Get Metlife Asset Allocation Questionnaire 2015-2025

Completing the MetLife Asset Allocation Questionnaire is a vital step in determining your ideal investment strategy. This guide will walk you through each section of the questionnaire, ensuring you can fill it out confidently and accurately.

Follow the steps to complete the questionnaire effectively.

1. Click ‘Get Form’ button to access the questionnaire and open it for filling out.
2. Begin with Section 1: Contact information. Fill in your first name, middle name, last name, address, phone number, city, state, and ZIP code.
3. Proceed to Section 2: Your personal financial situation. Select your primary financial goal for this investment and answer the time horizon questions based on your current age and anticipated cash distribution timeframe.
4. Continue to Section 3: Your risk tolerance and investment experience. Answer the questions regarding your willingness to accept fluctuations in account value and your feelings towards equity investments.
5. Complete the scoring section at the end of Section 3, where you will calculate and total your risk tolerance score based on your responses.
6. Review the suggested strategy that corresponds with your total score, which will help guide your investment allocation decision.
7. Fill out Section 4: Signature. Acknowledge your responses reflect your personal choices by providing the date and your signature.
8. Finally, review all sections of the form for accuracy and completeness. You can now save changes, download, print, or share the completed questionnaire as needed.

Start completing your MetLife Asset Allocation Questionnaire online today.