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GEBA Wealth Management

Securing Your Financial Future
since 1957

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  • Why GEBA
    • Our Investment Philosophy
    • Our Financial Planning Process
    • Meet the Team
    • Fees
    • Careers
  • Financial 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
    • Contact Us
    • Calculators
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    • It’s Your Future: The GEBA Podcast

Home / Forms / Investment Forms

Investment Forms

Investment Forms

General Forms

Main Menu
  • 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 icon

Contribution Forms

Main Menu
  • MetLife VAC Contribution Form
  • SVA Existing Investor Contribution Form

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

IRA Icon

Individual Retirement Accounts (IRAS)

Main Menu
  • IRA Transfer Form
  • Roth IRA Conversion Form
  • Traditional IRA Custodial Account Form (5305-A)
  • Roth IRA Custodial Account Agreement (5305-RA)
Asset Builder

MetLife Asset Builder (VAC)

Main Menu
  • MetLife VAC Application Package (Existing Accounts)
  • MetLife VAC Interfund Transfer Form
  • MetLife VAC Performance Recap
  • MetLife Owner Change Form
  • MetLife Trust Owner Certificate
  • MetLife NQL 1035 Exchange Request
Stable Value icon

Stable Value Account (SVA)

Main Menu
  • SVA New Account Application
  • SVA Existing Account Contribution Form
  • 1035 (A) Exchange Form
Withdrawal Forms icon

Withdrawal Forms

Main Menu
  • SVA Withdrawal Form
  • SVA Required Minimum Distribution Withdrawal Form
  • MetLife VAC Withdrawal Form
Main Menu
  • Why GEBA
  • Our Investment Philosophy
  • Our Financial Planning Process
  • Meet the Team
  • Fees
  • Careers
Main Menu
  • Services
  • Financial Planning
  • Investing
  • Investment Advisory Services
  • Getting Started
Main Menu
  • Risk Management
  • Long Term Care Options
  • Life Insurance
  • Other Insurance
Main Menu
  • Forms
  • Investment Forms
  • Social Security Forms
Main Menu
  • Resource Center
  • Contact Us
  • Calculators
  • Videos
  • GEBA Podcasts
GEBA Wealth Management

1362 Mellon Road, #100
Hanover, MD 21076

Get in Touch

We’re available by phone:
(800) 826-1126 | (410) 657-8060

Fax: (443) 403-0321
M–F 8:00 a.m.–4:30 p.m. ET

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GEBA is a nonprofit employee benefit association created by NSA employees in 1957, to serve federal employees and provide supplemental federal employee insurance. Our goal remains to offer high quality insurance products at competitive prices that keep members’ best interests in mind.

GEBA membership is available to ALL civilian federal employees and retirees, including the military and their families. Membership is free, and continues as long as you maintain a plan or service with GEBA.

Copyright © 2023 GEBA Wealth Management. All rights reserved.

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Securities are offered through American Global Wealth Management, Inc. Member FINRA, SIPC, MSRB, a broker-dealer. 

Investment Advisory Services are offered through Cape Investment Advisors, Inc., an SEC registered investment advisor.

1600 Pennsylvania Avenue, McDonough,GA 30253  |  Tel: (678) 583-1120

GEBA Financial Advisors and Consultants are Registered Representatives of one or both firms. GEBA is not affiliated with either firm.

Individual Life Insurance offered through Truchoice Financial.

For information about our Financial Advisors and Consultants, please visit Broker Check

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