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MetLife Trustee Retirement Portfolio
Fund Switch / Investment Choice
Change FormBeacon House,
27 Clarendon Road,
Belfast BT1 3BG
0800 022 3131
www.metlife.co.ukBefore you start
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How to fill out fund switch form metlife
How to fill out fund switch form metlife
01
Begin by obtaining a fund switch form from MetLife. This form can typically be downloaded from their website or requested from their customer service.
02
Fill out the personal information section of the form including your name, policy number, and contact details.
03
Identify the funds you would like to switch from and the funds you would like to switch to. This may require referencing the fund names or codes provided by MetLife.
04
Indicate the specific amount or percentage of your investment that you wish to switch for each fund.
05
If there are any restrictions or limitations on the number or frequency of fund switches, make note of them on the form.
06
Review the completed form to ensure all information is accurate and legible.
07
Sign and date the form to confirm your authorization for the fund switch.
08
Submit the form to MetLife through the designated method provided, such as mailing it to their address or submitting it digitally through their online portal.
09
Keep a copy of the filled-out form for your records.
10
Await confirmation from MetLife regarding the completion of the fund switch.
Who needs fund switch form metlife?
01
Anyone who holds an investment policy with MetLife and wishes to change the allocation of funds within their policy may need to fill out a fund switch form.
02
This could be individuals who want to reallocate their investments to different funds based on their investment preferences, risk tolerance, or market conditions.
03
It is recommended to consult with a financial advisor or MetLife representative to determine if a fund switch is appropriate for your financial goals and investment strategy.
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What is fund switch form metlife?
The fund switch form Metlife is a document used by policyholders to request a change or switch of investment funds within their Metlife insurance or investment products.
Who is required to file fund switch form metlife?
Policyholders who wish to change their investment options or portfolio allocations in their Metlife products are required to file the fund switch form.
How to fill out fund switch form metlife?
To fill out the fund switch form, policyholders must provide their personal details, policy number, the existing funds they want to switch from, the new funds they wish to switch to, and their signature for authorization.
What is the purpose of fund switch form metlife?
The purpose of the fund switch form is to facilitate the process of changing the allocation of investments within Metlife products, allowing policyholders to manage their portfolios according to their financial goals.
What information must be reported on fund switch form metlife?
The information required includes the policyholder's name, policy number, details of existing funds, selected new funds, and any additional instructions or acknowledgments.
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