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Metropolitan Life Insurance Company BENEFICIARY DESIGNATION Please read Instructions on next page before completing this form. Do not erase or attempt to make corrections; use a new form. Name of

How to fill out primary beneficiary designation

How to fill out primary beneficiary designation:

1. Gather necessary information: Before filling out the primary beneficiary designation form, gather the required information such as the full name, date of birth, and contact information of the primary beneficiary.
2. Understand the options: Familiarize yourself with the different options available for primary beneficiary designation, such as naming an individual or multiple individuals, a trust, or an organization. Determine which option suits your needs.
3. Review legal requirements: Ensure that you are aware of any legal requirements or restrictions regarding primary beneficiary designation. Consult with an attorney or financial advisor if needed.
4. Fill out the form accurately: Take your time and carefully complete all the required fields on the primary beneficiary designation form. Double-check the spelling of names and accuracy of information.
5. Add contingent beneficiaries: Consider designating contingent beneficiaries who would receive the assets if the primary beneficiary is unable or unwilling to accept them.
6. Review and update periodically: Review your primary beneficiary designation periodically and make updates if necessary. Life circumstances change, and it's important to ensure your designation reflects your current wishes.

Who needs primary beneficiary designation?

1. Anyone with assets: Whether you own a house, have investments, hold a life insurance policy, or have a retirement account, designating a primary beneficiary is essential. It ensures that your assets are distributed according to your wishes after your passing.
2. Individuals with dependents: If you have dependents such as children, elderly parents, or disabled family members, a primary beneficiary designation is vital. It ensures that the designated individual or trust will oversee the assets and take care of the financial needs of your dependents.
3. Individuals with specific wishes: If you have specific wishes regarding the distribution of your assets after your passing, a primary beneficiary designation allows you to have control over who receives them. This is particularly important if you want to support a charitable organization or leave a legacy for future generations.

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What is primary beneficiary designation?

Primary beneficiary designation is a legal document that designates who will receive the assets of a retirement account or insurance policy upon the death of the account holder or policyholder.

Who is required to file primary beneficiary designation?

Any individual who has a retirement account or insurance policy that allows for a primary beneficiary designation is required to fill out this form.

How to fill out primary beneficiary designation?

To fill out a primary beneficiary designation form, you must provide the name, relationship, and contact information of the individual(s) you wish to designate as primary beneficiaries.

What is the purpose of primary beneficiary designation?

The purpose of primary beneficiary designation is to ensure that your assets are distributed according to your wishes upon your death.

What information must be reported on primary beneficiary designation?

On a primary beneficiary designation form, you must report the full name, relationship, and contact information of the primary beneficiary.