specific payment amount you authorise MetLife to facilitate to your adviser from your policy.
7. Read and understand the implications of these payments on your policy as explained in section 4, then sign the confirmation section. Each policyholder or trustee needs to provide their signature and date.
8. If applicable, fill in details if signing with a Power of Attorney or as a Trustee in Bankruptcy.
9. Finally, ensure all sections are completed, any supporting documents are attached, and send the form to the specified address: MetLife, Beacon House, 27 Clarendon Road, Belfast BT1 3BG.

Complete your documents online today to facilitate your adviser charges swiftly.