Get Agent Pension Plan - Massmutual

Filling out the Agent Pension Plan withdrawal request form online is an essential step for participants seeking to access their retirement funds. This guide provides step-by-step instructions to assist users in completing the form accurately and efficiently.

Follow the steps to successfully complete your withdrawal request.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Begin by filling in your personal information. In the 'Participant's Name' section, enter your first, middle, and last names appropriately. Next, provide your 'Mailing Address,' including street, city, state, and ZIP code. Ensure that your 'State of Legal Residence' is indicated, as it is vital for tax purposes.
3. Select your withdrawal source by understanding the Source Hierarchy. If your requested amount exceeds the available balance in your chosen source, the system will automatically withdraw from subsequent sources until the requested amount is fully processed.
4. Indicate if you want to withdraw an amount available that is less than requested by selecting 'Yes' or 'No.' This option ensures that your request can be processed even if the full amount is not available.
5. In the QDRO section, certify whether you are under a final or pending Qualified Domestic Relations Order by checking the appropriate box.
6. Submit your completed form by mailing it to the designated address provided for MassMutual Retirement Services as stated in the instructions.

Take action now and complete your Agent Pension Plan - MassMutual withdrawal request online today.