Get Metlife Non Erisa 403 B Withdrawal Request

Completing the Metlife Non Erisa 403 B Withdrawal Request form online can seem daunting, but with clear guidance, you can efficiently fill it out to meet your needs. This comprehensive guide will help you navigate each section of the form, ensuring that you provide all necessary information accurately.

Follow the steps to effectively complete your withdrawal request.

1. Click the ‘Get Form’ button to access the withdrawal request document and open it in the online editor.
2. Begin by filling out the 'General Information' section. Include your contract or certificate number, full name, address, social security number, and contact information. It is important to ensure this information is accurate for processing.
3. In the 'Reason for Withdrawal' section, select the applicable reason for your withdrawal. You need to provide additional details based on your selection, such as employment status or date of severance. If applicable, obtain and attach any required signatures or documents.
4. Proceed to the 'Amount and Source of Withdrawal' section. Indicate whether you are requesting a full or partial withdrawal and provide the specific amounts. If making a partial withdrawal, specify the allocation from different funding options.
5. Navigate to the 'Payment Instructions' section to choose your preferred payment method. You have options such as Electronic Funds Transfer or receiving a check. If selecting Electronic Funds Transfer, attach a voided check as instructed.
6. Fill out any relevant tax withholding information in the 'Federal Income Tax Withholding Notice' section. Be mindful of any mandatory federal and state tax implications.
7. Finally, review the 'Participant Statement & Signature' section. Here, you will declare that all provided information is accurate. Make sure to sign and date the form before submission.
8. After completing the form, save your changes, and choose to download, print, or share the form as needed.

Complete your Metlife Non Erisa 403 B Withdrawal Request online to ensure a smooth processing experience.