Shareholders' Frequently Asked Questions & AnswersThe MetLife Policyholder Trust General Ownership Transfers DividendsTax and Cost Basis Information Purchases and Sales by Beneficiaries of the MetLife Policyholder TrustSales by Registered Holders of MetLife, Inc. Common StockThe MetLife Policyholder Trust | How did I acquire MetLife, Inc. common stock? | | | When MetLife demutualized and converted to a stock insurance company on April 7, 2000, eligible policyholders were allocated shares of MetLife, Inc. common stock. |
| Where and how is the MetLife, Inc. common stock held? | | | Shares that were allocated to eligible policyholders as a result of the demutualization are held in the MetLife Policyholder Trust (the “Trust”) in book entry form. These shares are held electronically with the custodian of the Trust, Mellon Investor Services LLC, doing business as Computershare Shareowner Services . |
| How may I contact Computershare Shareowner Services? | | | You may contact Computershare Shareowner Services by calling (800) 649-3593. You may also access your stock account online at Computershare Shareowner Services website.
Additionally, written inquires may be sent to:
MetLife
c/o Computershare Shareowner Services
PO Box 43006
Providence, RI 02940-3006
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| Where can I find additional information about the MetLife Policyholder Trust? | | | Additional information can be found in the Annual Report on Form 10-K for the MetLife Policyholder Trust located on our website.
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General | What is MetLife’s common stock ticker symbol? | | | MetLife’s common stock ticker symbol is MET and is listed on the New York Stock Exchange, NYSE. |
| How do I update the address on my MetLife, Inc. common stock account? | | | You may contact Computershare Shareowner Services by calling (800) 649-3593 to make changes to your MetLife, Inc. common stock account, including updating the address. |
| How do I add a Transfer on Death (TOD) recipient to my MetLife, Inc. common stock account so that my account can be transferred on death to a named beneficiary? | | | Your MetLife, Inc. common stock account can be re-registered to list a Transfer on Death (TOD) recipient (except in the State of Louisiana). You must complete the Transfer of MetLife Shares form to add the TOD recipient.
For more information regarding this process and to obtain the Transfer of MetLife Shares form, you may contact Computershare Shareowner Services at (800) 649-3593. |
| How can I obtain a copy of my MetLife, Inc. common stock account statement? | | | Annually, MetLife mails account statements to shareholders of record and beneficiaries of the MetLife Policyholder Trust. To request a duplicate account statement, you may contact Computershare Shareowner Services at (800) 649-3593. |
| Where can I find MetLife’s most recent financial information, including the annual report, 10-K, etc? | | | MetLife’s financial information can be found here on our website. |
Ownership Transfers | How do I update my name or transfer ownership of the MetLife, Inc. common stock account? | | | Shareholders may use the Transfer of MetLife Shares form to update the owner’s name on the account or transfer the shares to a new owner. The form and requirements for making these types of account changes may be obtained from Computershare Shareowner Services by calling 800-649-3593.
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| How do I transfer my MetLife shares to my personal brokerage account? | | | If your MetLife, Inc. common stock is held with Computershare Shareowner Services in the MetLife Policyholder Trust (the “Trust”), you must first withdraw your shares from the Trust by completing a Notice to Withdraw form. You may request this form by calling Computershare Shareowner Services at (800) 649-3593. The form must be completed and returned to Computershare Shareowner Services to withdraw the shares.
This will allow your shares to be transferred from the Trust and registered to you in the Direct Registration System (DRS). Once the shares are placed in DRS, you will receive a DRS statement with your account information. Your broker will need the following information to transfer the shares electronically:
1. The Holder ID
2. The Taxpayer Identification Number ("TIN")
3. The MetLife Policyholder Trust account registration
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Dividends| What is the most recent declared dividend amount for MetLife, Inc. common stock? When is it distributed to shareholders? | | | For information about the most recent common stock dividend, you may refer to link on the left side of this page, by selecting “Financial Information” and “Dividend History.”
Shareholders may also refer to their most recent MetLife, Inc. common stock account statement for specific dividend and account information. If you do not have your MetLife, Inc. common stock account statement, you may contact Computershare Shareowner Services at (800) 649-3593 or visit Computershare Shareowner Services' website to access your account. |
| How can I have an old MetLife, Inc. common stock dividend check reissued? | | | If you have a MetLife, Inc. common stock dividend check that is outdated, you may contact Computershare Shareowner Services at (800) 649-3593 and request to have it reissued, or visit Computershare Shareowner Services' website to access your account. |
| Does MetLife have a dividend reinvestment program? | | | Currently, MetLife does not offer a dividend reinvestment program; however, the feasibility of offering such a program is reviewed periodically. No changes are planned at this time, but if a reinvestment program is instituted, all eligible shareholders will be notified of the option. |
Tax and Cost Basis Information | What is the cost basis of the stock that was allocated to me when MetLife became a public company? | | | If you were allocated stock compensation when MetLife demutualized and became a public company in the year 2000, the IRS’ position is that those shares will have a zero cost basis. Additional information is included in MetLife’s Purchase & Sale Program Brochure which can be found here on MetLife’s website. You are urged to consult your tax advisor regarding your personal tax situation. |
| How do I certify my Taxpayer Identification Number (TIN), on my MetLife stock account? | | | You may certify your Taxpayer Identification Number (for individuals, this is your Social Security number) by calling Computershare Shareowner Services at (800) 649-3593 and following the simple steps in the automated telephone system.
You may also download a Form W-9 to certify your TIN from Computershare Shareowner Services' website or from the IRS’ website. The completed form should be returned to the address below.
MetLife
c/o Computershare Shareowner Services
PO Box 43006
Providence, RI 02940-3006
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| I received a Substitute W-9 from Computershare Shareowner Services. What do I need to do? | | | Complete the Substitute W-9 based on the instructions you received with the form, and return it to Computershare Shareowner Services at the address listed on the form. If you have any questions you may contact Computershare Shareowner Services at (800) 649-3593. |
Purchases and Sales by Beneficiaries of the MetLife Policyholder Trust| How do I sell my shares of MetLife, Inc. common stock? | | | If your shares of MetLife, Inc. common stock are held in the MetLife Policyholder Trust, you may visit Computershare Shareowner Services’ website to access your account, and sell online.
You may also sell your shares by calling Computershare Shareowner Services at (800) 649-3593. Please have your 12 digit Investor ID number available when accessing the website or calling.
You may also submit a written request to sell your shares to Computershare Shareowner Services at:
MetLife
c/o Computershare Shareowner Services
PO Box 382009
Pittsburgh, PA 15250-8009
Additional details regarding the sale of shares held in the MetLife Policyholder Trust may be found here in the Purchase & Sale Program Brochure on MetLife’s website.
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| Can I purchase additional MetLife, Inc. common stock? | | | 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 12 digit Investor ID 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. You may mail the letter to Computershare Shareowner Services at the address listed below. For additional information, please refer to page two of the Purchase & Sale Program Brochure which can be found here on MetLife’s website.
MetLife
c/o Computershare Shareowner Services
PO Box 382009
Pittsburgh, PA 15250-8009
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Sales by Registered Holders of MetLife, Inc. Common Stock | How do I sell MetLife, Inc. common stock that is held in book entry form? | | | Registered holders of MetLife, Inc. common stock, whose shares are not held in the MetLife Policyholder Trust, may sell their shares through Computershare Shareowner Services by calling (800) 649-3593. Computershare Shareowner Services' fees for this type of sale transaction are $15 plus commissions of $0.12 per share.
You may also elect to transfer the shares to your personal brokerage account. |
| How do I sell my MetLife, Inc. common stock when the shares are in certificate form? | | | If you are a holder of MetLife, Inc. common stock in certificate form, you may surrender your certificate(s) to Computershare Shareowner Services with a letter requesting the sale of the shares. It is recommended that you mail the certificate(s) using Registered Mail to the address listed below.
MetLife
c/o Computershare
250 Royall Street
Canton, MA 02021
You may also elect to transfer the shares to your personal brokerage account.
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