Smass mutual seperation from service distribution request form 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Section A - Plan Information. Ensure you fill in the Plan ID, Plan Name, and Plan Contact information accurately.
3. Move to Section B - Participant Information. Enter your Social Security Number, name, date of birth, legal address, and daytime phone number clearly.
4. In Section C - Employment Status & Vesting Verification, select the reason for distribution and provide vesting percentages for all applicable sources.
5. Proceed to Section D if you are required to take a Required Minimum Distribution (RMD). Select your preference regarding RMD processing.
6. Complete Section E - Form of Payment by selecting your preferred payment option and ensuring clarity on cash amounts or rollover instructions.
7. In Sections F through H, follow the prompts for any MassMutual Lifetime Income options and direct rollover instructions as applicable.
8. Finally, review Sections K and L for certification and authorization. Sign and date where indicated before submitting your form.

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