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Direction AND RELEASE
DIRECTION AND RELEASE This Direction and Release (the “Direction and Release”) is executed by the Massachusetts Mutual Life Insurance Company (the Company”) [INSERT NAME] (the “Owner”) and [INSERT NAME] (the Insured”). RECITALS [WHEREAS, the Company issued a RetireGuard disability inc...
http://ipbapp/csa/help/HB/DI_Ben/HB_dib_Direction_AND_RELEASE.doc - 6.4KB
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HB DIB Address Change Review
HB DIB Address Change Review Documented 05/30/2011 Purpose This document provides procedures on the address change review that must be completed every Monday by the DI operations team. Procedure
Address Change Process
Step
Action
1
Examiner receives notification from a customer that an add...
http://ipbapp/csa/help/HB/DI_Ben/AdminOP/ HB_DIB_Address_Change_Review.htm - 1.9KB
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Regional Vice President:
ROUTINE ACCOUNT ACCEPTANCE FORM C:\DOCUME~1\mm80990\LOCALS~1\Temp\~WRO3068.doc Retireguard Account CLIENT INFORMATION: (To be completed by DI Claim Examiner) Name / Grantor: __ Address: __ Phone: __ Fax: __ E-Mail: __ SS #_ Date of Birth: __ Marital Status: __ U.S. Citizen? Yes / No _____________...
http://ipbapp/csa/help/HB/DI_Ben/HB_Retireguard_acceptance_form.doc - 2.8KB
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E-mails sent:
E-mails sent: All external e-mails that are sent in regards to the claim should be printed for the claim file. Example: John Doe 1240 Main Street Anytown, MA 01002 Sent via e-mail to jdoe@worldnet.com Please note if you send the letter .... E-mails sent:
E-mails sent: All external e-mails tha...
http://ipbapp/csa/help/HB/DI_Ben/HB_dib_lettersanddocs.doc - 1.1KB
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Extended Benefits Value Sets
Extended Benefits/Lifetime Reference Chart (This is a tool. For specific policy information, please refer to insured’s specific policy coverage.) GenWord Ltr Calculation Rule/Parameter Base Form # Rider/Endorsement 100424 Beginning on Policy Anniversary following 65th Birthday - pay: Age 0-54 =...
http://ipbapp/csa/help/HB/DI_Ben/ HB_dib_extended_benefits_value_sets.doc - 3.8KB
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Before sending your e-mail check for the following:
E-mail Tips Before sending your e-mail check for the following: Background graphics should not be used due to formatting and data size considerations. Proper spelling and grammar Keep the font professional Reread the e-mail before you send it Consider your recipients: Do not overuse reply to all....
http://ipbapp/csa/help/HB/DI_Ben/HB_DIB_email_tips.doc - 1.6KB
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APPEALS PROCESS
APPEALS PROCESS for DISABILITY CLAIMS (applies to both ERISA and Non-ERISA claims) Request for Appeal received IF: Last reviewed January 15th, 2007 The claim was closed because the required No new information is received forms or proof of loss were not received, and the required information or ne...
http://ipbapp/csa/help/HB/DI_Ben/HB_Appeals_Process_for_DI_Claims.pdf - 1.9KB
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Microsoft Word - DI1093.doc
DI1093 1102 CAVEAT The MassMutual Trust Company, FSB is precluded from the practice of law. The Company provides this sample document as a service to its clients, but makes no representations about the legal or tax consequences of the execution of this document. Donor will irrevocable assign to T...
http://ipbapp/csa/help/HB/DI_Ben/HB_DI1093.pdf - 10.7KB
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