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Click ‘Get Form’ to open the MetLife Beneficiary Designation form in the editor.
Begin by entering the Name of Association, Group Policy Number, and Insured’s Social Security Number at the top of the form.
In the Primary Beneficiary section, provide the full name, relationship, date of birth, Social Security number, address, and share percentage for each beneficiary. Ensure that total shares equal 100%.
If applicable, fill out the Contingent Beneficiary section with similar details as above for those who will receive benefits if primary beneficiaries are not available.
For Trust(ee) Designation, complete either of the two sections provided based on whether it is an inter vivos trust or a trust under your Will. Include all required information.
Finally, sign and date the form at the bottom. Retain a copy for your records before submitting it to MetLife.
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Naming a beneficiary is as simple as filling out the appropriate fields on your insurance contract application. Fill in this information as completely as possible to include every beneficiarys full legal name, contact information and Social Security number (or tax ID number if your beneficiary is an organization).
How do you fill out a beneficiary paperwork?
Most beneficiary designations will require you to provide a persons full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.
How long does it take for a beneficiary to receive money from MetLife?
* With a Total Control Account you also have the option of receiving a debit card thats accepted anywhere Visa is accepted. To learn more about this option please visit, MetLifeRetailTCA.MetLife.com. 2. Receive a check via USPS within 5 business days.
How to fill out a MetLife beneficiary form?
Gather the name(s), date(s) of birth, Social Security/Tax ID number(s) and contact information for all of your beneficiaries. The beneficiaries you name on this form apply to your Group Term Life insurance coverage insured by MetLife. To name additional beneficiaries, attach a separate page.
How do I add a beneficiary to my insurance?
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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How do I fill out a beneficiary form?
To file a claim, the beneficiary will need to notify the insurance companys claims department. The claims department then sends a form for the beneficiary to complete and return along with the policy and a certified copy of the insureds death certificate.
What do you write in a beneficiary type?
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.
Related links
MetLife-Beneficiary-Designation-Form.pdf
Primary Beneficiary: Your primary beneficiary should be the individual(s) or organization that you wish to receive the insurance proceeds. You may have the
Use this form to name the persons or entities you want to receive your life insurance proceeds after your death. Metropolitan Life Insurance Company. Things to
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