Get X X Xbp

Filling out the X X Xbp form online is a straightforward process that allows users to manage their retirement contributions effectively. This guide provides clear, step-by-step instructions to ensure that every field is completed accurately and efficiently.

Follow the steps to complete your rollover form correctly.

1. Click ‘Get Form’ button to obtain the rollover form and open it in your preferred online editor.
2. Fill in your personal information, including your social security number, first and last name, street address, city, state, zip code, email address, birth date, and optional phone number. Ensure all entries are accurate and reflect your current status.
3. Indicate your marital status by selecting either 'Single or Legally Separated' or 'Married'. This information is crucial for tax purposes.
4. Select your payroll frequency from the options provided: Monthly (12/YR), Semi-Monthly (24/YR), Bi-Weekly (26/YR), or Weekly (52/YR). Choose the one that corresponds to how often you receive your paychecks.
5. Enter the amount of rollover contribution. This field should reflect both the taxable portion and the nontaxable portion of your rollover. Include investment income as necessary.
6. Complete the certification statement confirming that the distribution meets the eligibility requirements for a rollover. Ensure that you check all applicable items as listed in the form.
7. Fill in the payment information as per the instructions provided. Choose to attach a check or specify how the wire transfer will be sent to MassMutual Retirement Services.
8. Make necessary investment selections for your retirement contribution based on three options provided in the second part of the form. Choose the percentage allocation for each investment that sums up to 100%.
9. Complete the signature fields at the bottom of the form, including both the participant's signature and the plan administrator's details.
10. Once all fields are filled out correctly, save your changes and prepare to download, print, or share the completed form.

Complete your rollover form online today to manage your retirement contributions effectively.