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  • Massmutual Direct Rollover Form

Get Massmutual Direct Rollover Form

City state zip Telephone No: E-mail Address: Birth Date: Date of Hire: mm/dd/yyyy Social Security No. mm/dd/yyyy Marital Status: Married Not Married or Legally Separated ROLLOVER INFORMATION (applies to assets other than a Roth Account) (Consult your Plan Administrator as to what types of money are a.

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Once all claim requirements are received in good order, benefit payment will be mailed within seven (7) calendar days. Please know that you're able to decide how you would like to receive your payment through a variety of payment options.

Direct rollover – If you're getting a distribution from a retirement plan, you can ask your plan administrator to make the payment directly to another retirement plan or to an IRA. Contact your plan administrator for instructions.

Use this form (FR2255) to transfer policy ownership to an individual on an existing MassMutual policy. As a result of an ownership change, the new owner may have the right to update the beneficiary. Or use the form to make any changes listed in the description.

Empower is the nation's second-largest retirement services provider. The acquisition increases Empower's participant base to more than 12 million and retirement services recordkeeping assets to approximately $884 billion administered in approximately 67,000 workplace savings plans.

Log in to your account to review your options or initiate a rollover online (where available). For personal assistance, your MassMutual Consolidation Concierge can explain your options and help you decide if combining your accounts makes sense. Call 1-888-526-6905 or schedule an appointment online.

We will only accept responsibility for forms that are submitted as indicated below. Fax: 1-866-329-4272 Retain this original and the fax machine confirmation state- ment for your files.

► A Direct Rollover is moving retirement assets. between different plan types, i.e. a qualified plan. (401k, 403b, 457, etc.) to a Rollover IRA. ► Your current custodian may require additional documentation or a stamp, such as a medallion guarantee stamp.

You may be able to log on to .massmutual.com and download copies of your 1099 forms. You can access the forms by going to .massmutual.com; clicking on “Log In” in the upper-right corner; selecting either “Annuities” or “Insurance (Life & Disability Income)” in the drop-down menu.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232