Get Massmutual Fr1142 2016

This guide provides clear and comprehensive instructions on how to complete the MassMutual FR1142 form online. Understanding each component of the form is essential for ensuring accurate submissions and avoiding potential financial consequences.

Follow the steps to successfully complete the MassMutual FR1142 form.

1. Press the 'Get Form' button to obtain the MassMutual FR1142 form and open it in your preferred editor.
2. Begin by filling out section A, which requires your contract number(s), owner or plan name, joint owner name (if applicable), taxpayer identification number, phone number, and email address.
3. Indicate whether an agent or broker recommended the surrender by selecting 'Yes' or 'No.' This is particularly important for Florida contracts.
4. Proceed to section B to provide distribution instructions. Select how you would like to receive the proceeds: by mail to the owner's address, via electronic funds transfer, or by direct rollover to a receiving company.
5. Complete section C if you wish to specify a future processing date for your withdrawal. If you wish to waive the contingent deferred sales charge or surrender charge, complete the optional provisions in this section.
6. In section D, make your withholding election for tax purposes. Specify if you wish to withhold federal income tax and if so, indicate the percentage.
7. If applicable, append a notary stamp or seal in section E. This is required for specific payment scenarios, as outlined in the form.
8. In section F, review and sign the agreements and certifications. Ensure that the information you've provided is accurate.
9. Lastly, submit the completed form by returning pages 1-4 to the appropriate MassMutual address or contact their service center for further assistance.

Take action now to complete your MassMutual FR1142 online and ensure your financial needs are met satisfactorily.