Investment Forms

General | Contribution Forms | GEBA Max | Individual Retirement Account | MetLife Asset Builder (VAC) | Stable Value Account (SVA) | Withdrawal Forms

General

Auto Debit Form>
Cancellation Form>
Change of Membership Form>
Retirement Resignation Form>
Retirement Checklist>
Summary Plan Description>
Designation of Beneficiary Form >
Supplemental Retirement Plan Beneficiary Claim Form >
MetLife Beneficiary Form>

Contribution Forms

MetLife VAC Contribution Form>
SVA Existing Investor Contribution Form

GEBA MAX

GEBA Max Brochure>

Please call the GEBA Wealth Management office at (800) 826-1126 or (301) 688-7912 for applications, contribution and account transfer forms.  

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Individual Retirement Accounts (IRAs)

IRA Transfer Form>
Roth IRA Conversion Form>
Traditional IRA Custodial Account Form (5305-A)>
Roth IRA Custodial Account Agreement (5305-RA)>

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MetLife Asset Builder (VAC)

MetLife VAC Application Package (Existing Accounts)>
MetLife VAC Interfund Transfer Form>
MetLife VAC Performance Recap >

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Stable Value Account (SVA)

SVA Brochure >
SVA New Account Application >
SVA Existing Account Contribution Form >
1035 (A) Exchange Form>
Historical SVA Quarterly Performance Chart>

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Withdrawal Forms

SVA Withdrawal Form >
SVA Required Minimum Distribution Withdrawal Form >
MetLife VAC Withdrawal Form>

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