Get Massmutual F6734 2007-2025

The MassMutual F6734 is a Certification of Trust Agreement form that facilitates the proper documentation of a trust in relation to life insurance or annuities. This guide will provide clear, step-by-step instructions to help you complete the form correctly and efficiently online.

Follow the steps to complete your MassMutual F6734 form online.

1. Click ‘Get Form’ button to obtain the form and open it in the appropriate editor.
2. In the Policy Information section, complete the names of the proposed insured(s) or annuitant(s) and the life insurance policy, certificate, or annuity contract number if known.
3. Move to the Trust Information section. Here, provide the full name of the trust, the date it was fully executed, specify if the trust is revocable or irrevocable, and indicate the situs of the trust, which is the state or country where it is located. List all trustees authorized to act on behalf of the trust.
4. In the Grantor/Tax Information section, fill out the name of the grantor(s)/settlor(s) along with their Social Security Number, citizenship, and date of birth. Additionally, provide the residential address of the grantor(s) and the Trust Taxpayer Identification Number (TIN). Indicate if the TIN is the Trust’s Employer Identification Number or if it is a Grantor Trust using the grantor’s SSN.
5. If the trust is the owner, complete the Owner Information section. Respond to whether the trust authorizes the trustee(s) to purchase and manage life insurance policies or annuity contracts. Then, confirm any current agreements to sell, transfer, assign, or release the policy/contract. Finally, clarify the relationship between the grantor and the insured(s).
6. Proceed to the Beneficiary Information section. For annuity contracts, indicate if any beneficiary is a non-natural person. For life insurance policies, specify the relationships of each beneficiary to the insured(s).
7. Complete the Certification and Declaration by Trustee section. The trustee(s) must certify their capacity and acknowledge that the trust is in effect. They will select the appropriate check box to confirm how documents pertaining to the policy/contract will be signed by authorized trustees.
8. Finally, ensure all necessary signatures and dates are provided by the trustee(s). This includes any corporate trustees identifying their title or capacity.
9. Once all the sections are completed accurately, save the changes, download, print, or share the document as needed.

Begin completing your MassMutual F6734 form online today for smooth and efficient documentation.