Get Absolute Assignment To Trust - Benefits From Metlife

Filling out the Absolute Assignment To Trust - Benefits From MetLife is an essential process to effectively designate a trustee for your life insurance benefits. This guide will provide you with clear, step-by-step instructions to ensure you complete the form accurately and efficiently.

Follow the steps to fill out the form correctly.

1. Click the ‘Get Form’ button to access the Absolute Assignment to Trust - Benefits From MetLife form and open it in your preferred online editor.
2. Begin filling in the form by providing the name of the employer or policyholder associated with the Group Life Insurance Program. Ensure accuracy to avoid delays.
3. Enter the insured's Social Security number and name in the specified fields. Include the insured's address, group policy number, and contact number for completeness.
4. Indicate whether a Continued Protection (Waiver of Premium) claim has been approved for the insured by selecting 'Yes' or 'No.'
5. If applicable, complete the Spouse Waiver section by signing and including the printed name of the spouse, as well as the date. This is required if the assignor is assigning benefits to someone other than their spouse.
6. In the section labeled 'I Hereby Assign, As A Gift, To,' enter the name and contact details of the trustee(s) to whom you are assigning your benefits. Also, include the title and date of the trust agreement that pertains to this assignment.
7. Sign your name next to the coverage types you intend to assign (e.g., Basic Life Insurance, Accidental Death and Dismemberment Insurance). This confirms your intentions regarding which benefits are being assigned.
8. Complete the final sections that require your signature, the witness's signature, and the date. Ensure all required signatures are present to validate the assignment.
9. Review the completed form for any errors or omissions. Once confirmed, you can save your changes, download a copy, print the form, or share it as needed.

Ensure your life insurance benefits are properly assigned by completing the Absolute Assignment To Trust form online today.