This section provides you with the most frequently requested forms necessary to make changes to your account. Not all forms may be applicable to your account.
Transfer Request Forms - MetLife Inc. Trust Shareholders
| 1. DECEASED SHAREHOLDER TRANSFER: Use this form to transfer Trust Interests for a US shareholder who has passed away | View form | |
| 2. DECEASED SHAREHOLDER TRANSFER (non-US): Use this form to transfer Trust Interests for a non-US shareholder who has passed away | View form | |
| 3. LIVING SHAREHOLDER TRANSFER: If you live in the United States, use this form to transfer your existing Trust Interests to someone else | View form | |
| 4. LIVING SHAREHOLDER TRANSFER (non-US): If you don’t live in the United States, use this form to transfer your existing Trust Interests to someone else | View form | |
| 5. NOTICE TO WITHDRAW: Use this form to transfer shares out of the MetLife Trust Purchase & Sales Program | View form | |
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Transfer Request Forms - MetLife Inc. Common Stock Shareholders
| 1. DECEASED SHAREHOLDER TRANSFER: Use this form to transfer Common shares for a US shareholder who has passed away | View form | |
| 2. DECEASED SHAREHOLDER TRANSFER (non-US): Use this form to transfer Common shares for a non-US shareholder who has passed away | View form | |
| 3. LIVING SHAREHOLDER TRANSFER: If you live in the United States, use this form to transfer your existing Common shares to someone else | View form | |
| 4. LIVING SHAREHOLDER TRANSFER (non-US): If you don’t live in the United States, use this form to transfer your existing Common shares to someone else | View form | |
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Tax Forms
| 1. W9: Use this form to provide your correct taxpayer identification number to us | View form | |
| 2. W8-BEN form completion instructions | View form | |
| 3. W8-BEN: Use this form for non-resident and foreign individuals who receive income in the United States | View form | |
| 4. W8-BEN-E form completion instructions | View form | |
| 5. W8-BEN-E: Use this form for non-resident and foreign entities who receive income in the United States | View form | |
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Other forms & program information
| 1. DIRECT DEPOSIT FOR DIVIDEND PAYMENTS: Use this form to authorize us to transfer any dividends directly to your bank account | View form | |
| 2. DIRECT REGISTRATION INFORMATION: Brochure with information about enrolling in a DRS program | View form | |
| 3. DIRECT REGISTRATION TRANSACTION FORM: Use this form to enroll in the DRS program | View form | |
| 4. METLIFE TRUST PURCHASE & SALE PROGRAM: Read and download the brochure outlining the benefits of holding interests in the Trust | View form | |
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You will need Adobe Acrobat ReaderTM in order to view these forms. If you do not have it, you can download the software from the Adobe website.