Metlife form beneficiary insurance 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the Name of Association, Group Policy Number, and Insured’s Social Security Number at the top of the form. This information is crucial for identifying your policy.
3. Fill out the Primary Beneficiary section. For each beneficiary, provide their Full Name, Relationship to you, Date of Birth, Social Security Number, Address, and Share Percentage. Ensure that the total share percentages equal 100%.
4. If applicable, complete the Contingent Beneficiary section in a similar manner as the Primary Beneficiary section. This ensures that your insurance proceeds are distributed according to your wishes if primary beneficiaries are unavailable.
5. If you wish to designate a Trust(ee), fill out one of the Trust(ee) Designation sections instead of listing primary or contingent beneficiaries. Include all required details about the Trust(ee).
6. Finally, sign and date the form at the bottom. Retain a copy for your records before submitting it as instructed.

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