Metlife Change Of Beneficiary/spousal Consent Form

ADVERTISEMENT

ERISA/Non-ERISA
Change of Beneficiary/Spousal Consent
Participant’s Name _________________________________ Daytime Phone Number ( ___________ ) ______________________________
Social Security Number ___________ – ___________–____________ Marital Status: __________ Single _________ Married
Employer Name _________________________________________ Employer Group Number_____________________________________
Account Contract Number ________________________________
I hereby designate the following as my beneficiary(ies). I understand that this beneficiary designation replaces all prior
designations I may have made, to the extent permitted by applicable law.
If more than one beneficiary is designated, payment will be made in the designated percentages. Payments to contingent
beneficiary(ies)will only be made if no primary beneficiary(ies) survives me. If percentages are entered, the total percentage
must equal 100%. If no designated percentage is indicated, benefits will be paid to each surviving beneficiary in equal
shares.
If any portion of my death benefit is not disposed of by a designation of beneficiary, for any reason whatsoever, it will be paid
to my spouse if my spouse survives me, otherwise to my estate in a lump sum.
Primary Beneficiary(ies)
Are you married?
Yes
No
q
q
Primary
Contingent
Beneficiary Type
Name (First, Middle Initial, Last) and Address
Relationship
Beneficiary
Beneficiary
Percentages
Percentages
q Primary q Contingent
q Primary q Contingent
q Primary q Contingent
q Primary q Contingent
q Primary q Contingent
q Primary q Contingent
q Primary q Contingent
q Primary q Contingent
If percentages are entered, the total percentages in each column (Primary Beneficiary and Contingent Beneficiary) must equal
100%.Please use whole percentages ONLY. You must select either Primary or Contingent for each beneficiary.
NOTE: If a Trust is designated as a Primary Contingent a copy of the trust must be submitted.
I have read and understand this entire form and hereby elect the beneficiary designations indicated.
____________________________________________________________________________________
_____________________________
Participant’s Signature
Date
If your plan is subject to ERISA see spousal consent and waiver section on next page.
403B BENECHANGE (07/08)

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Business
Go
Page of 2