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about 515 results found, top 500 sorted by relevance
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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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15 Jul 11
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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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18 Jan 12
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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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12 Apr 07
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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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25 Feb 11
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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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14 Jun 11
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The EOB Remarks will print on each payment of a cycle if you use each of the following areas:
The EOB Remarks will print on each payment of a cycle if you create an EOB in ALL of the following 3 areas: The Mid-Cycle payments if chosen The Last Payment of a cycle if chosen on The First Payment if chosen on on the EOB Remarks prompt on the the Last Cycle Payment – EOB Remarks the usual EO...
http://ipbapp/csa/help/HB/DI_Ben/HUB_DIB_EOB_Remarks.doc - 0.5KB
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23 Nov 11
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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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25 Feb 11
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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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02 Jan 08
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**Based on the facts and circumstances of a BH claim and upon obtaining the lump sum settlement authorization, Examiner has a discussion with the insured regarding consideration for a lump sum settlement, to include informing the insured that we’ll condu
Based on the facts and circumstances of a BH claim and upon obtaining the lump sum settlement authorization, Examiner has a discussion with the insured regarding consideration for a lump sum settlement, to include informing the insured that we’ll conduct an AP call. Documentation in follow-up l...
http://ipbapp/csa/help/HB/DI_Ben/HB_DIB_BH_lump.doc - 1.2KB
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06 Oct 11
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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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12 Apr 07
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