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Document Library

Access and download our range of resources for our retirement and investment solutions.

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Retirement Portfolio

Withdrawal Form

Fund switch form

Beneficiary nomination form

Individual Savings Account (ISA)

ISA withdrawal form

Fund switch form

Trustee Investment Plan

Fund switch form

Onshore Bond

Deed of assignment

Verifying a persons identity

Bond withdrawal form

Fund switch form

Offshore Bond

Bond withdrawal form

Fund switch form

Deed of assignment

Working Together

Electronic services schedule to the MetLife UK terms of business for authorised intermediaries

Extranet terms and conditions of use

Intermediary registration form

Notice of transfer form

Remuneration schedule for terms of business

Request for MetLife to pay ongoing adviser charges

Request for MetLife to pay an ad hoc adviser charge

Terms of business for authorised intermediaries

Request for MetLife to pay ongoing adviser charges (UK policies)

Request for MetLife to pay an ad hoc adviser charge (UK policies)