Get Metlife Annuity Beneficiary Change Form

This guide provides clear and concise instructions for filling out the Metlife Annuity Beneficiary Change Form online. Ensuring your beneficiaries are correctly designated is an important step in managing your annuity.

Follow the steps to accurately complete the form.

1. Press the ‘Get Form’ button to access and open the Metlife Annuity Beneficiary Change Form in your editor.
2. Start by filling in the contract owner's information in section 1. Provide the annuity contract number, contract owner name, and any joint owner or entity name if applicable.
3. In section 2, identify your primary beneficiaries by entering their name, relationship, phone number, address, social security or taxpayer ID number, date of birth (or trust), and share percentage. Ensure the total share percentage amounts to 100%.
4. If applicable, check the 'Per stirpes' box for any deceased primary beneficiaries to ensure their share is distributed to their legal descendants.
5. Continue filling out the contingent beneficiaries in section 2. These individuals will receive assets only if no primary beneficiaries are alive. Repeat the same information fields as for primary beneficiaries.
6. Move to section 3, where all contract owners must sign and date the form. Ensure that signatures are completed according to the instructions, acknowledging the form's terms and beneficiaries.
7. Once all required fields are filled out correctly, save your changes. You can then download, print, or share the completed form as needed.

Start filling out your Metlife Annuity Beneficiary Change Form online today to ensure your beneficiaries are properly designated.