Question

Can MetLife request my tax information?

Asked on January 12th 2014 by Cynthia
I placed a claim with MetLife over a month ago. I had a hysterectomy in July then experienced Post Depression Syndrome. Have been seeing so many drs on the regular. Now I finally submitted all my paperwork Dec 1. I got back a letter asking me if I filed my taxes the last 2 yrs. Why? I didn’t do my taxes the last 2 years from the lack of funds and I owe. I explained that to the representative. Then he asked for a letter from my accountant stating I didn’t file as well as signing a 4506. Is this legal? I expressed my concern about the ridiculous paperwork they want. I live in CT. I have had so much aniexty and panic attacks already and with this I repeated to MetLife that they are driving me crazy. Originally they would give me an answer within 30 days. I should be paid! I appreciate any advice. Thank you in advance!

Answer

Answered on January 13th 2014 by Attorney Jay Symonds

Cynthia, Typically, in order to calculate your monthly benefit, the carrier would need financial documentation to verify earnings. It is not uncommon for them to request tax information.