Metlife beneficiary form 2026

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  1. Click ‘Get Form’ to open the MetLife Beneficiary Form in our editor.
  2. Begin by filling in the insured’s Name of Employer, Group Policy Number, and Social Security Number at the top of the form. This information is crucial for identifying your policy.
  3. Next, designate your Primary Beneficiary(ies). For each beneficiary, provide their full name, relationship to you, date of birth, address, and percentage share. Ensure that the total shares equal 100%.
  4. If applicable, fill out the Contingent Beneficiary section similarly. This ensures that if your primary beneficiaries are not available, your assets will still be distributed according to your wishes.
  5. If you wish to designate a Trust(ee), complete one of the Trust(ee) Designation sections instead of listing primary or contingent beneficiaries. Include all required details about the trust.
  6. Finally, sign and date the form at the bottom. Retain a copy for your records and submit it to your employer.

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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.
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).
Beneficiaries typically need to alert the life insurance company to the insureds death by filing a claim. If you have the policy documents, they will tell you everything you need to know about the coverage and how to file a claim.
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.
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.

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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.

metlife beneficiary designation form