Get the free Beneficiary Designation - MassMutual

THE CULLEN/FROST BANKERS, INC. 401(K) STOCK PURCHASE PLAN (001332) Beneficiary Designation Form EMPLOYEE INFORMATION First Name MI Last Name Suffix Social Security Number Evening Phone Address 1 Address

How to fill out beneficiary designation - massmutual

How to fill out beneficiary designation - massmutual

1. Step 1: Obtain a beneficiary designation form from MassMutual.
2. Step 2: Provide your personal information, including your full name, date of birth, and contact information.
3. Step 3: Specify the type of policy or account for which you are designating a beneficiary.
4. Step 4: Provide the beneficiary's full name, date of birth, and relationship to you.
5. Step 5: Determine the percentage or amount of the benefit you want to assign to each beneficiary.
6. Step 6: If desired, include contingent beneficiaries in case the primary beneficiaries are unable to receive the benefit.
7. Step 7: Review the completed beneficiary designation form for accuracy and completeness.
8. Step 8: Sign and date the form, following any instructions provided by MassMutual.
9. Step 9: Submit the form to MassMutual through the designated method, such as mail or online submission.
10. Step 10: Keep a copy of the completed beneficiary designation form for your records.

Who needs beneficiary designation - massmutual?

1. Anyone who holds a policy or account with MassMutual that allows for the designation of beneficiaries should consider filling out a beneficiary designation form.
2. Individuals who want to ensure that their life insurance proceeds, retirement accounts, or other assets pass on to designated individuals or entities after their death should establish a beneficiary designation.
3. It is particularly important for individuals with dependents or specific wishes regarding the distribution of their assets to complete a beneficiary designation form.
4. Beneficiary designation forms are also necessary for those who wish to update or change their existing beneficiaries.

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What is beneficiary designation - massmutual?

Beneficiary designation with MassMutual is the process of naming who will receive the benefits of your life insurance policy or retirement account in the event of your death.

Who is required to file beneficiary designation - massmutual?

Policyholders or account holders with MassMutual are required to file beneficiary designations to ensure their benefits are distributed according to their wishes.

How to fill out beneficiary designation - massmutual?

You can fill out a beneficiary designation form provided by MassMutual either online or through paper form. You will need to provide the full name, date of birth, and relationship of the beneficiaries.

What is the purpose of beneficiary designation - massmutual?

The purpose of beneficiary designation with MassMutual is to ensure that your benefits are distributed according to your wishes and to avoid disputes or confusion among beneficiaries.

What information must be reported on beneficiary designation - massmutual?

On a beneficiary designation form with MassMutual, you must report the full name, date of birth, and relationship of each beneficiary that you wish to designate.