Forms

Below are some of the most common forms that are needed by our clients

For use when policyowner requests a change of beneficiary.  When completing this form,  be mindful of the initials and dates on every page!  Upon completion, fax to the fax number given on the last page of the form for the respective MetLife Company.  You can also mail or bring to our office.

Use this form to file a death claim for GenAmerica, MetLife, MetLife Investors, and New England Financial individual life policies.  Upon completion, fax to the fax number given on the last page of the form for the respective MetLife Company.  You can also mail or bring to our office.

Use this form to change  bank account info for a policy that is in force.  Upon completion, fax to the fax number given on the last page of the form for the respective MetLife Company.  You can also mail or bring to our office.

Used for transfer of MetLife stock for the policyholders that received it.  Mail to Address on form on the last page

Use for cash surrender, request a partial cash withdrawal,or request a loan from a life policy.  Upon completion, fax to the fax number given on the last page of the form for the respective MetLife Company.  You can also mail or bring to our office.