Transfer Order
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4Transfer Order
MetLife Annuities – Transfers into 403(b), 457(b), and Qualified Plans
1. Instructions for Financial Services Representative
A. C all the Current Account Custodian/Trustee, Contract Issuer, or Plan Administrator for the correct address and other transfer requirements, including use
of their withdrawal forms and compliance with their replacement requirements.
B.
Complete Sections 2-6. Complete Sections 7 or 8, if applicable.
C. F or all transfers and rollovers, mail this form and any paperwork required to set up a new account (if applicable) to MetLife, New Business Department,
PO Box 10356, Des Moines, IA 50306-0356.
D. F or distributions of securities other than mutual funds or variable annuities, also complete the appropriate forms from the Stock Redemption Service kit
and mail to the address in item C above.
I hereby direct my Current Account Custodian, Contract Issuer or Plan Administrator to transfer funds from my current account or plan to my
MetLife annuity as follows:
2. Current Account Custodian/Trustee, Contract Issuer, or Plan Administrator and Account Information
_________________________________________________________________________________________________________
Financial Institution’s Name
Company Phone Number
_________________________________________________________________________________________________________
Mailing Address (overnight mailing address - no PO Boxes)
_________________________________________________________________________________________________________
City
State
ZIP
________________________________________________
_ __________________________________________________
Participant’s Name
Participant’s Social Security Number
________________________________________________
_ __________________________________________________
Account or Contract Number (a separate transfer form is needed for each account)
Product Name
h Mutual Fund
h Stocks/Bonds
h Life Insurance
h Annuity Contract
Source of Assets:
h Other ___________________________________________________________________________________________
Total Number of Accounts Being Transferred (including the account identified above)
Total Number: _______________
Total Dollar Amount Being Transferred (including the account identified above)
Total Dollars: $ ______________
3. Transfer Instructions (Checks or wires only; do not transfer securities such as stocks and bonds.)
Amount:
h Liquidate all 100% Estimated Transfer Amount: $_______________
(If you need more
h Specific dollar amount $ _______________________________________________.
space, please
attach a separate
h Liquidate __________% Estimated Transfer Amount $_______________
page with client’s
h Liquidate the shares or positions indicated below and send the proceeds from the sale of my securities to MetLife.
signature.)
Securities
Number of Shares
Estimated Value
______________________________________
_________________________
________________________
______________________________________
_________________________
________________________
______________________________________
_________________________
________________________
______________________________________
_________________________
________________________
______________________________________
_________________________
________________________
Effective
h Immediately. (I am aware that early withdrawal penalties may apply.)
(please check only
h O n _____/_____/_____ (maturity date). (Allow 15 business days between the date the form is submitted and the maturity date.)
one box):
h Pay by check.
Payment:
h Pay by wire. (Transfer fees are the responsibility of the account owner.)
ENT-EXCH403/457 (03/10) eF
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