Get Metlife Jy5998 2009-2026

Filling out the MetLife JY5998 form is a crucial step for any individual wishing to designate beneficiaries for their insurance policy. This guide provides clear, step-by-step instructions to help users complete the form accurately and efficiently.

Follow the steps to successfully complete the MetLife JY5998 form.

1. Press the ‘Get Form’ button to obtain the MetLife JY5998 form and open it in your document editor.
2. At the top of the form, enter the name of the employer, the group certificate number, the group policy number, and the insured’s social security number.
3. Designate the primary beneficiaries by filling in their full names, relationship to the insured, date of birth, and address. Indicate the share percentage for each primary beneficiary, ensuring the total equals 100%.
4. In the event that the primary beneficiary predeceases the insured, provide the information for any contingent beneficiaries in the same manner as the primary beneficiaries, ensuring their total share percentage also adds to 100%.
5. If applicable, fill in the trust designation section if a trust is established. Provide the name and address of the trustee, the title of the trust agreement, and the date of execution.
6. Complete the section for a trustee under your will if applicable, providing the necessary details.
7. Sign and date the form at the bottom, ensuring that you have included your daytime phone number and address.
8. Make a copy of the completed form for your personal records, and submit the original to the appropriate MetLife address provided in the instructions.

Start filling out your MetLife JY5998 form online to ensure your beneficiaries are designated correctly.