Investment Forms

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General

Auto Debit Form>
Cancellation Form>
Change of Membership Information Form>
GEBA Declaration of Domestic Partnership Form>
Retirement Resignation Form>
Retirement Checklist>
2017 SRP Contribution & Withdrawal Schedule>
2017 SRP Auto Debit Contribution Schedule>
Summary Plan Description>
Designation of Beneficiary Form>

Contribution Forms

GEBA MAX Annuity Contribution Instructions>
MetLife VAC Contribution Form>
SVA Existing-Investor Contribution Form

GEBA MAX

GEBA MAX Application Packages
Colorado>
District of Columbia>
Delaware>
Florida>
Maryland>
Virginia>

GEBA MAX Account Transfer Form
Colorado>
District of Columbia>
Delaware>
Florida>
Maryland>
Virginia>

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Individual Retirement Accounts (IRAs)

IRA Transfer Form>
Roth IRA Conversion Form>
IRA Contribution Re-characterization 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>
MetLife Asset Builder (VAC) Prospectus>

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Stable Value Account (SVA)

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

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Withdrawal Forms

SVA IRA Withdrawal Form>
SVA Group Annuity Withdrawal Form>
MetLife VAC Withdrawal Form>

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Connect With GEBA

Why GEBA

Our Investment Philosophy
Our Financial Planning Process
Meet the Team
Fees

Services

Financial Planning
Investing
Investment Advisory Services
Getting Started

Risk Management

Long Term Care Options
Life Insurance
Other Insurance

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.