Massmutual forms 2025

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The document provides a comprehensive checklist and instructions for completing the Separation from Service Distribution Request Form for MassMutual. It outlines the necessary steps and sections to be filled out by participants, third-party administrators, and plan administrators to ensure the form is processed correctly. Key areas include participant information, forms of payment, direct rollover instructions, tax withholding options, and certifications required for processing distributions after employment termination or retirement.

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Click ‘Get Form’ to open the Separation from Service Distribution Request Form in the editor.
Begin with Section B - Participant Information. Ensure all fields, including SSN, name, and legal address, are filled out accurately and legibly.
Move to Section D - Form of Payment. Choose between a cash payment or direct rollover. If opting for a partial cash payment, complete Section E for source details.
In Section H - Direct Rollover Instructions, specify the financial institution for your rollover. Complete all applicable sections to avoid delays.
Review Section K - Participant Certification and Authorization. Sign and date the form to confirm accuracy before submission.
If applicable, ensure that any required signatures from the Plan Administrator are included in Sections L and C.

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Versions	Form popularity	Fillable & printable
2020	4.8 Satisfied (102 Votes)
2019	4.4 Satisfied (85 Votes)
2014	4.3 Satisfied (29 Votes)
2010	4 Satisfied (58 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How can I contact MassMutual customer service?

(800) 272-2216 MassMutual / Customer service

How to take money out of MassMutual?

How to fill out the MassMutual Withdrawal Request Form Instructions? Complete your personal details and certificate information. Indicate the withdrawal amount you wish to take. Choose the source for your withdrawal from the listed accounts. Sign the form and have it notarized if required.

Is MML the same as MassMutual?

Please contact our Customer Service Center at 1-800-272-2216 for assistance Monday - Friday 8 a.m. - 8 p.m. ET. How can I stop/change recurring payments on my policy?

Is MassMutual the same as Massachusetts Mutual?

The Massachusetts Mutual Life Insurance Company, also known as MassMutual, is a Springfield, Massachusetts-based life insurance company.

What happened to MassMutual retirement?

Colorado-based Empower, the second-largest recordkeeper behind Fidelity, acquired MassMutuals retirement plan business in January 2021.

How do I get my 1099 from MassMutual?

For insurance accounts, log into MassMutual.com to download your 1099 form(s). On your dashboard, click Documents at the top of the screen, then select the policy from which you would like to view 1099 forms. For annuity accounts, log into MassMutual.com to download your 1099 form(s).

What company took over MassMutual?

On December 31, 2020, Empower Retirement (Empower) acquired the retirement plan and group insurance business of Massachusetts Mutual Life Insurance Company (MassMutual).

How do I get my 1099 from 401k?

You will receive a mailed copy of your Form 1099-R by January 31 of the year after you took the distribution from the custodian who holds your Guideline retirement funds, Benefit Trust Company (BTC).

Massmutual forms 2025

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