Metlife Ownership Form PDF Details

When managing life insurance policies, the necessity of updating information arises from events such as the passing of the original policy owner, necessitating a transition in ownership to continue the policy's validity and benefits. The MetLife Ownership Form is an essential document for such situations, serving as a request to change the policy owner. This form accommodates updates in the policy due to various reasons, including the death of the existing policy owner, by allowing legal heirs or assigned individuals to assume ownership. It emphasizes the importance of providing accurate and complete information, including a death certificate of the previous owner when applicable, identity and residence proof of the new policy owner, and, in some cases, an indemnity bond. The form also highlights that only legal heirs or assignees (depending on the nature of the assignment) are eligible to request a change, ensuring that the policy's benefits are correctly transferred. Moreover, it underscores the requester's responsibility to understand and accept the terms, including legal implications, associated with changing the policy's ownership. This process is supported by PNB MetLife’s customer service, offering assistance through toll-free numbers and email, which facilitates a smooth transition and continuity of the policy's protection.

QuestionAnswer
Form NameMetlife Ownership Form
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesmetlife change of ownership form, metlife owner change, metlife transfer of ownership form, change metlife owner

Form Preview Example

PNB MetLife India Insurance Company Limited.

(Insurance Regulatory and Development Authority Life Insurance Registration No. 117) Registered Office: ‘Brigade Seshamahal’, 5, Vani Vilas Road, Basavanagudi, Bangalore - 560 004, www.pnbmetlife.com, Fax: +91-80-4150 6969

Policy Owner Change Request Form

Policy Number

Name of the Exising Policy Owner

Date

D D

M M Y Y Y

Y

F I R S T N A M

E

M I D D L E

N A M

E

S U R

N

A M E

Mobile no.:

 

Email ID:

New Policy Owner

Title

Name

Gender

Marital Status

Relaionship

with PI

Address of

New PO (with

contact no. &

State Details)

Date of Birth

Naionality

I

 

declare that I am proposing this change of Policy Owner ater fully understanding

the legal implicaions of such a change

 

Please Note:

1.The request for Policy Owner Change should be received only from the legal heirs.

2.Death Cerificate of the exising Policy Owner should be provided.

3.Indemnity Bond in the prescribed format needs to be provided.

4.Idenity proof and residence Proof of the New Policy Owner needs to be provided.

5.In case the policy is absolutely assigned, the request for Policy Owner change should be received only from the legal heirs of the Assignee.

6.In case of condiional assignment, request can be received from the legal heir(s) of both assignor and the assignee.

Customer Service Toll free: 1800-425-6969, OR Call on: +91 -80 -2650 -2244 (8:00 am to 8:00 pm)

Version 1.1

Mail us at indiaservice@pnbmetlife.co.in

 

PNB MetLife India Insurance Company Limited.

(Insurance Regulatory and Development Authority Life Insurance Registration No. 117) Registered Office: ‘Brigade Seshamahal’, 5, Vani Vilas Road, Basavanagudi, Bangalore - 560 004, www.pnbmetlife.com, Fax: +91-80-4150 6969

I hereby confirm having read and understood all the policy terms and condiions including those applicable to this request. I understand and accept that my request shall be processed in accordance with the terms and condiions of the policy and that I shall be solely responsible for all the consequences arising out of this request including any incorrect or incomplete informaion contained herein

Signature of Legal Heir

Place:

Date:

D D M M Y Y Y Y

 

(Signature of Legal Heir of Assignee), only in case of Assignment

Place:

Date: D D M M Y Y Y Y

Customer Service Toll free: 1800-425-6969, OR Call on: +91 -80 -2650 -2244 (8:00 am to 8:00 pm)

Version 1.1

Mail us at indiaservice@pnbmetlife.co.in

 

PNB MetLife India Insurance Company Limited.

(Insurance Regulatory and Development Authority Life Insurance Registration No. 117) Registered Office: ‘Brigade Seshamahal’, 5, Vani Vilas Road, Basavanagudi, Bangalore - 560 004, www.pnbmetlife.com, Fax: +91-80-4150 6969

Acknowledgement Slip

Received a request for

 

against Policy Number

On

 

at

 

 

 

am/pm

Received By:

 

 

 

 

 

Employee Name

 

 

 

 

 

 

Employee Code

 

 

 

 

Date and ime Stamp / Seal of Branch

 

 

 

 

 

 

 

 

 

Customer Service Toll free: 1800-425-6969, OR Call on: +91 -80 -2650 -2244 (8:00 am to 8:00 pm)

Version 1.1

Mail us at indiaservice@pnbmetlife.co.in

 

How to Edit Metlife Ownership Form Online for Free

The entire process of completing the metlife life insurance chage of ownership is quite straightforward. Our experts made sure our software is not difficult to use and helps prepare almost any PDF in no time. Listed below are the four steps you'll have to take:

Step 1: First, select the orange "Get form now" button.

Step 2: Now you're on the document editing page. You may edit and add text to the document, highlight words and phrases, cross or check certain words, add images, insert a signature on it, get rid of needless areas, or take them out altogether.

Fill out the metlife life insurance chage of ownership PDF by providing the data needed for every section.

melife change of policy ownership form blanks to complete

Provide the expected data in the segment Date of Birth, Naionality, The request for Policy Owner, declare that I am proposing this, I the legal implicaions of such a, Customer Service Toll free OR, Version, and Mail us at.

part 2 to finishing melife change of policy ownership form

The system will demand you to provide specific valuable particulars to effortlessly submit the segment I hereby confirm having read and, Signature of Legal Heir, Signature of Legal Heir of, Place, Place, Date, D D M M Y, Date, and D D M M Y.

part 3 to filling out melife change of policy ownership form

Within the section Received a request for, against Policy Number, Acknowledgement Slip, ampm, Received By, Employee Name, Employee Code, and Date and ime Stamp Seal of Branch, write down the rights and obligations of the sides.

part 4 to completing melife change of policy ownership form

Step 3: When you hit the Done button, your ready form can be transferred to all of your devices or to electronic mail provided by you.

Step 4: Attempt to get as many duplicates of the file as possible to stay away from potential worries.

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