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Access your retirement plan's important documents and forms by choosing the appropriate menu option shown under the drop down below.
The forms listed apply to MetLife products serviced on https://online.metlife.com/ only and do not include those serviced on mlr.metlife.com. For additional assistance finding a form, or if you have questions, please call 1-800-560-5001 between 9:00 a.m. and 6:00 p.m. (Eastern Time), Monday through Friday.
Account Maintenance
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Participant Data Change Request
Used to change or update name and address of a group annuity participant or to make corrections to participant information such as social security number.
457(b) Change of Beneficiary - Spousal Consent
This form is used to change or update the beneficiary information on a 457b annuity. It can be used for Governmental or Non-governmental contracts.
ERISA or Non-ERISA - Change of Beneficiary Spousal Consent
ERISA or Non-ERISA change of Beneficiary and Spousal Consent form.
Beneficiary Change
This form is used for changes or corrections to the beneficiary information on a contract. (Not to be used for custodian owned contracts, irrevocable beneficiary changes, controlled payout beneficiary requests, or ERISA contracts).
Contact Information Change
This form is used to update an owner's or annuitant's contact information, including changes or corrections to a name, address, or phone number. Not to be used for ownership changes, which require an Owner/Annuitant Change form.
You can change your address and/or phone number through MetOnline servicing site. Watch this video to see how easy it is.
Authorization to Release Account or Contract Information to a Third Party
This form is to be used for the contract owner to authorize the release of contract information to a third party.
Loan
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Loan Agreement-Request for ERISA 403b Annuities
Loan Request and Loan Agreement for ERISA 403b Annuities. Use this form for ERISA cases except for Integrated Resources Contracts.
Loan Agreement-Request for Non-ERISA 403b Annuities
Loan Request and Loan Agreement for Non-ERISA 403b Annuities. Use this form for Non-ERISA cases except for Integrated Resources Contracts.
Request for Annuity Account Reduction Loan
This form is used to request a Account Reduction loan, it includes both the loan request and the loan worksheet.
Transfer of Assets
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Transfer of Assets to a Qualified Plan
Required to be returned with the application when requesting a transfer or rollover into a qualified retirement plan.
Partial Exchange Disclosure Form
Required when initiating a partial 1035 exchange.
Withdrawals
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401k Hardship Withdrawal Request Form
This form is used to request a hardship withdrawal from a MetLife 401k plan that follows the 401k deemed or safe harbor hardship withdrawal rules and where MetLife has agreed to pay distributions and do tax withholding.
403(B) Hardship Withdrawal Request Form
To request a hardship withdrawal from a 403b-TSA under the 01-01-09 403B regulation changes-can be used both ERISA and Non-ERISA Plans.
ERISA - 403(b) Withdrawal Request Form
Used for a participant or alternate payee to request a distribution from a 403b ERISA annuity other than for a hardship or a systematic withdrawal.
Governmental 457b Withdrawal Request
A participant or alternate payee of a 457b plan (state or local government) can use this form to request a withdrawal from a MetLife annuity for reasons other than unforeseeable emergency.
Governmental 457b Unforeseeable Emergency Withdrawal Request
This form is used to request an Unforeseeable Emergency withdrawal from the participants account. These withdrawals are subject to the Plan Provisions and approval.
Non-ERISA - 403(b) Withdrawal Request Form
A participant or alternate payee can use this form to request a distribution from a 403b Non-ERISA annuity. This form is not used for a hardship or systematic withdrawal.
Nongovernmental 457(b) Withdrawal Request Form
Can be used for a participant or alternate payee in a 457b Non-Governmental plan to request a withdrawal from a MetLife Annuity.
Qualified Plan Withdrawal Request Form
A participant or alternate payee can request a withdrawal from a MetLife annuity within a qualified plan under IRC Sections 401a, 403a, and 401k plans where MetLife pays the distributions directly and provides tax withholding.
Annuity Withdrawal
The Annuity Withdrawal form is used to request a partial withdrawal or full surrender. Do not use for a 1035 exchange or for an Annuitization request.