Get Full Policy Surrender Request - Metlife's Eforms!

Filling out the Full Policy Surrender Request form online is a critical step for users wishing to surrender their life insurance policies with MetLife. This comprehensive guide provides clear, step-by-step instructions to ensure a smooth and efficient completion of the form.

Follow the steps to successfully complete the surrender request.

1. Click the ‘Get Form’ button to access the Full Policy Surrender Request document and open it in your preferred online editor.
2. In Section I, provide information about the owner of the policy. Indicate whether the owner is an individual or a trust/business entity by selecting the appropriate option. If the owner is an individual or co-owner, fill in the first, middle, and last names, along with the phone number and email address.
3. If the owner is a trust or business entity, enter the name of the trust or business, the tax ID number, and the contact person’s details including their name, phone number, and email address.
4. Next, provide the address where the policy proceeds should be sent. Fill in the street address, city, state, and zip code. Indicate if this address should be used for all future correspondence by selecting 'Yes' or 'No'.
5. In Section II, enter the first, middle, and last names of the person insured under the policy.
6. Move to Section III and affirm your request for a full surrender and termination of the policy. Choose your preferred method of payment from the options listed, such as by check or by opening a new account.
7. In Section IV, indicate whether you wish to have income tax withheld from your payment, and ensure to provide your social security number or taxpayer ID number for processing.
8. All owners must sign the form where indicated. Provide titles if you are signing on behalf of a trust, corporation, or partnership. Make sure to print names clearly and include the date and location of signing.
9. Finally, save your changes, and choose to download, print, or share the completed form as needed. Ensure that all necessary documentation is included when submitting.

Complete your Full Policy Surrender Request online today and ensure a seamless submission process.