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MetLife Insurance Forms

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Beneficiary Designation

Metropolitan Life Insurance Company

Please read instructions on next page before completing this form. Do not erase or attempt to make corrections; use a new form.

Name of Employer:

Group Policy No.: Insured’s Social Security No.:

In accordance with the conditions of the Group Policy listed above, I hereby revoke any previous designations of primary beneficiary(ies) and contingent beneficiary(ies) (if any) and designate as primary beneficiary(ies) and contingent beneficiary(ies) (if any) in the event of the insured’s death, the following:

Primary Beneficiary Designation

Full Name (Last, First, Middle Initial) Relationship Date of Birth Address (Street, City, State, Zip) Share %

Payment will be made in equal shares or all to the survivor unless otherwise indicated. TOTAL: 100%

In the event said primary beneficiary(ies) predecease(s) the insured, I designate as contingent beneficiary(ies)

Contingent Beneficiary Designation

Full Name (Last, First, Middle Initial) Relationship Date of Birth Address (Street, City, State, Zip) Share %

Payment will be made in equal shares or all to the survivor unless otherwise indicated. TOTAL: 100%

If no beneficiary or contingent beneficiary designated shall be living following the insured’s death, the amount payable by reason of the insured’s death shall be payable as provided in the Group Policy.

Note: See Next Page for Important Information

Trust(ee) Designation (applies only if a trust has been created in an executed trust agreement)

Name of Trustee(s):

Address: City: State: Zip Code:

and successor(s) in trust, as Trustee(s) under Dated

MetLife shall not be responsible for the application or disposition of the proceeds by said Trustee(s), and the receipt of the proceeds by said Trustee(s) shall be full discharge of the liability of MetLife under the Group Policy.

If this form is executed by the insured, it is understood and agreed, however, that if MetLife receives proof satisfactory to it that the aforesaid trust has been revoked or is not in effect at the insured’s death, the beneficiary shall be the insured’s Estate, and payment to the estate’s legal representative based on such proof shall be full discharge of liability of MetLife under the Group Policy or certificate.

If this form is executed by the current owner (who is not the insured), it is understood and agreed, however, that if MetLife receives proof satisfactory to it that the aforesaid trust has been revoked or is not in effect at the insured’s death, the beneficiary shall be the current owner, if living at the insured’s death, or the current owner’s estate if the current owner is not living at the insured’s death, and payment to the estate’s legal representative based on such proof shall be full discharge of liability of MetLife under the Group Policy or certificate.

Trust(ee) (Under Will) Designation (applies only if a trust has been set forth in your Will)

The trust(ee) under any last Will and Testament of mine as shall be admitted to probate.

If for any reason whatsoever, no Trust(ee) under any such last Will and Testament shall be duly appointed, I hereby designate My Estate as beneficiary and any payment made in good faith to the legal representative of my estate shall be full discharge of the liability of MetLife under the Group Policy.

I reserve the right to change the designated beneficiary(ies) at any time without (his/her/their) consent.

(Please Print)

Name of Insured or Owner (if assigned):

Street Address:

Signature of Insured or Owner (if assigned):

Daytime Phone No.:

City: State: Zip Code:

Date Signed:

Submit Completed Form To Employer and Retain a Copy for Your Records

General Beneficiary Information

You may find the following definitions helpful in completing your Beneficiary Designation form.

Primary Beneficiary: Your primary beneficiary should be the individual(s) or organization that you wish to receive the insurance proceeds. You may have the proceeds divided among several primary beneficiaries. To do this, you must indicate what percentage of the proceeds you would like them to receive. Your total shares must equal 100%.

Contingent Beneficiary: Your contingent beneficiary should be the individual(s) or organization that you wish to receive the insurance proceeds if your primary beneficiary(ies) predecease(s) the insured. You may have the proceeds divided among several contingent beneficiaries. To do this, you must indicate what percentage of the proceeds you would like them to receive. Your total shares must equal 100%.

Trust(ee) Designation: If you plan to have the insurance proceeds distributed through a Trust, you should complete this section with the appropriate information. Your Trust(ee) will be held fully responsible for the application for and disposition of the insurance proceeds.

This section should only be used if you have a legally drawn inter vivos trust agreement or an appropriate Trust(ee) is designated under your Last Will and Testament. If you complete this section, do NOT complete the Primary or Contingent Beneficiary sections.

An inter vivos trust is a trust established during the life of the trustor (the person who creates the trust) for the benefit of the trustor or other living persons.

Instructions for Completing Beneficiary Designation

1. Fill in the insured’s Name of Employer, Group Policy Number (found on your Certificate) and Social Security Number at the top of the form. At the bottom of the form, fill in the name of the insured person or owner (if assigned), the daytime phone number, address, and sign and date the form.

2. Fill in the Primary Beneficiary(ies) and Contingent Beneficiary(ies), if any. For each Primary and Contingent Beneficiary listed, enter the relationship (when the relationship of the beneficiary is other than by blood or marriage, the relationship should be shown as “Nonrelative”), date of birth, address(es) (permanent residence) and percentage of share (all shares must add up to 100%).

3. If you wish to name a Trust(ee) as beneficiary, complete one of the two Trust(ee) Designations instead of the Primary and Contingent Beneficiary sections. If the trust is an inter vivos trust, check only the first Trust(ee) Designation box, and complete the top Trust(ee) designation. You should enter (1) the name and address of the Trust(ee); (2) the Title of the Agreement; and (3) the date of its execution. NOTE: AN INTER VIVOS TRUST MUST BE A LEGALLY DRAWN AGREEMENT.

If you wish to make a Trust(ee) under Will Designation, check only the second Trust(ee) Designation box. NOTE: A TRUST(EE) UNDER WILL (OR TESTAMENTARY TRUST(EE) MUST BE ESTABLISHED UNDER THE LEGALLY DRAWN LAST WILL AND TESTAMENT OF THE INSURED OR OWNER (IF ASSIGNED).

4. The owner of the coverage should sign and date the form in the spaces provided. Retain a copy for your records.

5. Give the completed form to the Employer.

If you wish to name more beneficiaries than this form provides for, secure an additional copy. Complete your list of beneficiaries on that form. Attach the additional form to the first, indicating clearly on each form the number of additional forms attached. For example, if three forms are used, number the forms as follows: 1 of 3, 2 of 3 and 3 of 3.

It is important that you review your beneficiary designation periodically to ensure that the beneficiary information you supplied is up to date.

You may change or revoke your beneficiary designation at any time by completing a new Beneficiary Designation form.

PLEASE NOTE

If death occurs and a minor (a person not of legal age) or your estate is the beneficiary, it will be necessary to have a guardian or an administrator appointed before any death benefit can be paid. This means court expenses for the beneficiary and delay in the payment of the insurance proceeds. Please take this into consideration when naming your beneficiary.

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What MetLife Insurance Forms Are and how they’re used

MetLife Insurance Forms are standardized documents used to request, update, or claim benefits under MetLife-issued insurance products. Common examples include beneficiary designation forms, beneficiary change requests, proof of loss statements, claim intake forms, policy change requests, and assignment documents for group or individual policies. These forms collect policyholder identifiers, beneficiary details, coverage and claim information, and required signatures to document consent and authorize benefit payments. Accurate completion helps speed adjudication, avoid disputes, and ensures records reflect the insured party’s current wishes.

Why accurate MetLife Insurance Forms matter

Correctly completed forms reduce processing delays, lower the risk of claim denials or misdirected payments, and create a clear legal record of beneficiary designations and policyholder instructions for future reference.

Why accurate MetLife Insurance Forms matter

Who commonly completes and relies on these forms

Typical users range from individual policyholders to employers administering group benefits; each has distinct responsibilities when completing MetLife forms.

  • Individual policyholders and claimants who provide personal, beneficiary, and claim information to initiate benefit requests or make changes.
  • Insurance agents and brokers who assist clients in completing enrollment, beneficiary, and change-of-beneficiary forms accurately.
  • Employers and benefits administrators who manage group life or disability forms, confirm eligibility, and submit documentation to MetLife.

Clear role expectations improve accuracy and reduce follow-up requests that delay processing.

Primary signers and form owners

Policyholder

The insured or policy owner must provide full legal name, SSN/TIN, date of birth, and signature. Their signature establishes intent and consent for beneficiary designations and policy changes.

Benefits Administrator

An employer-designated administrator or HR representative completes employer sections, verifies employee eligibility, and submits group forms; they must keep copies and confirm processing with the carrier.

Essential data elements on MetLife Insurance Forms

Policy Number: Unique identifier for the account
Insured Name: Full legal name as on ID
SSN/TIN: Tax ID required for reporting
Date of Birth: Use MM/DD/YYYY format
Beneficiary Details: Full name, relationship, share percentage
Signature and Date: Handwritten or e-signed with timestamp

Consequences of incorrect or incomplete forms

Delayed Payouts: Processing pauses until corrections made
Denial Risk: Material errors can cause claim denials
Backup Withholding: Backup withholding may apply, 24%
Tax Reporting Issues: Incorrect TINs trigger IRS notices
Legal Disputes: Ambiguous beneficiaries invite litigation
Regulatory Fines: Noncompliance may prompt penalties

Common preparation and submission pitfalls

  • Missing or inconsistent beneficiary names between form and policy lead to delays while identity is verified and documents reconciled.
  • Failure to include required supporting documents such as proof of death, medical records, or claimant ID causes processing holdbacks.
  • Using nicknames or initials instead of full legal names can create mismatches with tax or death records and require rework.
  • Unsigned pages, missing dates, or partial completion of required fields are routine causes of returned forms and longer adjudication timelines.

Step-by-step: completing and submitting a MetLife form

Follow these core steps to prepare, verify, and submit forms to MetLife with minimal follow-up.

  • 01
    Gather Documents: Collect policy, ID, and supporting evidence
  • 02
    Complete Form: Enter all required fields accurately
  • 03
    Authenticate Signers: Confirm signer identity per instructions
  • 04
    Submit and Retain: Send to MetLife and save a dated copy

When you need to update or revise a submitted form

Use this checklist for common revision workflows, from corrections to formal beneficiary changes.

01

Identify Error:

Note exact incorrect field and correct value
02

Obtain Consent:

Get the required signer approval or affidavit
03

Complete Amendment:

Fill out change form or supplemental document
04

Authentication:

Sign and notarize if policy requires
05

Resubmit:

Send to designated MetLife intake channel
06

Confirm Receipt:

Request written acknowledgment of update

Electronic workflow: from upload to carrier processing

This sequence describes a typical eSubmission workflow when using an electronic signing and delivery platform.

  • Upload Document: Sender uploads the completed form to the eSignature platform
  • Assign Signers: Add signer emails, roles, and signing order
  • Authenticate Signers: Use email, SMS, or stronger verification as required
  • Submit to Carrier: Signed PDF and audit trail are forwarded to MetLife

Configuring an online form for MetLife submissions

Key configuration settings to create a reliable digital submission workflow for insurance forms.

Field Configuration
Required Fields Mark policy number, SSN, and signature as required
Conditional Logic Show supporting-document upload when claim type selected
Authentication Method Use email+SMS or KBA for high-risk submissions
Notifications Enable signer reminders and confirmation receipts

Technical considerations for electronic signing and delivery

Ensure the platform you use supports secure e-signing, audit trails, and the file formats required by MetLife.

  • Integrations: Salesforce, Microsoft 365, NetSuite supported by many platforms
  • File Formats: PDF and DOCX are commonly accepted formats
  • Authentication: Email, SMS, KBA, or multi-factor options

Typical timelines and processing expectations

Processing times and deadlines vary by form type and policy; these are common timing expectations to guide submission and follow-up.

Claim Filing Window:

Many policies request claims within 90 days of event; check your policy

Beneficiary Changes Effective Date:

Changes typically effective when carrier processes the form

Tax Reporting Deadlines:

IRS reporting deadlines apply for taxable disbursements and reporting

Expected Acknowledgment:

Carriers often acknowledge receipt within 7–14 business days

Follow-up Timing:

Wait 14 days before contacting carrier for status updates

Key milestones from submission to resolution

A sequential view of typical stages that occur after a MetLife form is submitted electronically.

01

Preparation

Assemble form, ID, and supporting documents before submission

02

Submission

Send completed and signed form through the carrier’s intake channel

03

Adjudication

Carrier reviews documents, requests clarifications as needed

04

Resolution

Carrier issues payment, denial, or confirmation of change

Frequently asked questions about MetLife Insurance Forms

Answers to common questions about completion, e-signing, notarization, and what to do when documents are rejected or incomplete.


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Comparing eSignature options commonly used for insurance forms

A concise feature and pricing comparison for common eSignature platforms; signNow appears first per platform data and is presented with verified pricing where available.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by vendor Varies by vendor Varies by vendor Varies by vendor
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

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