Metlife life beneficiary form 2026

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  1. Click ‘Get Form’ to open the MetLife Life Beneficiary Form in our editor.
  2. Begin by filling out Section 1, 'About the Insured.' Enter your first name, middle name, last name, date of birth, Social Security number, address, and contact information. Ensure all details are accurate.
  3. In Section 2, 'About the Plan,' select the applicable group term life coverage. If you need to name separate beneficiaries for different coverages, photocopy the form and complete a new one for each type.
  4. Proceed to Section 3 for 'Primary Beneficiaries.' List at least one primary beneficiary by providing their full name, date of birth, Social Security number, relationship to you, and percentage of proceeds assigned. Ensure that total percentages equal 100%.
  5. If applicable, fill out Section 4 for 'Contingent Beneficiaries.' Repeat the process as in Section 3 but remember that these beneficiaries only receive proceeds if all primary beneficiaries are deceased.
  6. Complete Section 6 by signing and dating the form. Review your entries carefully and ensure any corrections are initialed.
  7. Finally, submit the completed form to your employer or benefits administrator as instructed in Section 7.

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How to name a beneficiary. Most financial services companies provide a form or website for you to designate your beneficiary so they have it on file with your other account or policy information.
Life insurance Complete your beneficiary change directly with MetLife on their website. If you have any questions regarding making a beneficiary change or if you prefer to complete a paper beneficiary change, please contact MetLife at 1-866-548-7139.
Primary Beneficiaries 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.
Funds can be received in the following ways. Receive a check via USPS within 5 business days. Please note mail delivery times may vary. Deposit funds into an interest bearing, no fee MetLife Total Control Account (claim minimum $50,000 payable to you).
How to name a beneficiary on your life insurance policy Fill out the beneficiary designation form supplied by your insurance provider. Set your beneficiary designations directly through an online portal on your providers website. Call your provider and designate your beneficiaries over the phone.

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People also ask

The Beneficiary Change form should be used to make changes or corrections to your beneficiary information. You can download the form from our self-service page, metlife.com/annuityforms.
Yes, you can add a beneficiary to various accounts, including checking, savings and retirement accounts. You can generally do this online via your banks website or app, or in person at a local branch.
How to add a beneficiary to a life insurance policy. You can add a beneficiary to your life insurance plan when you first write your policy into a Discretionary Trust, or at a future date. To add a beneficiary, ask your insurer for a change of beneficiary form, which you can sign and return by email or post.

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