MassMutual Transfer Request Form for Electrum Select SM
This file is used to request transfers of account value between separate account divisions and the Guaranteed Principal Account (GPA). It includes sections for policy information, owner information, transfer requests, disclosures, agreements and signatures, submission and contact information, and investment options. Refer to the policy and prospectus for additional details.
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How do I fill this out?
To fill out this form, you will need to provide accurate information in each section, including policy and owner information, and transfer request details. Make sure to follow the instructions and use whole dollars or percentages. Sign and submit the form as indicated.
How to fill out the MassMutual Transfer Request Form for Electrum Select SM?
1
Enter policy and owner information in sections A and B.
2
Complete the transfer request details in section C.
3
Review the disclosures in section D.
4
Sign the form in section E.
5
Submit the form as directed in section F.
Who needs the MassMutual Transfer Request Form for Electrum Select SM?
1
Policy owners who want to transfer account value between separate account divisions and the GPA.
2
Corporations, trusts, partnerships, and LLCs needing to manage their policy allocations.
3
Individuals seeking to update their investment options.
4
Assignees who need to authorize and sign the transfer request.
5
Financial advisors assisting clients with their policy management.
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What are the instructions for submitting this form?
To submit this form, you can contact MassMutual via phone at 1-800-665-2654 (Monday through Friday, 8 a.m. - 5 p.m. Eastern Time), mail the form to MassMutual, Attention: BOLI/COLI Hub, 1295 State Street, PO Box 2488, Springfield, MA 01101-2488, email the form to BoliColiService@MassMutual.com, or fax the form to 1-413-226-4054. Retain the original form and the fax machine confirmation statement for your records. Make sure to complete and review all sections before submission to ensure accuracy and compliance with policy guidelines.
What are the important dates for this form in 2024 and 2025?
Refer to policy documents and disclosures for specific dates related to your policy year and transfer limitations.
What is the purpose of this form?
The purpose of this form is to facilitate the transfer of account values between separate account divisions and the Guaranteed Principal Account (GPA) for policy owners. By using this form, policy owners can manage their investment options and make adjustments to their policy allocations in accordance with their financial goals. The form also ensures that transfers are processed accurately and in compliance with policy terms and conditions.
Tell me about this form and its components and fields line-by-line.
- 1. Policy Information: Includes contract number and policy number/insured name.
- 2. Owner Information: Captures the full legal name, email address, and phone number of the owner.
- 3. Transfer Request: Details the investment options and amounts to be transferred.
- 4. Disclosures: Provides important information about transfer limitations and conditions.
- 5. Agreements & Signatures: Requires signatures from the owner, additional owner/officer/trustee, and assignee if applicable.
- 6. Submission & Contact Information: Includes contact details for submitting the form and requesting further information.
- 7. Investment Options: Lists the available investment options for transfers.
What happens if I fail to submit this form?
Failure to submit this form may result in delays or inability to process the requested transfers.
- Missed Transfer: Your requested transfer may not be processed in time.
- Account Balance Impact: Delays in transfer may affect your account balance and investment performance.
- Policy Compliance: Failure to submit may result in non-compliance with policy terms.
How do I know when to use this form?
- 1. Policy Management: To manage and adjust your policy allocations.
- 2. Investment Strategy: To change investment options as per your financial strategy.
- 3. Policy Compliance: To comply with policy terms and conditions regarding transfers.
- 4. Financial Planning: To align your policy with your financial planning goals.
- 5. Assignee Authorization: When an assignee needs to authorize a transfer request.
Frequently Asked Questions
How do I fill out the MassMutual Transfer Request form?
Provide policy and owner information, complete transfer request details, review disclosures, sign the form, and submit as directed.
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Can I sign the PDF form on PrintFriendly?
Yes, use our signature tool to add your signature to the designated areas of the form.
How do I submit the filled form?
Submit the completed form via email, fax, or mail as indicated in the submission section.
Is there a limit on how many transfers I can request?
Yes, only one transfer from the GPA is permitted per policy year, with certain limitations outlined in the disclosures section.
What should I do if additional transfers are needed?
Attach an additional form or census with the needed transfer details.
What happens if my transfer request exceeds the GPA limits?
The transfer will be processed for the lesser amount if the requested dollar amount exceeds the GPA value on the transfer date.
Can I share the completed form electronically?
Yes, you can share the form via email or generate a shareable link on PrintFriendly.
What details are required in the owner information section?
Provide the full legal name, email address, and phone number of the owner.
How do I contact MassMutual for more information?
Contact MassMutual via phone, mail, or email as provided in the submission section.
