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The document is a Change of Broker/Dealer Form from MassMutual Financial Group, which allows clients to request a change in their broker/dealer and registered representative for their investment accounts. It requires the completion of an Investor Account Form and includes sections for client information, product details, and signatures for authorization.

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Click ‘Get Form’ to open the Change of Broker/Dealer Form in the editor.
Begin by entering the date at the top of the form. Ensure that you type or print clearly for accuracy.
Fill in your Client Social Security or Tax ID number, followed by the Product Sponsor, Carrier, or Fund Company. Remember, one form is required per product sponsor.
Complete your personal details including Client Name and Account Title. Specify the Product Type by selecting from options like Mutual Fund, Variable Annuity, etc.
List your Account Number(s) and Product/Fund Name along with Share Class information.
Indicate the Present Broker/Dealer and New Broker/Dealer details as required.
Provide information for any changes to registered representatives, including their names and IDs.
Finally, authorize the dealer change by signing and dating where indicated for all account holders.

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2017	4.4 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 do I contact MassMutual Pension?

For any questions, please contact the MassMutual Participant Information Center at 1-800-775-4331.

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).

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.

What happened to MassMutual retirement?

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

Who took over MassMutual 401k?

4, 2021 - Empower Retirement today announced the completion of the previously announced acquisition of Massachusetts Mutual Life Insurance Companys (MassMutual) retirement plan business, following the receipt of regulatory approval required by the agreement.

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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.

Is MassMutual and Empower retirement the same?

On December 31, 2020, Empower Retirement (Empower) acquired the retirement plan and group insurance business of Massachusetts Mutual Life Insurance Company (MassMutual). Following an initial transition period, Empower Retirement will become the sole administrator of the retirement business acquired from MassMutual.

Is MassMutual in financial trouble?

We continue to have exceptional financial strength. The following summarizes some key measures of the financial strength that backs our commitments to our policyowners: Surplus and capital grew to record levels in 2023. Our surplus increased to $28.9 billion, an annual record.

Massmutual forms 2026

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How do I contact MassMutual Pension?

How do I get my 1099 from MassMutual?

How to take money out of MassMutual?

What happened to MassMutual retirement?

Who took over MassMutual 401k?

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Is MassMutual the same as Massachusetts Mutual?

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