Get Metlife Non-erisa 403(b) Withdrawal Request 2020-2025

This guide provides step-by-step instructions on completing the MetLife Non-Erisa 403(b) Withdrawal Request online. It is designed to help users navigate the process efficiently and accurately.

Follow the steps to complete your withdrawal request with ease.

1. Press the ‘Get Form’ button to access the MetLife Non-Erisa 403(b) Withdrawal Request form and open it for editing.
2. Fill in Section 1: General Information. Provide your annuity contract number, your full name, address, social security number, sex, marital status, preferred method of contact, daytime phone number, U.S. citizen status, employer group number, and employer name.
3. Move to Section 2: Reason for Withdrawal. Check applicable boxes to indicate your withdrawal reason. If indicating your age (59½ or older), ensure to provide your date of birth. Confirm your employment status by checking either 'Active' or 'Separated from Service' and obtain the required employer signature if needed.
4. Proceed to Section 3: Amount and Source of Withdrawal. Select whether you wish to withdraw your entire account balance or make a partial withdrawal. Specify the amount and check the distribution options as needed. If applicable, include instructions on where to withdraw the funds from.
5. In Section 6: Payment Instructions, choose your payment method. Indicate if you prefer an Electronic Funds Transfer or a check. Ensure you attach a voided check if opting for EFT.
6. Complete Sections 7, 8, and 9 for federal and state income tax withholding instructions. Specify the withholding amounts if applicable.
7. In Section 10, provide your statement and signature as the owner or alternate payee confirming the accuracy of the information provided.
8. If needed, ensure Section 11 is signed by the Plan Administrator or Authorized Representative to authorize the withdrawal request.
9. Finally, submit your completed form via mail, fax, or email as indicated in Section 13. Make sure to keep a copy for your records.

Complete your MetLife Non-Erisa 403(b) Withdrawal Request online today for a hassle-free experience.