Transfers Permitted within the MetLife Policyholder Trust

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. Click on the condition that applies to your customers for instructions on how to effect the Transfer.

For those transfers requiring a completed STOCK POWER form, please use the copy attached at the end of this document.

Make a name change or correction on the account

Add spouse/child to the account

Transfer Trust Interests to spouse/child

Transfer Trust Interests to a charity

Transfer Trust Interests to a natural person other than spouse/child (non-relation)

Transfer Trust Interests. There is only one Trust Beneficiary on the account and that Trust Beneficiary is deceased and his/her will has been probated

Transfer Trust Interests. There is only one Trust Beneficiary on the account and that Trust Beneficiary is deceased and his/her will has not been probated

Transfer Trust Interests. There are joint Trust Beneficiaries on the account and only one is deceased

Transfer Trust Interests. There are joint Trust Beneficiaries on the account and all are deceased and the will has been probated

Transfer Trust Interests. There are joint Trust Beneficiaries on the account and all are deceased and the will has not been probated

Make a name change or correction on the account

Name Change / Incorrect Registration:

Your clients must provide a letter of instruction specifying:

Full Name as it currently appears on their Trust Interest account

The new/corrected name

Social Security Number(s)

Address with City, State and Zip Code

Investor ID#

A completed STOCK POWER form, with Signature Medallion Guaranteed, is also required. A copy is provided for your use at the end of this document.

Mail to:

Mellon Investor Services
P.O. Box 4444
South Hackensack, NJ 07606

Add spouse/child to the account

Individual Adding Spouse/Child to Account:

Your clients must provide a letter of instruction specifying:

Full Name and Social Security Number of current registration (name)

Full Name of new registration

Address with City, State and Zip Code

Investor ID#

A completed STOCK POWER form, with Signature Medallion Guaranteed, is also required. A copy is provided for your use at the end of this document.

Mail to:

Mellon Investor Services
P.O. Box 4444
South Hackensack, NJ 07606

Transfer Trust Interests to spouse/child

Individual Transferring to Spouse/Child

Your clients must provide a letter of instruction specifying:

Full Name of current registration (name)

Full Name of new registration

Social Security Number of the new account holder

Address with City, State and Zip Code

Investor ID#

A completed STOCK POWER form, with Signature Medallion Guaranteed, is also required. A copy is provided for your use at the end of this document.

Mail to:

Mellon Investor Services
P.O. Box 4444
South Hackensack, NJ 07606

Transfer Trust Interests to a charity

Charity:

For information on this type of transfer, please write to:

Mellon Investor Services
P.O. Box 4444
South Hackensack, NJ 07606

Transfer Trust Interests to a natural person other than spouse/child (non-relation)

Transfer to Non-Relation

This is not a permissible Transfer within the MetLife Policyholder Trust. However, this type of transfer is permissible if the shares are withdrawn from the Trust. For further information please write to:

Mellon Investor Services
P.O. Box 4444
South Hackensack, NJ 07606

Transfer Trust Interests. There is only one Trust Beneficiary on the account and that Trust Beneficiary is deceased and his/her will has been probated

Single Owner, Deceased, Probated:

Your clients must provide a letter of instruction specifying or including:

To whom shares are to be transferred

If multiple transferees, how many shares are to be allocated to each

Name, Address with city, state and zip code of transferee

Legal papers appointing the Executor/Administrator of the estate

Legal documents must be certified by the court and dated within 60 days of the transfer (or in New York State, within six months of the transfer)

In some cases, an Inheritance Tax Waiver.

A completed STOCK POWER form, with Signature Medallion Guaranteed, is also required. A copy is provided for your use at the end of this document.

Mail to:

Mellon Investor Services
P.O. Box 4444
South Hackensack, NJ 07606

Transfer Trust Interests. There is only one Trust Beneficiary on the account and that Trust Beneficiary is deceased and his/her will has not been probated

Single Owner, Deceased, Not Probated

Your clients must provide a letter of instruction specifying/providing:

How and to whom shares are to be transferred

Name, Address with city, state and zip code of transferee

A certified copy of the Death Certificate

A waiver of probate. Your client can write to Mellon at the address below to request this waiver.

A completed STOCK POWER form, with Signature Medallion Guaranteed, is also required. A copy is provided for your use at the end of this document.

Mail to:

Mellon Investor Services
P.O. Box 4444
South Hackensack, NJ 07606

Transfer Trust Interests. There are joint Trust Beneficiaries on the account and only one is deceased

Joint Tenant, One Deceased:

Your clients must provide a letter of instruction specifying:

Full Name, Address with city, state, zip and Social Security Number of the surviving tenant(s)
Photocopy of the death certificate

If adding additional tenant(s): a completed STOCK POWER form, with Signature Medallion Guaranteed, is also required. A copy is provided for your use at the end of this document.

Mail to:

Mellon Investor Services
P.O. Box 4444
South Hackensack, NJ 07606

Transfer Trust Interests. There are joint Trust Beneficiaries on the account and all are deceased and the will has been probated

Joint Tenant, Both Deceased, Probated:

Your clients must specify/provide:

a certified copy of Appointment of Executor within 60 days of transfer

Legal papers appointing the Executor/Administrator of the estate

a Letter of Instruction

To whom shares are to be transferred

If multiple transferees, how many shares are to be allocated to each

The name, address with city, state, zip and Social Security Number of the Transferee(s)

In some cases, an Inheritance Tax Waiver.

A completed STOCK POWER form, with Signature Medallion Guaranteed, is also required. A copy is provided for your use at the end of this document.

Mail to:

Mellon Investor Services
P.O. Box 4444
South Hackensack, NJ 07606

Transfer Trust Interests. There are joint Trust Beneficiaries on the account and all are deceased and the will has not been probated

Joint Tenant, Both Deceased, Not Probated

Your clients must provide a letter of instruction specifying/providing:

How and to whom shares are to be transferred

Name, Address with city, state and zip code of transferee

A certified copy of the Death Certificate

A waiver of probate. Your client can write to Mellon at the address below to request this waiver.

A completed STOCK POWER form, with Signature Medallion Guaranteed, is also required. A copy is provided for your use at the end of this document.

Mail to:

Mellon Investor Services
P.O. Box 4444
South Hackensack, NJ 07606

STOCK POWER

For value received, I/we hereby sell, assign or transfer unto (1)____________________________________________
Social Security # or Tax I.D.# of new owner

(2)__________________________________________________________________________________________
(Print/Type all Names & Address OF NEW OWNERS, Indicate if joint tenant, trust or custodian account)

____________________________________________________________________________________________

____________________________________________________________________________________________
CITY STATE ZIP CODE

(3)(______________) Certificate Shares AND/OR (4)(___________________________) Trust shares
(if no shares write "NONE")

of the Common Stock of the(5) _____________________________________________________________________
(NAME OF COMPANY)

registered to(6) _____________________________________________________________AND/OR account number

(7)_______________________ represented by Certificate No(s)(8)_________________________________________

herewith and do hereby irrevocably constitute and appoint MELLON INVESTOR SERVICES,

Attorney to transfer the said stock on the books of said Corporation with full power of substitution in the premises.

Date __________________________ (9)_______________________________________________
(signature of registered holder or authorized representative)

Daytime Telephone Number

_________________________________ _______________________________________________
(signature of registered holder if more than one holder)

(Affix Medallion Signature Guarantee
Imprint) ®

IMPORTANT READ CAREFULLY:

The signature to this assignment must correspond with the name as written upon the face of the certificate in every particular
without alteration or enlargement or any change whatsoever. The signature of the person executing this power must be guaranteed
by an Eligible Guarantor Institution such as a Commercial Bank, Trust Company, Securities Broker/Dealer, Credit Union, or a
Savings Association participating in a Medallion program approved by The Securities Transfer Association, Inc.
Unfortunately, no other form of signature verification can be accepted.

.............................................................................................................................................................................................................................

INSTRUCTIONS FOR COMPLETING THE STOCK POWER

1.
2.
3.
4.
5.
6.
7.

SS# or Tax ID# of new shareowner(s).
Complete name & address of the new shareowner(s)
Total # of certificate shares being transferred
Total # of Trust shares transferred
Name of Corporation on Certificate or Trust statement
Name as it appears on the face of the certificate
Your account # as indicated on your check or Trust
statement

8.

9.

List the Certificate #'s printed on the left side of
certificate being transferred. This number begins
with 2 letters followed by a series of numbers. If
all shares are held in Trust write "none".
Signature of current owner(s) exactly as it
appears on the face of the certificate. Signature
must be guaranteed by an Eligible Guarantor
Institution.