Metlife change of ownership form 2026

1. Click ‘Get Form’ to open the MetLife Change of Ownership form in our platform.
2. 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.
3. 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.
4. 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.
5. Finally, complete Section A4 by signing and dating where indicated. If there is a Joint Owner, ensure they also sign.

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