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Get Metropolitan Life Beneficiary Form Group 2018-2025
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How to fill out the Metropolitan Life Beneficiary Form Group online
Completing the Metropolitan Life Beneficiary Form Group online is a crucial step in ensuring your beneficiaries are designated correctly. This guide provides clear, step-by-step instructions to help users navigate the process with ease.
Follow the steps to successfully complete the form.
- Press the ‘Get Form’ button to acquire the Metropolitan Life Beneficiary Form Group and open it in your editor.
- Begin filling in your Employer's name, Group Policy Number, and the Insured’s Social Security Number at the top of the form. This information is necessary for processing your beneficiary designation.
- Designate primary beneficiaries by entering their full name, relationship to the insured, date of birth, address, and share percentage. Make sure that total shares equal 100%.
- If applicable, designate contingent beneficiaries using the same information required for primary beneficiaries. Ensure that their total shares also equal 100%.
- If you wish to assign a trustee, complete one of the Trust(ee) designation sections. Input the trustee’s name, address, agreement title, and execution date. Remember to skip the primary and contingent beneficiary sections if you select this option.
- In the designated section, provide the name of the insured or owner (if assigned), their daytime phone number, street address, and sign and date the form.
- Review the form for accuracy and make a copy for your records before submitting.
- Submit the completed form to the MetLife Recordkeeping Center for processing. If you need to designate additional beneficiaries beyond what the form allows, use extra copies and clearly indicate their sequence.
Complete your Metropolitan Life Beneficiary Form Group online today to ensure your beneficiaries are properly designated.
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You should list beneficiaries clearly, starting with primary beneficiaries followed by contingent beneficiaries. On the Metropolitan Life Beneficiary Form Group, write full names, relationships, and any percentages you want to allocate to each. This structured approach ensures that your intentions are clear and easily understood by your insurance provider.
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