Get Systematic Withdrawal Program - Universal Annuity/t-flex/t-...

This guide provides clear instructions on how to complete the Systematic Withdrawal Program form for your MetLife Growth and Guaranteed Income Annuity. By following the outlined steps, users can efficiently establish, update, or delete their withdrawal programs.

Follow the steps to successfully complete your form.

1. Click ‘Get Form’ button to obtain the form and access it for completion.
2. Fill in your contract owner information, including name, joint owner name if applicable, and contact phone numbers. Ensure to provide accurate details as this is how the company may reach you for questions.
3. Indicate your request type by checking one option: 'Establish,' 'Change,' or 'Delete' the existing systematic withdrawal program. Provide only the information that is changing if applicable.
4. In the Systematic Withdrawal Amount section, choose whether you would like Fidelity to calculate the withdrawal amount or enter an amount manually. If opting for a self-calculated option, ensure the amount is at least $50.
5. Select your withdrawal schedule. Check only one frequency option (annually, semi-annually, quarterly, or monthly) and provide the first payout date.
6. Choose a withdrawal method. Options include direct deposit to a Fidelity account, electronic funds transfer to a bank account, or checks mailed to the address on record. Ensure to provide any required account information.
7. Specify your tax withholding preferences. Indicate whether you want federal or state taxes withheld and provide any percentage or dollar amount specifications if necessary.
8. All contract owners must sign and date the form. Ensure that all required Medallion signature guarantees are provided as necessary.
9. After reviewing all the information for accuracy, send the entire form to Fidelity using the appropriate mailing address provided.

Complete your Systematic Withdrawal Program form online today to ensure your benefits are managed effectively.