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Metlife Beneficiary Change Form

Metlife Beneficiary Change Form 2025

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The document is a Group Term Life Insurance Beneficiary Designation form that requires the insured to designate primary and contingent beneficiaries for life insurance proceeds. It outlines the necessary information for each beneficiary, including their relationship to the insured and percentage shares, which must total 100%. The form also includes sections for individual beneficiaries, living trusts, testamentary trusts, estates, and charities. A signature is required to validate the designation, and instructions for submission are provided.

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Click ‘Get Form’ to open the Metlife Beneficiary Change Form in the editor.
Begin with SECTION I - Insured Information. Fill in your Customer Number, Policyholder Name, and personal details including your address, date of birth, phone number, and Social Security Number.
Move to SECTION II - Beneficiary Information. Designate at least one primary beneficiary by providing their full name, relationship to you, and percentage share of the benefits. Ensure that the total for primary beneficiaries equals 100%.
If applicable, list contingent beneficiaries following the same format as primary beneficiaries. Remember that their total share must also equal 100%.
Complete any additional sections for trusts or charities if necessary. Make sure to provide all required information accurately.
Finally, proceed to SECTION III - Signature. Sign and date the form as required before submission.

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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.

Who has the authority to change the beneficiary?

If a policyholder is alive, and the beneficiary designation is revocable, they have a right to change, add and remove life insurance beneficiaries as often as theyd like, but they should be careful when doing so, particularly if theyre married, because their spouse may have a right to 50% of the death benefit if

How hard is it to change a beneficiary on a life insurance policy?

Its simple to change a beneficiary, you just send the new persons details to your insurer. Its a good idea to have a few backups in mind at all times, as you never know when you might need to make a change.

Can a beneficiary be removed from a life insurance policy?

Other considerations for naming beneficiaries Contact your employers plan administrator to update beneficiaries. For some annuities, you may need to contact your plans trustee to make beneficiary changes.

How do I change the beneficiary on a life insurance policy?

Speak to a banker and let them know the following: What youd like to do with the beneficiary on the account. If the beneficiary is on, or should be on, multiple accounts.