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How to fill out beneficiary designation form?

Name only living persons as beneficiaries, unless you are naming a trust, your estate or an organization. Do not name the same person or organization as both a primary and secondary beneficiary. Do not use the word or when designating multiple beneficiaries. Do not impose any conditions on payment.

Who is the primary beneficiary of Metlife?

Primary beneficiaries are first in line to inherit assets from your estate. These assets vary and may include funds in a living trust, a life insurance payout, or retirement plans. Primary beneficiaries are often those closest to you, such as your spouse.

Who is the primary beneficiary of MetLife?

Primary beneficiaries are first in line to inherit assets from your estate. These assets vary and may include funds in a living trust, a life insurance payout, or retirement plans. Primary beneficiaries are often those closest to you, such as your spouse.

How do I fill out a beneficiary designation?

Most beneficiary designations will require you to provide a persons full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.

How do I designate a beneficiary in Metlife?

Gather the name(s), date(s) of birth, Social Security/Tax ID number(s) and contact information for all of your beneficiaries. To request a new form call 800-638-7283 or you may download one by logging onto .metlife.com.

How do you designate beneficiaries?

Most beneficiary designations will require you to provide a persons full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.

Who do I put for beneficiary designation?

Write the names of the first beneficiary(ies) you would like to receive your benefit after you die. You may name an individual(s), entity (such as a charity, business, religious organization, funeral home, etc.), trust, or estate. You may name more than one.

Do I have to fill out beneficiary designation form?

If you get married or divorced, or have children or other life changes, standard sequence will follow those life changes. If you never file a beneficiary designation, your benefit will be paid ing to standard sequence at the time of your death.

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