Broker Forms Library
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.
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Simplify your workflow with MetLink, the central platform for managing coverage and services.
Frequently requested broker and customer forms:
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 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.
Forms
- Standard Commission Agreement
- Non-Standard Commission Agreement – for all markets
- Single Case Commission Agreement
- MetLife Pet Insurance Standard Commission Agreement
- MetLife Pet Insurance Non-Standard Commission Agreement
- Identity and Fraud Protections Powered by Aura Compensation Agreement
- Identity and Fraud Protection Powered by Aura Enrollment Based Compensation Agreement
- Health Savings Account Compensation Agreement
Submission Instructions
Please send completed form(s) to: |
Please email completed pet commission form to: |
When an existing MetLife customer wishes to change their broker of record designation, the request must be submitted in writing by the Customer. The Broker of Record Change Request Template may be used as a guide for the customer. It is acceptable for the original request from the customer to be forwarded by a broker.
Submission Instructions
We have improved our Broker Change process to better serve our Broker Community! This improvement will reduce the processing time significantly to ensure commissions are paid quicker once premium is received by implementing a self-service tool.
In order to expedite processing of a broker change request, please click on the link below and complete the request page. You will need to attach the Customer Letter and the Producer Appointment Inquiry (PAI) form for Group Life/Health coverages if the payee is not appointed in Customer Situs State. If you are already appointed with MetLife and know your MetLife Broker/Brokerage codes, please provide. They are not required, but it will help speed up the verification process. Please check all products that are affected as the appropriate departments will receive an email alert with your request. Even if we are paying an agency, we will still need the writing producer information.
Broker of Record Change Request
Form
To begin the contracting process to sell MetLife group products, click the email link Licensing@metlife.com. A new email will open with the required onboarding fields pre-filled in the body.
Within 48 hours of receipt, you will receive a welcome email to begin MetLife’s digital onboarding process. Upon completion of the digital forms, a second email will be sent for an electronic signature on all disclosures and acknowledgements and your onboarding application will be complete.
For MetLife Legal Plans: the PAI and Metropolitan General Insurance Company appointment is required. The agent and agency/brokerage firm needs to hold a P&C, AH or Legal license in the following states:
P&C License: AL, AR, AZ, CA, GA, KS, LA, MA, MI, MN, MS, MT, ND, NJ, NY, OR, TN, VA, WI
AH License: ME, RI
PL License: IL, NE, SC, UT
P&C License or PL License: FL
For Group Pet Insurance: the PET License Verification Form is required. The agency/brokerage firm & the principal officer MUST hold a P&C license in their resident state and the customer situs state. A commission agreement is required and should be sent to ProducerServices@metlife.com. To begin the contracting process to sell MetLife PET Insurance, click the email link Licensing@metlife.com. A new email will open with the required fields pre-filled in the body.
Contact Instructions
MetLink is a secure and easy-to-use portal, available both on web and mobile (Tablet), offering a host of benefits administration capabilities supporting numerous products and services available through MetLife. If MetLife has confirmed you are the Brokerage and/or General Agent of Record for a customer and the MetLink feature was selected during your customer’s case implementation, you will be granted access to MetLink.
Forms
Submission Instructions
Please submit a completed MetLink User Request Form for all new requests and updates to existing users. You may send the form to your assigned Account Manager or Client Services Consultant, or submit via the mailing address or fax number provided below.
MetLife
Attention: Administration
PO Box 14593
Lexington KY 40512-4593
Fax #: 1- 888-505-7446
Your clients can elect to give you access to their administrative information on MetLife's Small Business online benefits management system – known as the SBS Portal - by completing and submitting the Small Business Solutions Authorization Form. The SBS Portal puts simplified administrative tools, including enrollment services, claims status and billing access, at your fingertips.
Forms
Submission Instructions
Please send completed form(s) to:
Small Business Solutions User Authorization
18210 Crane Nest Drive
Attn: Small Business Solutions
Tampa FL 33647
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.
Forms
Submission Instructions
Please send completed form(s) to:
Corporate Licensing and Registration
Email: CLR_Institutional@metlife.com
Fax: 908-552-2444
Forms
Submission Instructions
Please send completed form(s) to:
MetLife Dental Claims
PO Box 981282
El Paso, TX 79998-1282