Get Beneficiary Designation - Uga Division Of External Affairs - Externalaffairs Uga

Completing the Beneficiary Designation form is an essential process for ensuring that your insurance proceeds are distributed according to your wishes. This guide will help you understand each section of the form and provide clear, step-by-step instructions for filling it out online.

Follow the steps to accurately complete the Beneficiary Designation form.

1. Press the ‘Get Form’ button to access the Beneficiary Designation form and open it in the editor.
2. At the top of the form, enter the insured's Name of Employer, the Group Policy Number, and the Insured's Social Security Number.
3. In the primary beneficiary section, provide the full name, relationship, date of birth, and address for each primary beneficiary. Make sure that the percentages of shares add up to 100%.
4. If applicable, designate your contingent beneficiaries with the same required information as listed for primary beneficiaries. Again, ensure the total shares equal 100%.
5. If you are appointing a trustee, fill out the Trust(ee) Designation section with the trustee's name, address, title of the agreement, and execution date.
6. Complete the signature section at the bottom of the form, including the name of the insured or owner, daytime phone number, address, and signature along with the date signed.
7. Review all entered information for accuracy. After completing the form, you can save, download, or print it for your records. Ensure to submit the completed form to the MetLife Recordkeeping Center as instructed.

Complete your Beneficiary Designation form online today to ensure your beneficiaries are accurately designated.