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{"sheet":"INSTRUCTIONS","index":0,"n_rows":5,"n_cols":3,"rows_kept":5,"cut":false,"hidden":false,"merged":[[1,1,1,2]]}
[]
[null,"How to complete this form:"]
[null,1,"You must complete all fields on the Order Details tab before submitting this to marketing for fulfillment. "]
[null,2,"When you send the form to the mailbox (MLR_Enrollment@metlife.com), you must also include the IOAG and Enrollment Forms if you want them used."]
[null,3,"If a pdf is needed, it will not include the IOAG or the Enrollment Forms."]

{"sheet":"ORDER DETAILS","index":1,"n_rows":16,"n_cols":2,"rows_kept":16,"cut":false,"hidden":false,"merged":[[1,1,1,2],[8,1,8,2]]}
[]
[null,"Request Details"]
[null,"Requestor's Name:"]
[null,"Submission Date:"]
[null,"Phone:"]
[null,"Email:"]
[null,"Do enrollment forms need to be included?:"]
[null,"Does the Investment Options At A Glance (IOAG) need to be included?:"]
[null,"Shipment Information"]
[null,"Name:"]
[null,"Company:"]
[null,"Address:"]
[null,"City:"]
[null,"State:"]
[null,"Zip:"]
[null,"Quantity needed:"]

{"sheet":"Text","index":2,"n_rows":45,"n_cols":2,"rows_kept":45,"cut":false,"hidden":true,"merged":[]}
[null,"PLAN ELIGIBILITY"]
["2.2.1","You are eligible to participate in your plan effective immediately."]
["2.2.2","You are eligible to participate in your plan if you are at least [Age] years of age."]
["2.2.3","You are eligible to participate in your plan if you have completed at least [Length of Service} of service."]
["2.2.4","You are eligible to participate in your plan if you are at least [Age] years of age and have completed at least  [Length of Service} of service."]
[null,"If catchup is allowed, 1 or 2 selections from this area are required.  (NOTE:  There is no special header.)"]
["2.3.5","A special catch-up contribution may be available to you in the three years immediately preceding normal retirement age under your employer's plan. Elective contributions generally may not exceed 100 percent of your compensation. If you have questions about these limits, please contact your employer. Age 50 or over catch-up contributions are not available under nongovernmental 457(b) plans."]
["2.3.6","If you are age 50 or over, the general limit contribution amount may be increased by an additional \"catch-up\" contribution of $6,000. After 2019, the general limit and the catch-up contribution may increase each year in accordance with a cost of living adjustment. Elective contributions generally may not exceed 100 percent of your compensation and there is an overall limit on aggregate contributions (including employer and employee contributions) that can be made to your employer’s plan. If you have questions about these limits, please contact your employer."]
["2.3.7","A special catch-up contribution may also be available to you in the three years immediately preceding normal retirement age under the plan. This catch-up contribution and the age 50 or over catch-up contribution may not both be used for the same year. Elective contributions generally may not exceed 100 percent of your compensation. If you have questions about these limits, please contact your employer."]
["2.3.8","Additional catch-up contributions under a 403(b) plan may be available for employees who have completed at least 15 years of service with certain eligible employers (e.g., schools, healthcare). The additional 403(b) life-time catch-up limit is $15,000, the catch-up amount that can be contributed in any one year may not exceed $3,000, and the catch-up amount for any year further depends on the years of service and the amount of contributions in prior years.  Elective contributions generally may not exceed 100 percent of your compensation and there is an overall limit on aggregate contributions (including employer and employee contributions) that can be made to your employer’s plan. If you have questions about these limits, please contact your employer."]
[null,"EMPLOYER MATCH"]
["2.5.1","Your employer will match [Match PCT 1] of each dollar you contribute to your plan."]
["2.5.2","Your employer will match [Match PCT 1] of the first [Match Break 1] of pay that you contribute and [Match PCT 2] of any additional deferral"]
["2.5.3","Your employer will match [Match PCT 1] of each dollar you contribute on the first [Match Break 1] of pay that you defer to your plan."]
["2.5.4","Your employer will match [Match PCT 1] of the first [Match Break 1] of pay that you contribute and [Match PCT 2] of the next [Match Break 2] of pay that you contribute to your plan"]
["2.5.5","Your employer will match [Match PCT 1] of pay that you contribute to your plan up to [Max Dollars] annually."]
[null,"DISCRETIONARY MATCHES"]
["2.5.7","Your employer may make matching contributions on a discretionary basis in an amount up to [Discretionary Match Percentage] of your contributions to your employer-sponsored retirement plan."]
["2.5.8","Additional contributions may be made by your company regardless of the contributions you make. These contributions, if made, are at the employer's discretion and can vary from year to year."]
["2.5.9","Your employer will also make a nonelective contribution of [Non-Elective Contribution Percentage] of your annual compensation."]
[null,"MATCH ELIGIBILITY"]
["2.6.1","You are immediately eligible for your employer's contribution."]
["2.6.2","You must be at least [Eligible Age] years of age to be eligible for your employer's contribution."]
["2.6.3","You must have completed at least [Served Time] of service to be eligible for your employer's contribution."]
["2.6.4","You must be at least [Eligible Age] years of age and have completed at least [Served Time] of service to be eligible to receive your employer's contribution."]
["2.6.6","You must have completed at least [Served Time] of service during the plan year to receive your employer's contribution."]
["2.6.5","You must be employed on the last day of the year to receive your employer’s contribution."]
[null,"LOANS"]
["3.3.1","Loans are not permitted."]
["3.3.2","Loans are permitted. The amount you may borrow is limited by rules under the Internal Revenue Code, your employer's plan, and must be repaid within five years unless used for the purchase of a primary residence. All loans will be based on your account balance. Please note, these loan limits apply on a combined basis to the highest loan balance in the past year under all retirement accounts with the same employer. If you have any questions, please contact your employer."]
["3.3.3","Loans are permitted on your contributions only. The amount you may borrow is limited by rules under the Internal Revenue Code, your employer's plan, and must be repaid within five years unless used for the purchase of a primary residence. Please note, these loan limits apply on a combined basis to the highest loan balance in the past year under all retirement plan accounts with the same employer. If you have any questions, please contact your employer"]
[null,"ADMIN FEES"]
["3.5.1","For the services it provides, MetLife* retains the Fund compensation that it receives with respect to the plan assets. If your employer directs MetLife to pay fees that are charged by other third parties for services they provide to the plan, MetLife retains the Fund compensation, net of any such fees, as its compensation for MetLife services."]
["3.5.2","An annual plan administrative fee of [Admin Points] basis points (or [Admin Percentage]%) on Fund assets in your plan account will be charged to your Mutual Funds Select Portfolios account in quarterly installments.  In addition, for the services it provides, MetLife* retains the Fund compensation that it receives with respect to the plan assets. If your employer directs MetLife to pay fees that are charged by other third parties for the services they provide to the plan, the annual plan administrative fee may be increased and/or the Fund compensation retained by MetLife may be net of such payments."]
["3.5.3","An annual plan administrative fee of [Admin Dollars] will be charged to your Mutual Fund Select Portfolios account in quarterly installments.  In addition, for the services it provides, MetLife* retains the Fund compensation that it receives with respect to the plan assets. If your employer directs MetLife to pay fees that are charged by other third parties for the services they provide to the plan, the annual plan administrative fee may be increased and/or the Fund compensation retained by MetLife may be net of such payments."]
["3.5.4","An annual plan administrative fee of [Admin Points] basis points (or, [Admin Percentage]%) on Fund assets in your plan account will be charged to your Mutual Fund Select Portfolios (MFSP) account in quarterly installments. This fee may be offset by Fund compensation MetLife* receives quarterly with respect to plan assets. If this is the case, your MFSP account will be charged the administrative fee and credited with the Fund compensation received by MetLife."]
["3.5.5","An annual plan administrative fee of [Admin Dollars] will be charged to your Mutual Fund Select Portfolios (MFSP) account in quarterly installments. This fee may be offset by Fund compensation MetLife* receives quarterly with respect to plan assets. If this is the case, your MFSP account will be charged the administrative fee and credited with the Fund compensation received by MetLife."]
["3.5.6","An annual plan administrative fee of [Admin Points] basis points (or [Admin Percentage]%) on Fund assets in your plan account is charged to your Mutual Fund Select Portfolios (MFSP) account in quarterly installments.  This fee may be offset in whole or in part by Fund compensation MetLife* receives quarterly with respect to plan assets. If this is the case, your MFSP account will be charged the administrative fee only to the extent that it exceeds the Fund compensation that is allocated to your account. MetLife retains the balance of Fund compensation it receives."]
["3.5.7","An annual plan administrative fee [Admin Dollars] is charged to your Mutual Fund Select Portfolios (MFSP) account in quarterly installments.  This fee may be offset in whole or in part by Fund compensation MetLife* receives quarterly with respect to plan assets. If this is the case, your MFSP account will be charged the administrative fee only to the extent that it exceeds the Fund compensation that is allocated to your account.  MetLife retains the balance of Fund compensation it receives."]
["3.5.8","An annual plan administrative fee of [Admin Points] basis points (or [Admin Percentage]%) on Fund assets in your plan account is charged to your Plan and paid in quarterly installments. This fee will be offset by Fund compensation that MetLife* receives and credits back to the plan quarterly with respect to plan assets. If the quarterly administrative fee exceeds the quarterly Fund compensation and the shortfall is not paid by the plan, an allocation of the shortfall will be charged to your Mutual Fund Select Portfolios account."]
["3.5.9","An annual plan administrative fee of [Admin Dollars] is charged to your Mutual Fund Select Portfolios (MFSP) account in quarterly installments. This fee will be offset by Fund compensation that MetLife* receives and credits back to the plan quarterly with respect to plan assets. If the quarterly administrative fee exceeds the quarterly Fund compensation and the shortfall is not paid by the plan, an allocation of the shortfall will be charged to your MFSP account."]
[]
["P2\n2.7.3","You will be 100% vested immediately in the value of your company’s contributions if you become disabled (within the meaning of the Internal Revenue Code (IRC)), reach normal retirement age under the plan, or upon death."]
[]
[null,"IMPORTANT:  You must answer Yes to one of the four Additional/Discretionary matches in the next section, or this form will be rejected."]

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["Plan Type","ERISA","Governmental","Roth","Catchup","Rollovers","Employer Cont","Employee Cont","Loans","Logo","15Year","Fees","MatchType","MatchEligibility","Vesting","Custom Vesting","YesNo"]
["401(a)","ERISA","Governmental","Roth","Catchup allowed","Rollovers allowed","Employer Contributes","Employee Contributes","Not permitted","Yes","15 Catchup allowed","No separate fee","Simple match","Immediate","100% vested","Vesting Schedule","Yes"]
["401(k)","Non-ERISA","Non-Governmental","Non-Roth","No Catchup","No Rollovers","No employer contributions","No employee contributions","On Account Balances","No","No 15 Year Catchup","Basis Point","Split match, no cap","Minimum Age","Vesting Schedule","Custom Vesting","No"]
["403(b)",null,null,null,null,null,null,null,"On Contributions",null,null,"Dollar Amount","Max match","Eligible after minimum service","Custom","NO custom vesting"]
["457(b)",null,null,null,null,null,null,null,null,null,null,"Basis Point Offset","Split match, with cap","Age and service"]
[null,null,null,null,null,null,null,null,null,null,null,"Dollar Amount Offset","Match up to max dollars","Will receive after minimum service"]
[null,null,null,null,null,null,null,null,null,null,null,"Basis Point Credited","Custom match","Custom"]
[null,null,null,null,null,null,null,null,null,null,null,"Dollar Amount Credited","Additional/Discretionary match only"]
[null,null,null,null,null,null,null,null,null,null,null,"Basis Point with UPA"]
[null,null,null,null,null,null,null,null,null,null,null,"Dollar Amount with UPA",null,"PlanEligibility",1]
[null,null,null,null,null,null,null,null,null,null,null,"Custom",null,"Immediate",2]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Minimum Age",3]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Minimum Service",4]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Age and Service",5]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Custom",6]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,7]