Massmutual request to surrender policy qualified plan form 2026

1. Click ‘Get Form’ to open the massmutual request to surrender policy qualified plan form in the editor.
2. Begin by filling out the 'About Your Policy' section. Enter your policy number, insured's full legal name, owner's full legal name, date of birth, address, daytime phone number, and email address. Ensure all information is accurate.
3. In the 'Withdraw and/or Apply Dividends' section, select the dividends you wish to withdraw or apply. Specify the amount for each option clearly.
4. Complete the 'Payee/Mailing Address' section if proceeds are to be sent to someone other than the policy owner. Fill in the payee's name and address accurately.
5. Review and complete any necessary signature requirements as outlined in Section 10. Ensure all required signatures are obtained before submission.
6. Finally, submit your completed form by mailing or faxing it to MassMutual as indicated in Section 11.

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