EX-99.(B)(5)(IV) 3 dex99b5iv.htm FORMS OF VARIABLE ANNUITY APPLICATION CLASSES VA, AA & B Forms of Variable Annuity Application Classes VA, AA & B

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Variable Annuity Application

Send Application and check to:

MetLife Investors Insurance Company Policy Service Office: P.O. Box 10366 Des Moines, Iowa 50306-0366

For assistance call: 800 848-3854

MetLife Investors Variable Annuity Class VA

ACCOUNT INFORMATION

1. Annuitant

Name (First) (Middle) (Last)

Social

Security Number

Sex M F Date of Birth

Address (Street) (City) (State) (Zip) Phone (             )

2. Owner (Complete only if different than Annuitant)

Correspondence is sent to the Owner.

Name (First) (Middle) (Last)

Social

Security/Tax ID Number

Sex M F Date of Birth/Trust

Address (Street) (City) (State) (Zip) Phone (             )

3. Joint Owner

Name (First) (Middle) (Last)

Social

Security Number

Sex M F Date of Birth

Address (Street) (City) (State) (Zip) Phone (             )

4. Beneficiary

Show full name(s), address(es), relationship to Owner, Social Security Number(s), and percentage each is to receive. Use the Special Requests section if additional space is needed. Unless specified otherwise in the Special Requests section, if Joint Owners are named, upon the death of either Joint Owner, the surviving Joint Owner will be the primary beneficiary, and the beneficiaries listed below will be considered contingent beneficiaries.

Primary Name Address Relationship Social Security Number %

Primary Name Address Relationship Social Security Number %

Contingent Name Address Relationship Social Security Number %

Contingent Name Address Relationship Social Security Number %

5. Plan Type

• NON-QUALIFIED QUALIFIED

• 401

• 403(b) TSA Rollover*

• 408 IRA* (check one of the options listed below)

• Traditional IRA SEP IRA Roth IRA

• Transfer 3 Transfer 3 Transfer

• Rollover 3 Rollover

• Rollover

• Contribution – Year             3 Contribution – Year             3 Contribution – Year            

• *The annuitant and owner must be the same person.

6. Purchase Payment

Funding Source of Purchase Payment

1035 Exchange Check Wire

Initial Purchase

Payment $            

Make Check Payable to MetLife Investors

(Estimate dollar amount for 1035 exchanges, transfers, rollovers, etc.)

Minimum Initial Purchase Payment: $5,000 Non-Qualified $2,000 Qualified

7029 (7/04)

APPVA-504VA


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RIDERS

7. Benefit Riders (subject to state availability and age restrictions )

These riders may only be chosen at time of application. Please note, there are additional charges for the optional riders. Once elected these options may not be changed.

1) 3 Guaranteed Minimum Income Benefit Rider (GMIB)*

2) 3 Guaranteed Withdrawal Benefit (GWB)* * Only one (GMIB or GWB) may be elected

3) Death Benefit Riders (Check one. If no election is made, the Principal Protection option will apply).

3 Principal Protection (no additional charge)

3 Annual Step-Up

3 Compounded-Plus

4) 3 Earnings Preservation Benefit Rider

5) 3 Other             

COMMUNICATIONS

8. Telephone Transfer

I (We) authorize MetLife Investors Insurance Company (MetLife Investors) or any person authorized by MetLife Investors to accept telephone transfer instructions and/or future payment allocation changes from me (us) and my Registered Representative/Agent. Telephone transfers will be automatically permitted unless you check one or both of the boxes below indicating that you do not wish to authorize telephone transfers. MetLife Investors will use reasonable procedures to confirm that instructions communicated by telephone are genuine.

I (We) DO NOT wish to authorize telephone transfers for the following

(check applicable boxes): 3 Owner(s) 3 Registered Representative/Agent

SIGNATURES

9. Fraud Statement

Notice to Applicant:

For Arkansas, Kentucky, Louisiana, New Mexico, Ohio, Pennsylvania, Tennessee and Washington D.C. Residents: Any person who knowingly and with intent to defraud any insurance company or other person files an application or submits a claim containing any materially false information or conceals for the purpose of misleading, information concerning any fact material thereto, commits a fraudulent insurance act, which is a crime, and subjects such person to criminal and civil penalties.

For Florida Residents: Any person who knowingly and with intent to injure, defraud, or deceive any insurer files a statement of claim or an application containing any false, incomplete, or misleading information is guilty of a felony of the third degree.

For New Jersey Residents: Any person who includes any false or misleading information on an application for an insurance policy is subject to criminal and civil penalties.

10. Special Requests

11. Replacements

Does the applicant have any existing life insurance policies or annuity contracts? 3 Yes 3 No Is this annuity being purchased to replace any existing life insurance or annuity policy(ies)? 3 Yes 3 No If “Yes,” applicable disclosure and replacement forms must be attached.

12. Acknowledgement and Authorization

I (We) agree that the above information and statements and those made on all pages of this application are true and correct to the best of my (our) knowledge and belief and are made as the basis of my (our) application. I (We) acknowledge receipt of the current prospectus of MetLife Investors Variable Annuity Account One. PAYMENTS AND VALUES PROVIDED BY THE CONTRACT FOR WHICH APPLICATION IS MADE ARE VARIABLE AND ARE NOT GUARANTEED AS TO DOLLAR AMOUNT.

(Owner Signature & Title, Annuitant unless otherwise noted) (Joint Owner Signature & Title) (Signature of Annuitant if other than Owner)

Signed at             

(City) (State)

Date             

13. Agent’s Report

Agent’s Signature

Phone

Agent’s Name and Number

Name and Address of Firm

State License ID Number (Required for FL)

Client Account Number

Home Office Program Information:

Select one. Once selected, the option cannot be changed.

Option A              Option B              Option C              Default as defined in the Selling Agreement or determined by firm.

7029 (7/04)

APPVA-504VA


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Variable Annuity Application

Send Application and check to:

MetLife Investors Insurance Company Policy Service Office: P.O. Box 10366 Des Moines, Iowa 50306-0366

For assistance call: 800 848-3854

MetLife Investors Variable Annuity Class AA

ACCOUNT INFORMATION

1. Annuitant

Social

Name (First) (Middle) (Last) Security Number              —              —             

Sex 3 M 3 F Date of Birth             /            /            

Address (Street) (City) (State) (Zip) Phone (             )             

2. Owner (Complete only if different than Annuitant)

Correspondence is sent to the Owner.

Social

Security/Tax ID Number              —              —              Name (First) (Middle) (Last)

Sex 3 M 3 F Date of Birth/Trust             /            /            

Address (Street) (City) (State) (Zip) Phone (             )             

3. Joint Owner

Social

Security Number              —              —              Name (First) (Middle) (Last)

Sex 3 M 3 F Date of Birth             /            /            

Address (Street) (City) (State) (Zip) Phone (             )             

4. Beneficiary

Show full name(s), address(es), relationship to Owner, Social Security Number(s), and percentage each is to receive. Use the Special Requests section if additional space is needed. Unless specified otherwise in the Special Requests section, if Joint Owners are named, upon the death of either Joint Owner, the surviving Joint Owner will be the primary beneficiary, and the beneficiaries listed below will be considered contingent beneficiaries.

– –

Primary Name Address Relationship Social Security Number %

– –

Primary Name Address Relationship Social Security Number %

– –

Contingent Name Address Relationship Social Security Number %

– –

Contingent Name Address Relationship Social Security Number %

5. Plan Type

3 NON-QUALIFIED

QUALIFIED

3 401

3 403(b) TSA Rollover*

408 IRA* (check one of the options listed below)

Traditional IRA SEP IRA Roth IRA

3 Transfer 3 Transfer 3 Transfer

3 Rollover 3 Rollover 3 Rollover

3 Contribution – Year             3 Contribution – Year             3 Contribution – Year            

*The annuitant and owner must be the same person.

6. Purchase Payment

Funding Source of Purchase Payment

3 1035 Exchange 3 Check 3 Wire

Initial Purchase

Payment $            

Make Check Payable to MetLife Investors

(Estimate dollar amount for 1035 exchanges, transfers, rollovers, etc.) Minimum Initial Purchase Payment: $5,000 Non-Qualified $2,000 Qualified

7029 (7/04)

APPVA-504AA


LOGO

 

RIDERS

7. Benefit Riders (subject to state availability and age restrictions )

These riders may only be chosen at time of application. Please note, there are additional charges for the optional riders. Once elected these options may not be changed.

1) 3 Guaranteed Minimum Income Benefit Rider (GMIB)*

2) 3 Guaranteed Withdrawal Benefit (GWB)* * Only one (GMIB or GWB) may be elected

3) Death Benefit Riders (Check one. If no election is made, the Principal Protection option will apply).

3 Principal Protection (no additional charge)

3 Annual Step-up

3 Compounded-Plus

4) 3 Earnings Preservation Benefit Rider

5) 3 Other             

COMMUNICATIONS

8. Telephone Transfer

I (We) authorize MetLife Investors Insurance Company (MetLife Investors) or any person authorized by MetLife Investors to accept telephone transfer instructions and/or future payment allocation changes from me (us) and my Registered Representative/Agent. Telephone transfers will be automatically permitted unless you check one or both of the boxes below indicating that you do not wish to authorize telephone transfers. MetLife Investors will use reasonable procedures to confirm that instructions communicated by telephone are genuine.

I (We) DO NOT wish to authorize telephone transfers for the following

(check applicable boxes): 3 Owner(s) 3 Registered Representative/Agent

SIGNATURES

9. Fraud Statement

Notice to Applicant:

For Arkansas, Kentucky, Louisiana, New Mexico, Ohio, Pennsylvania, Tennessee and Washington D.C. Residents: Any person who knowingly and with intent to defraud any insurance company or other person files an application or submits a claim containing any materially false information or conceals for the purpose of misleading, information concerning any fact material thereto, commits a fraudulent insurance act, which is a crime, and subjects such person to criminal and civil penalties. For Florida Residents: Any person who knowingly and with intent to injure, defraud, or deceive any insurer files a statement of claim or an application containing any false, incomplete, or misleading information is guilty of a felony of the third degree.

For New Jersey Residents: Any person who includes any false or misleading information on an application for an insurance policy is subject to criminal and civil penalties.

10. Special Requests

7029 (7/04)

11. Replacements

Does the applicant have any existing life insurance policies or annuity contracts? 3 Yes 3 No Is this annuity being purchased to replace any existing life insurance or annuity policy(ies)? 3 Yes 3 No If “Yes,” applicable disclosure and replacement forms must be attached.

12. Acknowledgement and Authorization

I (We) agree that the above information and statements and those made on all pages of this application are true and correct to the best of my (our) knowledge and belief and are made as the basis of my (our) application. I (We) acknowledge receipt of the current prospectus of MetLife Investors Variable Annuity Account One. PAYMENTS AND VALUES PROVIDED BY THE CONTRACT FOR WHICH APPLICATION IS MADE ARE VARIABLE AND ARE NOT GUARANTEED AS TO DOLLAR AMOUNT.

(Owner Signature & Title, Annuitant unless otherwise noted) (Joint Owner Signature & Title) (Signature of Annuitant if other than Owner)

Signed at             

(City) (State)

Date             

13. Agent’s Report

Agent’s Signature

Phone

Agent’s Name and Number

Name and Address of Firm

State License ID Number (Required for FL)

Client Account Number

Home Office Program Information:

Select one. Once selected, the option cannot be changed.

Option A              Option B              Default as defined in the Selling Agreement or determined by firm.

APPVA-504AA

DMINVA-N1 (5/04)


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Send Application and check to:

Variable Annuity Application MetLife Investors Insurance Company Policy Service Office: P.O. Box 10366 Des Moines, Iowa 50306-0366

MetLife Investors Variable Annuity Class B For assistance call: 800 848-3854

ACCOUNT INFORMATION

1. Annuitant

Social

Name (First) (Middle) (Last) Security Number              —              —             

Sex 3 M 3 F Date of Birth             /            /            

Address (Street) (City) (State) (Zip) Phone (             )             

2. Owner (Complete only if different than Annuitant)

Correspondence is sent to the Owner.

Social

Security/Tax ID Number              —              —              Name (First) (Middle) (Last) Sex 3 M 3 F Date of Birth/Trust              /             /             

Address (Street) (City) (State) (Zip) Phone (             )             

3. Joint Owner

Social

Security Number              —              —              Name (First) (Middle) (Last)

Sex 3 M 3 F Date of Birth             /            /            

Address (Street) (City) (State) (Zip) Phone (             )             

4. Beneficiary

Show full name(s), address(es), relationship to Owner, Social Security Number(s), and percentage each is to receive. Use the Special Requests section if additional space is needed. Unless specified otherwise in the Special Requests section, if Joint Owners are named, upon the death of either Joint Owner, the surviving Joint Owner will be the primary beneficiary, and the beneficiaries listed below will be considered contingent beneficiaries.

– –

Primary Name Address Relationship Social Security Number %

– –

Primary Name Address Relationship Social Security Number %

– –

Contingent Name Address Relationship Social Security Number %

– –

Contingent Name Address Relationship Social Security Number %

5. Plan Type 6. Purchase Payment

• NON-QUALIFIED QUALIFIED

• 401

• 403(b) TSA Rollover*

• 408 IRA* (check one of the options listed below)

• Traditional IRA SEP IRA Roth IRA

• Transfer 3 Transfer 3 Transfer

• Rollover 3 Rollover

• Rollover

• Contribution – Year             3 Contribution – Year             3 Contribution – Year            

• *The annuitant and owner must be the same person.

Funding Source of Purchase Payment

3 1035 Exchange 3 Check 3 Wire

Initial Purchase

Payment $            

Make Check Payable to MetLife Investors

(Estimate dollar amount for 1035 exchanges, transfers, rollovers, etc.) Minimum Initial Purchase Payment: $5,000 Non-Qualified $2,000 Qualified

7029 (7/04) APPVA-504B


LOGO

 

RIDERS

7. Benefit Riders (subject to state availability and age restrictions )

These riders may only be chosen at time of application. Please note, there are additional charges for the optional riders. Once elected these options may not be changed.

1) 3 Lifetime Income Solution

2) 3 Guaranteed Withdrawal Benefit (GWB)*

* Only one (Lifetime Income Solution or GWB) may be elected

3) Death Benefit Riders (Check one. If no election is made, the Principal Protection option will apply).

3 Principal Protection (no additional charge)

3 Annual Step-Up

3 Compounded-Plus

4) 3 Earnings Preservation Benefit Rider (not available for Qualified Plans)

5) 3 Other             

COMMUNICATIONS

8. Telephone Transfer

I (We) authorize MetLife Investors Insurance Company (MetLife Investors) or any person authorized by MetLife Investors to accept telephone transfer instructions and/or future payment allocation changes from me (us) and my Registered Representative/Agent. Telephone transfers will be automatically permitted unless you check one or both of the boxes below indicating that

you do not wish to authorize telephone transfers. MetLife Investors will use reasonable procedures to confirm that instructions communicated by telephone are genuine.

I (We) DO NOT wish to authorize telephone transfers for the following

(check applicable boxes): 3 Owner(s) 3 Registered Representative/Agent

SIGNATURES

9. Fraud Statement

Notice to Applicant:

For Arkansas, Kentucky, Louisiana, New Mexico, Ohio, Pennsylvania, Tennessee and Washington D.C. Residents: Any person who knowingly and with intent to defraud any insurance company or other person files an application or submits a claim containing any materially false information or conceals for the purpose of misleading, information concerning any fact material thereto, commits a fraudulent insurance act, which is a crime, and subjects such person to criminal and civil penalties. For Florida Residents: Any person who knowingly and with intent to injure, defraud, or deceive any insurer files a statement of claim or an application containing any false, incomplete, or misleading information is guilty of a felony of the third degree.

For New Jersey Residents: Any person who includes any false or misleading information on an application for an insurance policy is subject to criminal and civil penalties.

10. Special Requests

7029 (7/04)

11. Replacements

Does the applicant have any existing life insurance policies or annuity contracts? 3 Yes 3 No Is this annuity being purchased to replace any existing life insurance or annuity policy(ies)? 3 Yes 3 No If “Yes,” applicable disclosure and replacement forms must be attached.

12. Acknowledgement and Authorization

I (We) agree that the above information and statements and those made on all pages of this application are true and correct to the best of my (our) knowledge and belief and are made as the basis of my (our) application. I (We) acknowledge receipt of the current prospectus of MetLife Investors Variable Annuity Account One. PAYMENTS AND VALUES PROVIDED BY THE CONTRACT FOR WHICH APPLICATION IS MADE ARE VARIABLE AND ARE NOT GUARANTEED AS TO DOLLAR AMOUNT.

(Owner Signature & Title, Annuitant unless otherwise noted) (Joint Owner Signature & Title) (Signature of Annuitant if other than Owner)

Signed at

             (City) (State)

Date             

13. Agent’s Report

Agent’s Signature

Phone

Agent’s Name and Number

Name and Address of Firm

State License ID Number (Required for FL)

Client Account Number

APPVA-504B