Mass mutual claim forms 2026

1. Click ‘Get Form’ to open the mass mutual claim form in the editor.
2. Begin with Section A: Policy Information. Fill in the names of the Proposed Insured(s)/Annuitant(s) and the Life Insurance Policy/Certificate/Annuity Contract Number if known.
3. Proceed to Section B: Trust Information. Enter the Full Name of Trust, Date Trust was executed, and indicate whether it is Revocable or Irrevocable. Provide the Situs of Trust and list all authorized Trustees.
4. In Section C: Grantor/Tax Information, complete details about the Grantor(s), including their SSN, citizenship, date of birth, and residential address. Specify the Trust Taxpayer Identification Number (TIN) and check applicable options.
5. If applicable, fill out Section D: Owner Information by answering questions regarding Trustee authority over life insurance policies and any agreements related to policy ownership.
6. Complete Section E: Beneficiary Information by indicating relationships between beneficiaries and insured individuals for both annuity contracts and life insurance policies.
7. Finally, in Section F: Certification and Declaration by Trustee, ensure all required signatures are provided along with dates to validate the trust's status.

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