Get Metlife Non-erisa 403(b) Withdrawal Request 2018

This guide provides clear, step-by-step instructions for completing the MetLife Non-Erisa 403(b) Withdrawal Request form online. Understanding the components of the form will help ensure a smooth and efficient withdrawal process.

Follow the steps to successfully complete your withdrawal request.

1. Press the ‘Get Form’ button to access the MetLife Non-Erisa 403(b) Withdrawal Request form online.
2. In Section 1, enter your general information, including your annuity contract number, personal details (first name, middle name, last name, address, and social security number), sex, marital status, and preferred method of contact. Ensure all information is accurate to avoid processing delays.
3. In Section 2, check all applicable boxes indicating the reason for your withdrawal. If selecting reasons related to age, severance, or retirement, ensure your employer signs where required, or provide acceptable verification documents.
4. In Section 3, specify the amount and source of the withdrawal. Indicate whether you wish to withdraw your entire account balance or a partial amount. If opting for a partial withdrawal, ensure to check the appropriate boxes and provide the necessary details.
5. Proceed to Section 4 if applicable, and indicate any required minimum distribution instructions for rollovers or transfers.
6. In Section 5, address any outstanding loan balances by selecting the appropriate checkboxes based on how you wish to handle them.
7. Fill in Section 6 with your payment instructions, choosing between electronic funds transfer or check. Complete the necessary banking details if opting for EFT.
8. For tax purposes, complete Sections 7, 8, and 9 according to your specific needs regarding federal and state income tax withholding. Ensure you understand the implications of withholding selections.
9. Sign and date the form in Section 10, certifying that all provided information is true and complete. If an authorized representative is signing, ensure they have the necessary documentation.
10. If required, obtain a signature from your plan administrator in Section 11, confirming that the withdrawal complies with the plan's terms.
11. Review all entered information for accuracy and completeness. Once confirmed, you can save your changes or proceed to download, print, or share the completed form.

Complete your MetLife Non-Erisa 403(b) Withdrawal Request online today to manage your retirement funds more effectively.