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919-663-2471
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Metlife
Metlife - Registration Info
Get started on your online Will and complete your plan in minutes
First Name
*
Middle Name
Last Name
*
Email
*
Password
*
Cell
*
Your Contact Details
Name:
Date Of Birth
*
Also known as(optional)
Are you married?
✓
Yes
✓
No
Are both you and your spouse US citizens?
✓
Yes
✓
No
Suffix(optional)
✓
Jr
✓
Sr
✓
II
✓
III
✓
Other
What are your personal pronouns?
✓
he/him
✓
she/her
✓
they/them
Your Address
Full Address:
*
Address Line 1
*
Address Line 2
City
*
State
*
Select State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
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District of Columbia
Florida
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Idaho
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Tennessee
Texas
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Vermont
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Washington
West Virginia
Wisconsin
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County
*
Zip Code
*
Is Your mailing address the same as your home address?
✓
Yes
✓
No
Your Spouse Information
Your spouse's Details
First Name:
*
Middle Name
*
Last Name:
*
Email
*
Date Of Birth
*
Cell
*
Suffix(optional)
✓
Jr
✓
Sr
✓
II
✓
III
✓
Other
Also known as(optional)
What are your spouse's pronouns?
✓
he/him
✓
she/her
✓
they/them
Is Your spouse's address different than you?
✓
Yes
✓
No
Full Address:
*
Address Line 1:
*
Address Line 2:
City:
*
State:
*
Select State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Contry:
*
Zip Code:
*
Is Your spouse's mailing address the same as her home address?
✓
Yes
✓
No
Metlife
(EID) Employee Identification Number
*
Metlife Member Name
*
Beneficiary, Children, & Trust
Are you a parent or legal guardian of a child?
✓
Yes
✓
No
Beneficiary Information
Please add one ore more beneficiaries. Your assets will be split equally amongst those beneficiaries.
Primary Beneficiary
*
If your spouse predeceases you, please designate alternate beneficiaries and your assets will be split equally to your alternate beneficiaries.
Children
Select all that apply regarding your children, if any
I have children who are under 18
✓
Yes
✓
No
I plan on having a trust for some or all of my children
✓
Yes
✓
No
I have children with special needs
✓
Yes
✓
No
Please call the office @ 919-663-2471 and then select next to continue the application process
×
Guardians for Your Minor Children
Name who you wish to be legal guardian(s) for your minor children:
(If a guardian is married, then hit 'add' to include their spouse.)
Primary Guardian
*
Children Information
How many children do you and/or your spouse/partner have?
Child’s Name
*
Child Age
*
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1
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Parents of Child
*
You
Your Spouse
You and Your Spouse
Other
Select your child/children's age to distribute the principal trust
A lump sum at age of
*
18
19
20
21
22
23
24
25
26
27
28
29
30
Trustee
Provide the legal name of your trustee to administer the trust that will be created for your beneficiaries:
Would you like your Primary Trustees to serve jointly?
✓
Yes
✓
No
Primary Trustee:
*
Serve Jointly
Would your Spouse/Domestic Partner like to have different Trustee than you?
✓
Yes
✓
No
Spouse Trustee
Would you like your Primary Trustees to serve jointly?
✓
Yes
✓
No
Primary Trustee:
*
spouse_Serve Jointly
Executor
Please name at least one or more individuals who will serve as the Personal Representative of your last will & testament:
Would you like your trustees to also be your executors?
✓
Yes
✓
No
Primary Executor
*
Would your Spouse/Domestic Partner like to have different Executor than you?
✓
Yes
✓
No
Executor - Spouse/Partner
Would you like your trustees to also be your Executor?
✓
Yes
✓
No
Primary Executor
*
Financial DPOA:
Provide the information of one or more individuals who will serve as your agent under the Durable Power of Attorney:
Do you want to use the same agents as your personal representative?
✓
Yes
✓
No
Primary Agent:
*
Phone Number
*
Address
*
Would your Spouse/Life Partner like to have different Power of Attorney than you?
✓
Yes
✓
No
Financial DPOA-Spouse/Partner
Primary Agent:
*
Phone Number
*
Address
*
Health Care POA
Please provide the information of one or more individuals who will serve as your health care agent:
Do you wish to use the same agents as your Financial Durable POA?
✓
Yes
✓
No
Primary Agent:
*
Phone Number
*
Address
*
Would your Spouse/Life Partner like to have different agents than you?
✓
Yes
✓
No
Health Care POA - Spouse/Partner
Please provide the information of one or more individuals who will serve as your health care agent:
Do you wish to use the same agents as your Power of Attorney?
✓
Yes
✓
No
Primary Agent:
*
Phone Number
*
Address
*
Summary
If you would like to review your responses, please review your responses on the right hand side on the specific screens. After you click submit, you will be finished and we will email your answer and the office will contact you with the next steps .
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Metlife - Registration Info
Your Contact Details
Your Spouse Information
Metlife
Beneficiary, Children, & Trust
Beneficiary Information
Children
Guardians for Your Minor Children
Children Information
Trustee
Spouse Trustee
Executor
Executor - Spouse/Partner
Financial DPOA:
Financial DPOA-Spouse/Partner
Health Care POA
Health Care POA - Spouse/Partner
Summary
