Get Mass Mutual Annuity Contract Change Request Form

Filling out the Mass Mutual Annuity Contract Change Request Form online is a straightforward process designed to facilitate various changes to your annuity contract. This guide will walk you through each section of the form, ensuring you have the necessary information to complete it accurately and efficiently.

Follow the steps to successfully complete the form online.

1. Click 'Get Form' button to obtain the form and open it for editing.
2. In the existing owner/participant information section, enter the contract or certificate number, your full name, joint owner name (if applicable), daytime phone number, email address, participant or annuitant name, and plan contact details if needed.
3. Check all applicable types of changes you wish to make, such as name change, annuitant change, ownership change, premium payor change, or beneficiary change.
4. If changing your name, fill out the name change section with your current name, new name, and provide the required documentation to accompany the request.
5. For ownership changes, indicate the new owner type, provide detailed new owner information, and select if the change qualifies as taxable or non-taxable.
6. If applicable, specify the new annuitant's full legal name, social security number, date of birth, address, and relationship to the owner.
7. In the premium payor change section, enter the name, taxpayer identification number, and address of the new premium payor.
8. For beneficiary changes, complete the required beneficiary information for each beneficiary you designate, indicating if they are primary or contingent, and include their relationship to you.
9. Ensure that all necessary signatures are provided in the signatures section, including those of the owner, joint owner (if applicable), new owner, and annuitant (if applicable).
10. Review all entered information for accuracy before finalizing. You can save changes, download, print, or share the completed form.

Begin the process of managing your annuity changes online by filling out the Mass Mutual Annuity Contract Change Request Form today.