REQUEST TO WITHDRAW FROM THE METLIFE POLICYHOLDER TRUST By completing and returning the attached Withdrawal Election Form below you elect to withdraw all of your Trust Interests from the MetLife Policyholder Trust associated with the account referenced above and in exchange receive MetLife Inc. Common stock MetLife common stock subject to certain restrictions free of any commissions or other feesMetLife will pay those fees on your behalf.
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I have sold all of the shares and was told by Computershare that that my basis is 0.
Metlife policyholder trust. Please be vigilant in protecting yourself against phishing. The MetLife Policyholder Trust the Trust was established under the Metropolitan Life Insurance Company Metropolitan Life plan of reorganization the Plan and pursuant to the MetLife Policyholder Trust Agreement the Trust Agreement dated as of November 3 1999 by and among Metropolitan Life MetLife Inc. Most living trusts are living revocable trusts.
After a simple and secure process of establishing a Personal Identification Number PIN with your Holder Account Number you are ready to log in and follow the online instructions to perform the following functions. Thats why we encourage you to take precautions to protect your personal data and why we do not ask you to verify your personal or account information by email or text message. The Brochure and the Procedures describe the Purchase and Sale Program established to permit beneficiaries of the MetLife Policyholder Trust to purchase or sell shares of MetLife Inc.
Common stock or Trust Interest account online. This way she can manage her own assets and can close the trust at any time while shes alive. MetLife common stock held through the MetLife Policyholder Trust and beneficially own less than 1000 shares through the Trust.
For example a mother may create a living revocable trust and make herself both the grantor and the trustee. If you withdraw all of your shares from the Trust however you will no longer be eligible to purchase shares through the Program. Transfers Permitted within the MetLife Policyholder Trust If your clients are beneficiaries of the MetLife Policyholder Trust they are permitted to transfer ownership of their Trust Interests within the Trust only under certain circumstances.
The Trust Shares are subject to the. The Holding Company. Keeping your personal information secure is a top priority of MetLife.
If you are a beneficiary of the MetLife Policyholder Trust the Trust you may purchase additional shares in accordance with the rules of the Trust by submitting a written request and including your Holder Account Number indicating the dollar amount of shares you wish to purchase together with a personal check for the amount made payable to MetLife Purchase Program. MetLife Policyholder Trust Exact name of registrant as specified in its charter 302 651-1000 Registrants telephone number including area code. I inherited my fathers Metlife T rust Interest shares that were allocated to eligible policyholders as a result of the demutualization and are held in the MetLife Policyholder Trust the Trust in book entry form.
These shares are held electronically with Computershare as custodian of the Trust. If after reading this brochure you have additional questions please call 1-800-649-3593. For more information on your withdrawal rights see Other Information.
Economy Fire Casualty Company Economy Premier Assurance Company Economy Preferred Insurance Company Metropolitan Casualty Insurance Company MetLife Auto Home Insurance Agency Inc Metropolitan Direct Property and Casualty Insurance Company. L0820006900exp0221All StatesDCGUMPPRVI ADF MULTI214719. MetLife Auto Home is a brand used by Metropolitan Property and Casualty Insurance Company a MA licensee and certain of its affiliates.
Common stock subject to certain restrictions free of any commissions or other fees. Click on the condition that applies to your customers for instructions on how to effect the Transfer. 2020 MetLife Services and Solutions LLC 200 Park Avenue New York NY 10166.
On behalf of MetLife Inc now makes it easy and convenient for you to access your MetLife Inc. Beneficiaries of the MetLife Policyholder Trust to purchase or sell shares of MetLife Inc. 01K7UB_WEB Sale Disclosure MetLife Policyholder Trust Accounts Sale transactions relating to interests Trust Interests in the MetLife Policyholder Trust the Trust representing shares of common stock of MetLife Inc.
Provides insurance and financial services to individual and institutional customers. This is when the trust can be revoked ended during the grantors lifetime. Notice to trust beneficiaries of the metlife policyholder trust of the right to withdraw from the trust In accordance with Section 54a of th e MetLife Policyholder Trust Agreement beginning on April 7 2001 and lasting until the termination of the Trust you may elect to withdraw all but not less than all of your Trust Shares from the Trust in exchange for all of your Trust Interests.
Description of Trust The MetLife Policyholder Trust the Trust was established under the Metropolitan Life Insurance Company Metropolitan Life plan of reorganization the Plan and pursuant to the MetLife Policyholder Trust Agreement dated as of November 3 1999 by and among Metropolitan Life MetLife Inc Wilmington Trust Company not in its individual capacity but solely as trustee for.
