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General | Contribution Forms | 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
  

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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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Why GEBA

  • Our Investment Philosophy
  • Our Financial Planning Process
  • Meet the Team
  • Fees
  • Employment Opportunities

Services

  • Financial Planning
  • Investing
  • Investment Advisory Services
  • Getting Started

Risk Management

  • Long Term Care Options
  • Life Insurance
  • Other Insurance

Forms

  • Investment Forms
  • Social Security Forms

Resource Center

  • Calculators
  • Contact Us
  • Videos
  • It's Your Future: The GEBA Podcast

1362 Mellon Road, #100, Hanover, MD 21076 Tel: (410) 657-8060 or (800) 826-1126
Copyright © 2021 GEBA. Privacy Policy 

Securities are offered through Cape Securities, Inc. Member FINRA, SIPC  Investment Advisory Services are offered through Cape Investment Advisors, Inc. 1600 Pennsylvania Avenue, McDonough, GA 30253 Tel: (678) 583-1120 GEBA Financial Advisors are Registered Representatives of Cape Securities, Inc.

For information about our Financial Advisors, please visit Broker Check.