Get Metlife Tcabenedesig (formerly Jy6004) 2017-2025

This guide will assist you in completing the Metlife TCABENEDESIG form online. It outlines the essential steps and provides detailed instructions to ensure accurate beneficiary designation for your Total Control Account.

Follow the steps to properly complete the form.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editor.
2. In Section 1, fill out your account information, including your Total Control Account number, first name, middle initial, last name, street address, city, state, and ZIP code. Also, provide your Social Security number or Tax ID number and phone number.
3. Proceed to Section 2 to designate your beneficiary(ies). Complete the applicable sections (3 through 7) by providing the necessary details for each primary and contingent beneficiary.
4. For each beneficiary, enter their first name, middle initial, last name, street address, city, state, ZIP code, relationship to you, phone number, Social Security number, and date of birth. Specify the percentage of proceeds assigned to each beneficiary, ensuring that the total equals 100%.
5. If needed, complete Section 4 to designate a living trust or testamentary trust. Include the trust name, trustee information, and percentage of proceeds.
6. In Section 6, if you choose to designate your estate as a beneficiary, ensure you have a primary beneficiary named. Fill out the estate representative’s name and percentage of proceeds.
7. Complete Section 7 for designating a charity or organization as a beneficiary, providing the charity's name, contact information, and percentage of proceeds.
8. In Section 8, sign and date the form, confirming your beneficiary designations. Ensure all pages of the form are included.
9. Finally, submit the completed form by mailing or faxing it to MetLife at the address or fax number provided in Section 9.

Complete your Metlife TCABENEDESIG form online to ensure your beneficiary designations are accurately recorded.