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If you need any assistance regarding the servicing of your MassMutual Individual Retirement Account (IRA), please contact us at (866) 306-6472, or go to www.massmutual.com/ira to access your account. If you need assistance regarding the servicing of your MassMutual Retirement Management Account (RMA), please contact your advisor.
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| Mail Forms: |
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MassMutual IMG
1295 State Street
Springfield, MA 01111-1111 |
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| Mail Checks: |
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Standard Mail:
MML Investors Services, Inc.
PO Box 8088
Boston, MA 02266-8088
Overnight Mail:
MML Investors Services, Inc.
c/o Boston Financial Data Services
30 Dan Road
Canton, MA 02021-2809 |
Make checks payable to:
NFS, FBO (account owner's name). You must write the MassMutual IRA account number on the check. |
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| MassMutual Individual Retirement Account |
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| MassMutual IRA Additional Contribution Investment Selection Form |
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| Use this form to submit an additional payment (via check) for your MassMutual IRA as well as designate the allocation of your additional payment into a specific fund(s). The IRA Contribution Guide can be used as a basic reference for considering contributions to your MassMutual IRA. (NOTE: The minimum to open a fund is $100.) |
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| MassMutual IRA Beneficiary and Successor Beneficiary Designation Form |
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| Use this form to make or change your beneficiary or successor beneficiary designation for the MassMutual IRA for Roth IRA, Rollover IRA or Traditional IRA. If you are changing the beneficiary, the information provided on this form will replace any previous designations. (NOTE: If you are married and name a beneficiary other than or in addition to your spouse, you may want to consult an attorney or tax advisor to determine community property laws on your beneficiary designation.) |
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| MassMutual IRA Contribution by Electronic Fund Transfer Form |
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| Use this form to make IRA contributions electronically by transferring money from your bank account to your MassMutual IRA (Traditional or ROTH). (NOTE: All contributions will be made to the Core Money Market fund. Completion of Section 4 of this form will enable new money to move from the Core Money Market fund to an existing mutual fund that you have funded in your MassMutual IRA.) |
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| MassMutual IRA Investment Selection Form |
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| Use this form to reallocate your current investment allocation. (NOTE: This allocation change request will replace current allocations and must equal 100%.) |
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| MassMutual IRA One-Time Distribution Request Form |
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| Use this form to request a one-time partial distribution from your MassMutual IRA (Traditional IRA, Rollover IRA, ROTH IRA). (NOTE: Distributions made in cash will be paid from the balance of your Core Money Market fund. It is the account owner's responsibility to ensure there are sufficient funds available in the Core Money Market fund to process the partial distribution.) |
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| MassMutual IRA Periodic Distribution Request Form |
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| Use this form to request periodic distributions from your MassMutual IRA (Traditional IRA, Rollover IRA, ROTH IRA) or to change an existing periodic distribution plan. (NOTE: A separate form is needed for each separate IRA account.) |
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| MassMutual IRA Required Minimum Distribution (RMD) Calculation Request Form |
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| Use this form to request National Financial Services, LLC (NFS) to calculate your current calendar year RMD amount for your MassMutual IRA. NFS will mail you a response with the RMD amount for this (or each account requested on a separate form) based upon the information you provide on this form and information on file for your MassMutual IRA. |
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| MassMutual IRA Tax Withholding Election Form |
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| Use this form to change your federal and /or state tax withholding election for periodic distributions from your MassMutual IRA (Traditional IRA, Rollover IRA, ROTH IRA). |
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| MassMutual IRA Transfer of Assets Form |
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| Use this form to authorize the transfer of assets currently at another firm to your MassMutual IRA. (NOTE: If you are transferring more than one account, complete one form for each account you are transferring.) |
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| Use this contribution guide as a basic reference for considering contributions to your MassMutual IRA. |
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| MassMutual IRA Roth IRA Conversion Form |
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| Use this form to request a conversion of all or any part of an IRA, Rollover IRA, SEP-IRA or Simple IRA to a Roth IRA. |
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| Trustee Certification of Investment Powers |
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| Use this Form to establish, add or change Trustee information on a Trust account. Please complete all sections. The Trustees authorized on this Form will supersede any earlier designations. |
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Before investing in any of the MassMutual Premier Funds and MassMutual Select Funds, investors should carefully consider a fund's investment objectives, risks, charges and expenses. The fund's prospectus contains this and other information about the fund. You may obtain the prospectuses by calling a MassMutual IRA Specialist at 1-877-747-6277. Read the prospectuses carefully before investing.
The MassMutual IRA is administered by National Financial Services, LLC as part of their Premiere Select Program. National Financial Services, LLC is not affiliated with MassMutual, MML Distributors, LLC or MML Investors Services, Inc. MassMutual Premier Funds and MassMutual Select Funds are distributed by MML Distributors, LLC, 1295 State Street, Springfield, MA 01111. Investments in the MassMutual IRA purchase Class A shares of the MassMutual Premier Funds and MassMutual Select Funds. The MassMutual IRA is offered through registered representatives of MML Investors Services, Inc., 1295 State Street, Springfield MA 01111. MassMutual Funds is a marketing designation for the MassMutual Premier Funds and MassMutual Select Funds and is not the legal name for these two fund families or the underlying mutual funds offered.
The MassMutual IRA should not be considered as a complete retirement solution. When planning for retirement, you should also think about factors, such as your total assets, your income needs, life insurance and health insurance needs, as well as planning for emergencies. Before investing in the MassMutual IRA, please be sure to determine whether rolling over your IRA asset is appropriate for you by considering several factors such as, your objectives, time horizon, risk tolerance, retirement needs, and income needs. Your MassMutual IRA value will fluctuate based on market performance, and when redeemed, may be worth less than the original cost. |
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| Check out current performance information for the MassMutual Financial Group companies' Annuity, IRA, Executive Benefits and Variable Life products. |
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