Get What Is A Metlife Total Control Account (tca)?

Filling out the What Is A MetLife Total Control Account (TCA)? form can be a straightforward process with the right guidance. This guide will provide you with step-by-step instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to navigate and complete your TCA form online.

1. Click the ‘Get Form’ button to access the TCA form and open it for editing.
2. In Section 1, provide your account information. Enter your TCA account number, full name (first, middle, last), address, Social Security Number, and phone number.
3. Proceed to Section 2 to designate your primary beneficiaries. Fill in the required fields, including each beneficiary's name, relationship to you, address, date of birth, Social Security Number, and the percentage of proceeds you wish to assign to each individual. Ensure that the total percentages for primary beneficiaries add up to 100%.
4. Complete Section 2 by naming your contingent beneficiaries in the same manner as primary beneficiaries, making sure to note their respective shares of proceeds.
5. If applicable, navigate to Section 3 to designate a living trust, including the trust name, trustee details, and percentage allocation.
6. If you wish to designate a testamentary trust, fill out Section 4 with the relevant information of the trustee and the assigned percentage.
7. In Section 5, if you are selecting your estate as a primary beneficiary, only fill in that section. If it's your contingent beneficiary, specify primary beneficiary information.
8. Complete Section 6 to name any charity or organization as a beneficiary, including their address and your intended percentage allocation.
9. In Section 7, sign and date the form to confirm your beneficiary designations.
10. Review the document thoroughly and ensure all required details are complete. Finally, save any changes before submitting.

Complete your forms online today to ensure your beneficiary designations are current.