Beneficiary designation - MetLife's eForms 2026

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  1. Click ‘Get Form’ to open the Beneficiary designation form in the editor.
  2. In Section 1, enter your TCA Account number, full name, address, Social Security number, and phone number. Ensure all information is accurate.
  3. Proceed to Section 2 to designate your beneficiaries. Fill out the applicable sections for primary and contingent beneficiaries, including their names, relationships, contact details, and percentage of proceeds.
  4. If designating a living trust or charity in Sections 4 and 7 respectively, provide the required details such as trust name or charity organization name along with their addresses.
  5. In Section 8, sign and date the form to validate your beneficiary designations. Remember to review all entries for accuracy before submission.
  6. Finally, submit the completed form by mail or fax as instructed in Section 9. Ensure you return all pages of the form regardless of your designation.

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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.
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.
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.

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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.
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.
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.
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.
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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