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Metlife change of beneficiary form

Metlife change of ownership form 2026

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The document is a 'Contract Records Change Form' for Metropolitan Life Insurance Company, allowing individuals to update their address, name, or ownership details on their insurance contracts. It includes sections for providing personal information, reasons for changes, and signatures required for processing these updates.

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Click ‘Get Form’ to open the MetLife Change of Ownership form in our platform.
Begin by filling out Section A1, where you will provide your current address, name, and owner details. Ensure you check the appropriate boxes for any information that needs updating.
In Section A2, if you are changing a name, specify whether it’s for the Owner, Joint Owner, Annuitant, or Beneficiary. Clearly write the previous and new names as required.
For ownership changes in Section A3, enter the new Owner's and Joint Owner's details including their relationship to the Annuitant(s), date of birth, and address. Be mindful of tax implications as noted in this section.
Finally, complete Section A4 by signing and dating where indicated. If there is a Joint Owner, ensure they also sign.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I borrow money from my MetLife life insurance?

Can I take a loan from my policy and what is the impact? Loans are allowed any time after issue, provided there is available loan value within the policy or attached riders. Loans will decrease the cash surrender value and death benefit of the policy, and loans will accrue interest.

What is the penalty for early withdrawal from MetLife?

Each beneficiary needs to submit a claim kit in order to get paid. Well pay each beneficiary their proceeds separately as we receive the required claim documents from each of them. We dont require all beneficiaries to make a claim before making payment to each individual.

Does MetLife go by another name?

We have separated part of our U.S. business from MetLife to become its own company, called Brighthouse Financial, Inc. As a separate company, Brighthouse Financial focuses on retail products for consumers. Learn more about Brighthouse Financial.

Can you withdraw money from MetLife life insurance?

Can I take a withdrawal and what is the impact to my Whole Life policy? Generally speaking, you can withdraw the value of any accrued dividends or the cash value of any paid-up additional insurance purchased for your policy. This withdrawal will reduce the death benefit.

Are you able to take money out of your life insurance policy?

Distributions before age 59 may be subject to an additional 10 percent tax penalty, unless an exception applies.

metlife beneficiary change form

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How do I change my name on my life insurance policy?

Notify the Insurance Provider: Reach out to your insurance provider through their designated communication channels (phone, email, or online contact form) and inform them of your intent to change your name in the policy. Provide them with your policy details and explain the reason for the name change.