Mass mutual rmd request form 2026

1. Click ‘Get Form’ to open the mass mutual RMD request form in the editor.
2. Begin by filling out the Owner/Participant Information section. Enter your Contract/Certificate Number, Name, Daytime Phone Number, and Email.
3. In the Required Minimum Distribution Calculation section, indicate if your account was with MassMutual on December 31 of last year. If not, provide the Fair Market Value from that date.
4. Choose whether to set up Automatic RMD withdrawals by completing Section 3. Select your preferred frequency and start date for these withdrawals.
5. If you prefer a one-time distribution, complete Section 4. Specify if this is for the current year or a previous year and provide necessary values.
6. Fill out Distribution Instructions (Section 5) if proceeds are going to an alternate payee or via Electronic Funds Transfer (EFT).
7. Complete Withholding Information (Section 6) to elect federal income tax withholding options.
8. Sign and date the form in Section 8, ensuring all required signatures are included.

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