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To help you work with MetLife and deliver on your commitments to your clients, this page provides convenient access to frequently requested broker and customer forms. Just click on the links provided to view and download the appropriate forms, available in pdf format. Submission instructions are also provided for each form.
If you’re interested in selling MetLife products, you must first be appointed by MetLife. Please complete and submit the Appointment Application (along with a copy of your state license) and Disclosure form, which authorizes MetLife to perform a background check.
Click here for submission instructions.
When you have a license from a state to sell insurance and are appointed by MetLife, you need to complete and return a signed Commission Agreement and W-9 form in order to be paid commission. For your convenience, you may sign up for electronic funds transfer (EFT) using the Direct Deposit Authorization form below.
Contact your MetLife representative for additional information about commissions and for assistance in selecting and completing the appropriate commission agreement.
Click here for submission instructions.
When you move or change your contact information, make sure to let MetLife know by completing and submitting the Broker Profile Change Request Form below. And, when a client needs to make a change to its Broker of Record designation on file with MetLife, we have provided a template below outlining the information the client needs to provide.
Click here for submission instructions.
Your clients can elect to give you access to their administrative information on MetLife’s online benefits management system – MetLink – by completing and submitting the MetLink User Authorization Form. MetLink puts simplified administrative tools, including enrollment services, claims status and billing access, at your fingertips. Click here for a demo of MetLife’s eService options or contact your MetLife representative for more information.
Click here for submission instructions.
To comply with HIPAA requirements on how MetLife may disclose "protected health information" ("PHI") to brokers and consultants concerning customers and/or the insureds, all current brokers who sell Dental or Long Term Care business who have not already signed an agreement containing the privacy and security language, must execute the HIPAA Privacy and Security Business Associate Agreement with MetLife.
By signing, brokers agree to take certain steps and procedures to protect any PHI, including PHI transmitted electronically, that MetLife may share with them. For your convenience, the form, along with a fax cover sheet for submission to MetLife, is provided below.
Click here for submission instructions.
Now it is easy to provide one of the most frequently requested client forms – the dental claim form.
Click here for submission instructions.
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