Get Ma F6309-us 2020-2025

The MA F6309-US form is used for life insurance cash surrenders, excluding certain types of policies. This guide offers a clear and user-friendly approach to filling out the form online, ensuring that users understand each component and requirement.

Follow the steps to complete your form accurately.

1. Press the ‘Get Form’ button to access the MA F6309-US form and open it in the editor.
2. In section A, provide your policy information by entering the policy number and the full legal name of the insured person, including first name, middle initial, last name, and any suffix.
3. In section B, enter the owner's full legal name. If the owner’s name has changed since the policy was issued, you will also need to complete a separate Change Request form (F6070).
4. Input the taxpayer identification number, such as SSN, ITIN, or EIN, followed by a contact phone number in the relevant fields.
5. Choose whether you would like to receive text message updates regarding the status of your request by checking the appropriate box.
6. Complete the email address section to receive email notifications about the status of your request.
7. Answer whether the policy is subject to divorce obligations, if applicable, and include information regarding any collateral assignments if applicable.
8. In section C, indicate the payee for your surrender payment by selecting from the options provided, followed by entering the necessary mailing address and delivery method.
9. In section D, address the policy surrender information, including whether an agent or broker recommended this action and how you would like the proceeds distributed.
10. In section E, make your withholding election for any applicable taxes by selecting the appropriate box.
11. Review section F for disclosures and confirm your understanding by signing in section G; ensure all required signatures are obtained.
12. If applicable, provide notarization in section H for distributions over $100,000 or under specified conditions.
13. Once completed, submit the form following the instructions provided in section I. You may save changes, download, print, or share the form as needed.

Complete your MA F6309-US form online for a seamless process.