Gr Tr Bene Form PDF Details

Life insurance is a cornerstone of financial planning, allowing individuals to provide for their loved ones even after they're gone. The Group Term Life Insurance Beneficiary Designation form, supplied by the Metropolitan Life Insurance Company, plays a crucial role in this process. It specifically enables policyholders to name or change the beneficiaries who will receive the insurance proceeds. This form highlights the importance of providing detailed information for each beneficiary, including their names, dates of birth, Social Security or Tax ID numbers, and contact details. Whether naming a person, a trust, or a charity, understanding the distinction between primary and contingent beneficiaries ensures that the proceeds are distributed according to the policyholder's wishes should the unexpected happen. Instructions within the form caution that filling it out supersedes all previous designations and stress the significance of accuracy—errors must be crossed out, initialed, and the total proceeds percentages for both primary and contingent beneficiaries must precisely total 100%. Additionally, the document includes guidance for designating proceeds to estates, trusts, or organizations, making it a comprehensive tool for ensuring your life insurance benefits are allocated exactly as you intend. Completing this form correctly and returning it as instructed guarantees that your final wishes regarding your group term life coverage are clearly communicated and will be followed by MetLife.

QuestionAnswer
Form NameGr Tr Bene Form
Form Length4 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min
Other namesbene emp1, trbene metropolitan, metlife beneficiary form, gr bene download

Form Preview Example

Metropolitan Life Insurance Company

Group Term Life Insurance Beneficiary Designation

Use this form to name the persons or entities you want to receive your life insurance proceeds after your death.

Things to know before you begin

•Completing this form replaces your existing beneficiary designations. Please provide details for each beneficiary, even if you have already given us this information in the past.

•Gather the name(s), date(s) of birth, Social Security/Tax ID number(s) and contact information for all of your beneficiaries.

•The beneficiaries you name on this form apply to your Group Term Life insurance coverage insured by MetLife.

•To name additional beneficiaries, attach a separate page. Provide the requested information including the beneficiary type (primary or contingent) and the % proceeds for each. Sign and date these page(s), making sure the date is the same as the date next to the signature on this form.

•Please complete and return all pages or we can't record your choices.

If you make a mistake anywhere on this form, cross it out and initial it.

SECTION 1: About the Insured

First name

Middle name

Last name

Date of birth (mm/dd/yyyy)

Social Security number

Phone number

Address

City

State

ZIP

Employer name

Customer number

SECTION 2: About the Plan

The beneficiaries you name on this form apply only to the MetLife-insured plan(s) selected below:

All group term life coverage currently in effect

OR

Basic Life

Supplemental/Optional Life

Personal Accidental Death & Dismemberment (AD&D)

Optional Accidental Death & Dismemberment (AD&D)

To name separate beneficiaries for the Life or AD&D coverages in this section, photocopy this form and complete a different form for each type of coverage.

SECTION 3: About the Primary Beneficiaries

These parties are your first choice to receive the insurance proceeds after your death. If a primary beneficiary dies before you, we will divide their share(s) equally between the remaining primary beneficiaries.

•You must name at least one (1) primary beneficiary.

•Please check the box and complete the form fields for each beneficiary you name. Having accurate information for your beneficiaries ensures that we distribute the proceeds the way you want.

•Use the proceeds % field to tell us how you want us to distribute the proceeds. If you want a specific distribution, use whole numbers (no fractions or decimals) and make sure they (and any listed on separate pages) add up to 100%. To distribute them equally between your primary beneficiaries, leave all of the proceeds % fields blank.

 

Page 1 of 4

GR-TR-BENE-EMP1

(02/16) Fs

About the Primary Beneficiaries (continued)

Individual

First name

 

Middle name

Last name

 

 

 

 

 

 

 

 

 

Address

 

 

 

Date of birth (mm/dd/yyyy)

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

State

 

ZIP

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Gender

Social Security number

Phone number

Relationship to Insured

 

M F

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A

Write in the % of proceeds assigned to this person

%

Individual

First name

 

Middle name

Last name

 

 

 

 

 

 

 

 

 

Address

 

 

 

Date of birth (mm/dd/yyyy)

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

State

 

ZIP

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Gender

Social Security number

Phone number

Relationship to Insured

 

M F

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B

Write in the % of proceeds assigned to this person

%

Individual

First name

 

 

Middle name

 

Last name

 

 

 

 

C

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address

 

 

 

 

 

 

Date of birth (mm/dd/yyyy)

 

Write in

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

the % of

 

 

 

 

 

 

 

 

 

 

 

 

proceeds

 

City

 

 

 

 

 

 

State

 

ZIP

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

assigned

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

to this

 

 

 

 

 

 

 

 

 

 

 

 

 

person

Gender

 

Social Security number

 

Phone number

 

Relationship to Insured

 

 

 

 

 

 

 

 

 

 

M F

 

 

 

 

 

 

 

 

 

 

%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Your Estate – If you name your Estate as a primary beneficiary, you cannot name a

 

 

 

 

 

 

D

 

contingent beneficiary.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Proceeds

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Testamentary Trust created in your Will – The trust under your last Will and Testament as shall be admitted to probate.

E

Proceeds

%

Living (Inter Vivos) Trust – See further instructions on page 4.

F

Proceeds

%

Charity/Organization – List the charity or organization name and not an employee of the charity or organization. See further instructions on page 4.

G

Proceeds

%

Total proceeds for all primary beneficiaries (A-G plus any listed on separate pages) must equal 100%.

100%

 

Page 2 of 4

GR-TR-BENE-EMP1

(02/16) Fs

SECTION 4: About the Contingent Beneficiaries

Skip this section if you’re not naming a contingent beneficiary or if you named your Estate as a primary beneficiary.

Contingent beneficiaries receive the insurance proceeds only if all of the primary beneficiaries are deceased at the time of your death. If a contingent beneficiary dies before you, we will divide their share(s) equally between the remaining contingent beneficiaries.

•Please check the box and complete the form fields for each beneficiary you name. Having accurate information for your beneficiaries ensures that we distribute the proceeds the way you want.

•Do not list the same person or entity as both a primary and a contingent beneficiary.

•Use the proceeds % field to tell us how you want us to distribute the proceeds. If you want a specific distribution, use whole numbers (no fractions or decimals) and make sure they (and any listed on separate pages) add up to 100%. To distribute them equally between your contingent beneficiaries, leave all of the proceeds % fields blank.

Individual

First name

 

Middle name

Last name

 

 

 

 

 

 

 

 

Address

 

 

 

Date of birth (mm/dd/yyyy)

 

 

 

 

 

 

 

 

 

 

City

 

 

 

State

 

ZIP

 

 

 

 

 

 

 

 

 

 

 

 

 

Gender

Social Security number

Phone number

Relationship to Insured

M F

 

 

 

 

 

 

 

 

 

 

 

 

 

H

Write in the % of proceeds assigned to this person

%

Individual

First name

 

Middle name

Last name

 

 

 

 

 

 

 

 

Address

 

 

 

Date of birth (mm/dd/yyyy)

 

 

 

 

 

 

 

 

 

 

City

 

 

 

State

 

ZIP

 

 

 

 

 

 

 

 

 

 

 

 

 

Gender

Social Security number

Phone number

Relationship to Insured

M F

 

 

 

 

 

 

 

 

 

 

 

 

 

I

Write in the % of proceeds assigned to this person

%

Your Estate

J

Proceeds

%

Testamentary Trust created in your Will – The trust under your last Will and Testament as shall be admitted to probate.

K

Proceeds

%

Living (Inter Vivos) Trust – See further instructions on page 4.

L

Proceeds

%

Charity/Organization – List the charity or organization name and not an employee of the charity or organization. See further instructions on page 4.

M

Proceeds

%

Total proceeds for all contingent beneficiaries (H-M plus any listed on separate pages) must equal 100%.

GR-TR-BENE-EMP1

100%

Page 3 of 4 (02/16) Fs

SECTION 5: About your Trust/Charity/Organization Beneficiaries

Skip this section if you did not name a Living Trust or Charity/Organization as one of your beneficiaries. Otherwise, please provide the information requested below on a separate page. Make sure you include the type of beneficiary (primary or contingent) and that you sign and date these page(s).

Please include:

Additional information required for Living (Inter Vivos) Trust(s):

•

Trust/Charity/Organization name

•

Trust date

•

Address

• Trust Tax ID number

•

Phone number

•

Trustee first, middle and last name

•Type of Beneficiary (primary or contingent)

•% of proceeds you are assigning to the Trust/Charity/Organization

SECTION 6: Signature required

By signing below, I hereby revoke any previous designations, and I designate the person, people, or entity named herein as beneficiaries.

Check if you are completing and signing this form as agent for the insured under a valid Power of Attorney. Please submit a copy of the Power of Attorney with this beneficiary form.

Please print and sign below

Insured/Owner first name

Middle name

Last name

Insured/Owner signature

Date form completed (mm/dd/yyyy)

Did you remember to…

üProvide complete information for each of your beneficiaries?

üMake sure the total “proceeds %” for your primary beneficiaries (including those on a separate page) equals 100%? Separately, did you remember to make sure the total “proceeds %” for your

contingent beneficiaries (including those on a separate page) equals 100%?

üComplete, sign and date any extra pages that list beneficiary information (such as Living Trust/ Charity/Organization beneficiaries)?

üCross out and initial any mistakes you made? (If you crossed out any answers, your signature is not enough. You must also initial all your corrections.)

Example: 12/20/25 12/20/15 HM ` answer corrected, initials required

Please note: we cannot record your beneficiary choices unless you complete these items.

SECTION 7: How to submit this form

Return this entire form (and any additional pages) to your employer or benefits administrator. Retain a copy of this completed form for your records.

 

Page 4 of 4

GR-TR-BENE-EMP1

(02/16) Fs

How to Edit Gr Tr Bene Form Online for Free

When working in the online PDF editor by FormsPal, you'll be able to fill in or modify metlife term grtrbene here. Our editor is constantly developing to present the very best user experience attainable, and that is thanks to our resolve for constant development and listening closely to customer feedback. With just a couple of basic steps, you are able to begin your PDF journey:

Step 1: Open the PDF inside our editor by clicking on the "Get Form Button" in the top area of this page.

Step 2: The tool offers you the opportunity to change almost all PDF files in many different ways. Modify it by writing your own text, adjust original content, and include a signature - all when it's needed!

This PDF form will require particular info to be entered, therefore you should definitely take whatever time to fill in precisely what is asked:

1. To start with, while completing the metlife term grtrbene, start out with the area with the subsequent blanks:

Ways to prepare metlife beneficiary portion 1

2. Once this part is done, proceed to enter the relevant details in all these: About the Primary Beneficiaries, Individual, First name, Address, City, Middle name, Last name, Date of birth mmddyyyy, State, ZIP, Gender, Social Security number, Phone number, Relationship to Insured, and Individual.

About the Primary Beneficiaries, Social Security number, and Relationship to Insured in metlife beneficiary

3. The third stage is hassle-free - complete all the empty fields in City, State, ZIP, Gender, Social Security number, Phone number, Relationship to Insured, Your Estate If you name your, Testamentary Trust created in your, Living Inter Vivos Trust See, CharityOrganization List the, Write in the of proceeds assigned, to this person, Proceeds, and Proceeds in order to complete this process.

Living Inter Vivos Trust See, State, and Gender of metlife beneficiary

People generally get some things incorrect when completing Living Inter Vivos Trust See in this part. Remember to read twice everything you enter here.

4. The next section will require your details in the following places: use whole numbers no fractions or, Individual, First name, Address, City, Middle name, Last name, Date of birth mmddyyyy, State, ZIP, Gender, Social Security number, Phone number, Relationship to Insured, and Individual. Always fill in all required information to move forward.

metlife beneficiary completion process detailed (portion 4)

5. Because you near the completion of this file, you'll notice a few more requirements that have to be fulfilled. Particularly, Testamentary Trust created in your, Living Inter Vivos Trust See, CharityOrganization List the, Proceeds, Proceeds, Proceeds, Proceeds, Total proceeds for all contingent, GRTRBENEEMP, and Page of Fs should be filled out.

Best ways to complete metlife beneficiary part 5

Step 3: After you've reviewed the information in the file's blank fields, simply click "Done" to finalize your form. Join us right now and immediately gain access to metlife term grtrbene, ready for downloading. All changes you make are kept , allowing you to customize the pdf at a later time as needed. FormsPal provides safe form editor without data recording or distributing. Be assured that your details are in good hands with us!

Gr Tr Bene Form isn’t the one you’re looking for?

Related Documents