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Massmutual annuity surrender form

Massmutual annuity surrender form 2025

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The document is a form for the MassMutual Transitions Custom Plan, allowing owners/participants to elect or terminate specific custom plan features related to their annuity contracts. It includes sections for personal information, feature options, and authorization, detailing the implications of changes to benefits and charges associated with the contract.

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Versions	Form popularity	Fillable & printable
2016	4.9 Satisfied (23 Votes)
2004	4.8 Satisfied (26 Votes)

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What is an annuity withdrawal form?

Use this form to request a one-time withdrawal from your annuity contract or to establish or modify a preauthorized withdrawals.

How do I cancel my MassMutual policy?

To cancel your MassMutual insurance Subscription, follow these easy steps: Call customer service on (800) 272-2216. Ask to speak with a representative. Provide them with your policy number and customer details. Request cancellation of your coverage and recurring payments. You will receive a confirmation letter or email.

Can you take money out of MassMutual?

Withdrawals are taken proportionally from your contract value in your selected investment choices. Minimum withdrawal amount is $100. Remaining contract balance: Evolution must be at least $2,000; Transitions Select must be at least $2,000. Withdrawals may be subject to a contingent deferred sales charge (CDSC).

How do I close out my MassMutual account?

We would love the opportunity to understand why you want to cancel your policy and how we can help. To discuss alternative options or have us assist you with cancellation, please call 1-800-272-2216 or docHub out to your financial professional.

Massmutual annuity surrender form 2025

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