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This form is used to nominate beneficiaries for death benefits payable from your MetLife Retirement Portfolio. You can provide a new nomination or replace an existing one, designating individuals, trusts, or charities to receive benefits.
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How to fill out beneficiary nomination form
How to fill out beneficiary nomination form
01
Obtain the beneficiary nomination form from your employer or the relevant financial institution.
02
Read the instructions carefully to understand the requirements.
03
Fill in your personal details, including your full name, address, and contact information.
04
Identify the primary beneficiaries by providing their names, relationships to you, and percentage of benefits they will receive.
05
If desired, list contingent beneficiaries who would receive benefits if the primary beneficiaries are unavailable.
06
Sign and date the form to validate your nominations.
07
Submit the completed form to the appropriate department or office as instructed.
Who needs beneficiary nomination form?
01
Individuals who have life insurance policies.
02
Employees who are part of a retirement plan.
03
People with bank accounts that allow for beneficiary designations.
04
Anyone wanting to ensure that their assets are distributed according to their wishes after death.
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What is beneficiary nomination form?
A beneficiary nomination form is a document that allows an individual to designate one or more beneficiaries who will receive their assets or benefits upon their death.
Who is required to file beneficiary nomination form?
Individuals who have financial accounts, retirement plans, or insurance policies that allow for beneficiary designations are typically required to file a beneficiary nomination form.
How to fill out beneficiary nomination form?
To fill out a beneficiary nomination form, one must provide personal information, specify the beneficiaries' names and details, and sign and date the form as required.
What is the purpose of beneficiary nomination form?
The purpose of the beneficiary nomination form is to ensure that the individual’s assets are distributed according to their wishes after their death, avoiding probate issues.
What information must be reported on beneficiary nomination form?
Information that must be reported includes the individual's name, address, account or policy number, the names and contact information of the beneficiaries, and their relationship to the individual.
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