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MassMutual Transitions

MassMutual Transitions 2026

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The document is a form for MassMutual Transitions® Custom Plan Feature Election, which allows owners or participants to establish or terminate elected features within their annuity contracts. It includes sections for owner information, feature options, and authorization for changes. The form outlines specific benefits and conditions related to the election of features, including death benefits and guaranteed minimum income benefits.

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Click ‘Get Form’ to open the MassMutual Transitions form in the editor.
Begin by filling out the Owner/Participant Information section. Enter your Contract/Certificate Number, Daytime Telephone Number, and your name along with the Social Security Number. If applicable, include the Joint Owner/Participant's details.
Next, provide your complete address including Street, City, State, and Zip code.
In Section II, answer any questions regarding Custom Plan Feature Options. Carefully select features you wish to add or terminate based on your needs. Remember that certain features may have state availability restrictions.
Review the Death Benefit options and select only one. Ensure you understand how changes may affect your benefits before making a selection.
Complete Section III by signing and dating the form to authorize your elections. Make sure all information is accurate before submission.

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

Is Great American now MassMutual?

Colorado-based Empower, the second-largest recordkeeper behind Fidelity, acquired MassMutuals retirement plan business in January 2021. The latest news raised interesting points about plan sponsor responsibilities as the retirement plan industry consolidates.

Did MassMutual change their name?

Why are you changing your name? Great American Life was acquired by MassMutual on May 28, 2021. As part of this transition, we are required to establish a new company name, MassMutual Ascend Life Insurance Company.

What is the company name for MassMutual?

Insurance products issued by Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111, and its affiliated US insurance companies.

What companies are owned by MassMutual?

MassMutual Financial Group is a family of companies owned by MassMutual including: OppenheimerFunds, Inc., Babson Capital Management LLC, Baring Asset Management Limited, Cornerstone Real Estate Advisers LLC, MassMutual International LLC, MML Investors Services, Inc. and The MassMutual Trust Company, FSB.

What happened to my MassMutual 401k?

Empower Retirement acquired MassMutuals retirement plan business in January 2021. Log in to your Empower Retirement account. Who can I contact about my workplace retirement plan? Empower Retirement has acquired your MassMutual workplace retirement plan.

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What is the new name for MassMutual?

Great American Life is now MassMutual Ascend Great American Life Insurance Company is now doing business as MassMutual Ascend.

Is MassMutual financially stable?

The stability of our business is reflected in our financial strength ratings, 1 including: A++ Superior by A.M. Best Company, AA+ Very Strong by Fitch Ratings, Aa3 High Quality by Moodys Investors Service, and AA+ Very Strong by SP Global Rating.

MassMutual Transitions 2026

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