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Self-Service

Log in or register for MetOnline to service your account and enroll in eDelivery

Forms

INDIVIDUAL ANNUITIES – if you purchased your annuity through a financial professional

EFT Enrollment

Use this form to establish or modify banking information on file. 

Change of Beneficiary

Use this form to correct, change or designate your beneficiaries.

Agent Change

Use this form to change broker of record.

Annuity Withdrawal

Use this form if your account is eligible for withdrawals.

Required Minimum Distribution (RMD)

This form is to be used to request a Required Minimum Distribution (RMD) for a MetLife annuity.

Change Owner's name or contact information

Use this form to correct or update an Owner's name, address, or phone number. This form is not to be used for changes in ownership, which require a policy service request form.

Change of Address

If you have a new address or phone number, use this form to let us know so we can keep you informed about the status of your policies.

3rd Party Authorization

Use this form to authorize an individual's access for 1 year to an owner’s account. 

Power of Attorney

If you want to set up a POA on file, please use this form. 

Trustee-Entity certification for existing annuity contracts

Use this form with the appropriate contract records change form when ownership of an existing contract is being transferred to a Trust or Entity. Also used to change Trustee information. Used with Non-Qualified contracts only.

Certification of Legal Guardian/ Conservator

Use this form to document a Guardian/Conservator that has been appointed by a court of law for the estate of the Ward, and the appointment has not been revoked. Must be on file with a received date within the last year to honor appointment and subsequent requests.

Privacy Notice - Annual - Retail Annuities

This form is a required form, to be left with the client at the point of sale. Mailed on an annual basis after an annuity has been sold.

GROUP ANNUITIES – if you purchased your annuity through an employer

Change of Beneficiary

Use this form to correct, change or designate your beneficiaries.

Make Corrections to Group Participant Information

This form is for use by an Administrator to change Group Participant information (i.e., name changes, deletions, corrects, etc.).

403(b) Withdrawal Request Form - Non-ERISA

This form is for a participant or alternate payee to request a distribution from a 403(b) Non-ERISA annuity other than for a hardship or as a systematic withdrawal.

403(b) Beneficiary Change

Use this form for a change of Beneficiary and Spousal Consent for ERISA or Non-ERISA 403(b).

FOR OTHER ANNUITY REQUESTS OR QUESTONS REGARDING YOUR ACCOUNT, PLEASE CONTACT A CUSTOMER SERVICE REPRESENTATIVE AT 800-638-7732 (INDIVIDUAL ANNUITY POLICIES) OR  800-560-5001 (GROUP ANNUITY POLICES)