NBL Life & Health Insurance Forms 2025

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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If youre enrolling in or making changes to a group life insurance or disability plan, you may be asked to complete a Statement of Health (SOH), also known as Medical Evidence of Insurability (MEOI). In short, its a list of questions you need to answer about your overall health (more on these below).
You may surrender the policy for its cash surrender value during the lifetime of the insured. We will determine the cash surrender value as of the date we receive your request in writing. The policy will have no further value.
Ive completed the appropriate form and gathered the necessary documents; how do I submit my claim for review? Online. If youre an individual beneficiary: complete online. Email to INDlifeclaims@metlife.com. Fax to 1-908-655-9586. Mail via USPS to the address provided on your claim kit.
If you need any assistance, please call us, toll-free at (800) 221-2554. ➢ All sections of the Claimants Statement must be filled out completely by the Claimant (the beneficiary). The Claimant must sign the bottom of the form and the signature must be notarized.
How do I file a life insurance claim? Get several copies of the death certificate. Call your insurance agent. He or she can help you fill out the necessary forms and act as an intermediary with the insurance company. Submit a certified copy of the death certificate from the funeral director with the policy claim.
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The IRS Federal Form 712 reports the value of a life insurance policys proceeds after the insured dies for estate tax purposes. Because its typically the executor who manages the financial affairs of the deceased, its the executors responsibility to file the form - along with an estate tax return if needed.
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).

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