Metlife policyholder trust annual report regulation sk. Shares that were allocated to eligible policyholders as a result of the demutualization are held in the metlife policyholder trust the trust in book entry form. Where can i find historical stock information for metlife, inc. Unless otherwise determined by the plan administrator, the forfeiture initial credit shall be equal to the number of restricted stock units or performance shares underlying the applicable metlife award, less any number of restricted stock units or performance shares in such metlife award that have been either issued in shares of metlife, inc. The amount paid to each policyholder is based on a number of factors, including length of time the policy has been in force, face value of the policy, and total premiums paid. Metlife inc met securities registration statement s1. Selling shares of bank stock is simple to do if the shares are already held in a brokerage account on your behalf. The shares of common stock allocated to policyholders who do not receive cash. You seek a no action position from the department in regard to five areas, to wit.
As you know, metropolitan life insurance company demutualized. Depositary shares, each representing a 11,000th interest in a share of 6. Sec info metlife policyholder trust 10k405 for 123100. Please acknowledge your agreement with the foregoing by signing in the space above. We expect that the distribution of brighthouse common stock will be taxfree to metlifes u. The irs requires that we report the cost basis of certain. Trust means the metlife policyholder trust established under the trust agreement to hold the trust shares for the exclusive benefit of the trust beneficiaries. Not supplied unk na indicates shares held indirectly. John hancock demutualization claims unclaimed demutualized. As a holder of bookentry shares, you may request that computershare sell all or a portion of. Mar 28, 2017 if you want to cash in stock held in a brokerage account or with the transfer agent of the firm that issued the shares, all you need to do is make a phone call or go online and place a sell order. So, if you own shares in iag example only, it will have an srn identifier. If, after reading this brochure, you have additional questions, please call 18006493593. Shares may be sold at any time, without affecting policy benefits.
The transfer agent keeps a record of your shares of brighthouse financial, inc. Metlifes shareholders will not be required to pay any consideration for the shares of brighthouse common stock they receive in the distribution, surrender or exchange their shares of metlife common stock or take any other action in connection with the separation. If you have a trust, you may want to retitle the stock account into the name of your trust. Some of the more popular shares we sell such as iag, amp and woolworths use computershare to mange their share registries to sell your shares in companies that use computershare as their share registry, you will need the security reference number srn. We expect that the distribution of brighthouse common stock will be tax. If you would like to sell shares you already hold, you can use investor trade, computershares online share sale facility for issuer sponsored securityholdings. I inherited my fathers metlife t rust interest shares that were allocated to eligible policyholders as a result of the demutualization and are held in the metlife policyholder trust the trust in book entry form. Trust agreement means the metlife policyholder trust agreement, by and among the company, the holding company, the trustee and the custodian, as amended in accordance with its terms. Mar 28, 2017 selling shares of bank stock is simple to do if the shares are already held in a brokerage account on your behalf. Computershare, you hereby agree to the following terms.
In general, most registered shareholders received their shares as part of prudentials demutualizationthe process of changing from a mutual insurance company to a publicly traded stock companyin december 2001. The postdemerger prudential group is one of the largest international life insurance and asset management businesses, focused on the attractive growth. Please acknowledge your agreement with the foregoing by signing. The metlife policyholder trust the trust was established under the metropolitan life insurance company metropolitan life plan of reorganization the plan and pursuant to the metlife policyholder trust agreement the trust agreement, dated as of november 3, 1999, by and among metropolitan life, metlife, inc. Additional details regarding the separation from metlife, inc. View realtime stock prices and stock quotes for a full financial overview. These shares are held electronically with computershare as custodian of the trust.
Computershare specializes in the provision of software solutions and professional services to the securities industry and their shareholders. If your spouse also owns shares in iag, they will have a different and unique srn. Their services include the administration of a direct stock purchase and dividend reinvestment plan, the direct registration system book entry ownership, the etree program, online account access and the transfer and sale of shares. All owners must sign if the account has more than one owner. Metlife policyholder trust form 10k march 27, 2018. Where can i find additional information about the metlife policyholder trust. Nonpolicyholder trust accounts as a condition to using the direct registration services provided by computershare trust company, n. Metlife will direct the distribution agent to, as soon as practicable following execution of this agreement including, in the case of clause b, commencing on the day following the separation date, and in the case of clause c, commencing as soon as practicable after the separation date, a determine, based, in part, on. To effect the separation, metlife will distribute at least 80. If your shares are held outside the policyholder trust in book entry form, through the direct registration system drs, they will be enrolled in the drs sales program, to be sold. Beneficial interests in the metlife policyholder trust. You may own life insurance company stock and not know it.
In the three years preceding the filing of this registration statement, the registrant has not issued any securities that were not registered under the securities act, except for the issuance of 100,000 shares of common stock of the registrant to metlife, inc. If a transfer form is submitted along with this withdrawal election form, the trust interests associated with the account will be withdrawn from the metlife policyholder trust and shares of metlife, inc. Dont just leave the stock in the book entry account in your sole name for your loved ones to deal. Sell shares held through computershare share registry sell. I have sold all of the shares and was told by computershare that that my basis is 0. In this case, all that is required is calling the brokerage firm and speaking with a registered representative to place a sell order. You can transfer to a person who already has a plan account, or you can set up a new plan account if the person does not have one. They provide shareowner communications and services to verizon s registered shareowners. Metlife policyholder trust exact name of registrant as specified in its charter. Until august 4, 2017, brighthouse financial was a whollyowned subsidiary of metlife, inc.
Description of registrants securities to be registered trust interests the trust interests registered hereby are issued pursuant to the metlife policyholder trust agreement, dated as of november 3, 1999 the trust agreement, by and among metropolitan life insurance company metlife, metlife, inc. You may own shares in prudential or metlife if you have an insurance policy with either company. To sell your shares in companies that use computershare as their share registry, you will need the security reference number srn. Securityholdings are eligible to be sold through investor trade as long as the following. Computershare are the most common share registry used by australian companies listed on the asx. The winding up of the trust must commence 90 days after the date on which the trustee receives written notice from metlife, inc. Metlife currently owns all of the outstanding shares of brighthouse common stock. Policyholder trust book entry sharesnumber of whole andor fractional shares to transfer, if applicable all transferred shares will be placed in book entry form. This will result in two separately listed companies, each with its own distinct investment prospects. Iwe wish to have the trust interests associated with the account referenced above, withdrawn from the metlife policyholder trust and shares of metlife, inc. Find your answer to questions about your computershare shareholding here.
Indicate by check mark whether the registrant is an emerging growth company as defined in rule 405 under the securities act 17 cfr 230. A trust interest entitles the beneficiary to certain rights, including the right to. Iwe understand that iwe will receive a check for any fractional shares. These shares are held electronically with the custodian of the trust, mellon investor services llc, doing business as bny mellon shareowner services. The service is available to investors in companies where computershare acts as share registrar. Jul 16, 2016 if you have a trust, you may want to retitle the stock account into the name of your trust. If you want to cash in stock held in a brokerage account or with the transfer agent of the firm that issued the shares, all you need to do is make a phone call or go online and place a sell order. The metlife policyholder trust the trust was established under the metropolitan life insurance company metropolitan life plan of reorganization the plan and pursuant to the metlife policyholder trust agreement, dated as of november 3, 1999, by and among metropolitan life, metlife, inc. Sell shares held through computershare share registry. In depth view into metlife book value per share including historical data from 2000, charts, stats and industry comps. Sec info metlife policyholder trust 8a12g on 33100.
530 148 1278 1226 1385 1319 106 331 972 496 787 1224 1129 233 993 229 1260 1584 132 249 1564 244 532 178 1338 531 1139 892 1465 361 850 670 1267 1042 1046 1172 526 957 747 1474 1360 574 673 1087 905 395