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Group Insurance Beneficiary Designation This form MUST be signed before you return it. See SECTION III Signature on page 3. SECTION I Insured Information Association Number TS 05138222 Association
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How to fill out metlife beneficiary designation
How to fill out metlife beneficiary designation:
01
Start by obtaining the beneficiary designation form from MetLife, either through their website or by contacting their customer service.
02
Fill in your personal information including your name, address, and social security number.
03
Identify the policy to which the beneficiary designation applies. Provide the policy number and any other relevant details.
04
Specify the beneficiaries you want to designate. Include their full names, addresses, social security numbers, and their respective percentage shares of the policy proceeds.
05
If you want to name secondary or contingent beneficiaries, provide their information as well. These individuals will receive the proceeds if the primary beneficiaries are unable to do so.
06
Indicate any special instructions or conditions you have for the distribution of the policy proceeds.
07
Review the completed form for accuracy and make any necessary corrections or changes.
08
Sign and date the beneficiary designation form.
09
Return the form to MetLife according to their instructions, which may include mailing it or submitting it online.
Who needs metlife beneficiary designation:
01
Anyone who owns a MetLife insurance policy should consider completing a beneficiary designation form.
02
It is particularly important for individuals who want to ensure that their life insurance proceeds are distributed according to their wishes.
03
People who have significant assets or specific plans for their policy proceeds may also find it beneficial to designate beneficiaries.
04
Both individual policyholders and group policyholders may need to complete a beneficiary designation form. It is essential to consult the specific terms and conditions of the policy to determine the requirements.
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