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MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - CW
Required in AL, AZ, CO, IA, KY, LA, ME, MD, MS, MT, NH, NJ, NM, OH, OR, RI, TX, VT, VA
Lit No: F6487
Revised: 07/01/2014
Form ID: 6130
Publish: 12/11/2017
Details
MassMutual - Annuities
Replacement Notice - MA
Lit No: F5436MA
Revised: 08/01/2007
Form ID: 6131
Publish: 12/08/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - WA
Lit No: F5436WA
Revised: 08/01/2007
Form ID: 6133
Publish: 12/08/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - AR
Lit No: F5436AR
Revised: 08/01/2007
Form ID: 6134
Publish: 10/12/2007
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - CA
Lit No: F5436CA
Revised: 11/01/2017
Form ID: 6135
Publish: 12/11/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - DE
Lit No: F5436DE
Revised: 08/01/2007
Form ID: 6136
Publish: 12/08/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - FL
Lit No: F5436FL
Revised: 08/01/2007
Form ID: 6137
Publish: 12/12/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - GA
Lit No: F5436GA
Revised: 08/01/2007
Form ID: 6138
Publish: 12/08/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - ID
Lit No: F5436ID
Revised: 08/01/2007
Form ID: 6139
Publish: 12/08/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - IL
Lit No: F5436IL
Revised: 08/01/2007
Form ID: 6140
Publish: 12/08/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - IN
Lit No: F5436IN
Revised: 08/01/2007
Form ID: 6143
Publish: 12/08/2017
Details
MassMutual - Annuities
Important Notice to Applicant for Life Insurance o
Replacement Form for Kansas.
Lit No: F5436KS
Revised: 03/01/2010
Form ID: 6144
Publish: 12/08/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - MI
Lit No: F5436MI
Revised: 08/01/2007
Form ID: 6145
Publish: 12/08/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - MN
Lit No: F5436MN
Revised: 08/01/2007
Form ID: 6146
Publish: 12/08/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - MO
Lit No: F5436MO
Revised: 08/01/2007
Form ID: 6147
Publish: 12/08/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - NE
Lit No: F5436NE
Revised: 08/01/2007
Form ID: 6148
Publish: 12/08/2017
Details
MassMutual - Annuities
Nevada State Replacement Form - Annuity
Lit No: F5436NV(A)
Revised: 12/11/2017
Form ID: 6149
Publish: 12/13/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - OK
Lit No: F5436OK
Revised: 08/01/2007
Form ID: 6151
Publish: 12/08/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - PA
Lit No: F5436PA
Revised: 08/01/2007
Form ID: 6152
Publish: 12/08/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - PR
Lit No: F5436PR
Revised: 08/01/2007
Form ID: 6153
Publish: 12/08/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - RI
Lit No: F5436RI
Revised: 08/01/2005
Form ID: 6154
Publish: 10/29/2005
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - SD
Lit No: F5436SD
Revised: 08/01/2005
Form ID: 6156
Publish: 10/29/2005
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - TN
Lit No: F5436TN
Revised: 08/01/2007
Form ID: 6157
Publish: 12/08/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - WV
Lit No: F5436WV
Revised: 08/01/2005
Form ID: 6159
Publish: 10/29/2005
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - WI
Lit No: F5436WI
Revised: 08/01/2007
Form ID: 6160
Publish: 10/10/2007
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - WY
Lit No: F5436WY
Revised: 08/01/2007
Form ID: 6161
Publish: 12/08/2017
Details
MassMutual - Annuities
New York Authorization for Disclosure of Informati
Authorization for Disclosure of Information - This form must be submitted with the proper Disclosure Statement. (Annuity to Annuity - F5436NY(A) or Life to Annuity - F5436NY(L)
Lit No: F6512
Revised: 08/01/2018
Form ID: 6162
Publish: 08/08/2018
Details
MassMutual - Annuities
Request for Cash Surrender
Use this form for all cash surrenders. PLEASE NOTE: this form may NOT be used to surrender an Annuity Contract however, it may be used for an internal exchange of a MassMutual life policy to a MassMut
Lit No: F6309-US
Revised: 07/01/2017
Form ID: 6163
Publish: 12/08/2017
Details
MassMutual - Annuities
MMLISI Disclosure Brochure - Connecting You With t
This disclosure brochure must be delivered to all clients no later than at the time the client signs the Investor Account Form or the NFS Brokerage Account Application. The brochure must also be deli
Lit No: MI1054
Revised: 11/01/2017
Form ID: 6391
Publish: 12/08/2017
Details
MassMutual - Annuities
Assignment Of Annuity Policy As Collateral
Use this form to collaterally assign a MassMutual annuity to a third party.
Lit No: F9686
Revised: 12/11/2017
Form ID: 6594
Publish: 12/13/2017
Details
MassMutual - Annuities
Automatic Investment Plan (AIP) Agreement
Use this form to initiate, change or terminate an AIP election for MassMutual Evolution, MassMutual Transitions, MassMutual Transitions Select, Flex Extra, LifeTrust, MassMutual Odyssey, MassMutual Od
Lit No: F6922
Revised: 12/11/2017
Form ID: 6596
Publish: 12/22/2017
Details
MassMutual - Annuities
Company To Company Transfer of Assets
Complete this form to directly transfer Qualified assets or liquidate and transfer Non-Qualified assets from another institution into a MassMutual/C.M. Life Contract/Certificate. This form should not
Lit No: F6628
Revised: 09/08/2008
Form ID: 6599
Publish: 10/09/2008
Details
MassMutual - Annuities
Annuity Contract Change Request - Name, Beneficiar
Use this form to change Name, Beneficiary, Owner, Annuitant, Payee and Premium Payor on your existing MassMutual/C.M. Life Contract.
Lit No: f6455
Revised: 12/11/2017
Form ID: 6600
Publish: 12/13/2017
Details
MassMutual - Annuities
Certification Form Domestic Relations Order Issued
Use the attached form to direct MassMutual to allocate all or a portion of your IRA (Traditional, SEP, SIMPLE or Roth) or Non-Qualified annuity contract to an alternate payee.
Lit No: f6617
Revised: 06/26/2018
Form ID: 6601
Publish: 07/05/2018
Details
MassMutual - Annuities
Foundation Payment Memo
Use this form to send in a Foundation payment. Make 3 copies of this form, return 1 copy with the check, return 1 copy with the Home Office application, and keep 1 copy for agency records.
Lit No: F6443
Revised: 07/01/2003
Form ID: 6619
Publish: 10/29/2005
Details
MassMutual - Annuities
IRA Recharacterization Request
Use this form to recharacterize either contributions made to one type of IRA to a different type of IRA for a taxable year or to recharacterize conversions to a Roth IRA.
Lit No: F9684
Revised: 06/11/2018
Form ID: 6620
Publish: 06/13/2018
Details
MassMutual - Annuities
IRA/Roth IRA Minor Indemnification Form
For use when a parent wishes to set up an IRA/Roth IRA as custodian for their minor child who is eligible for an IRA. (Minor is defined as age 0 - age of majority)
Lit No: F6600
Revised: 12/11/2017
Form ID: 6621
Publish: 12/13/2017
Details
MassMutual - Annuities
MassMutual Artistry Additional Payment Remittance
Use this form to submit additional payments for Artistry IRA contracts.
Lit No: F9297
Revised: 05/01/2018
Form ID: 6625
Publish: 04/27/2018
Details
MassMutual - Annuities
MassMutual Annuity Plan Data Form (previously know
Use this form to establish new or existing plans for TSA & Texas ORP.
Lit No: F9522
Revised: 12/11/2017
Form ID: 6635
Publish: 12/13/2017
Details
MassMutual - Annuities
MassMutual Artistry Internal Exchange Disclosure a
Use this form to initiate an internal exchange into a MassMutual Artistry contract. Please include an appropriate application and any required state replacement forms in addition to this form.
Lit No: F6872
Revised: 12/11/2017
Form ID: 6636
Publish: 12/13/2017
Details
MassMutual - Annuities
MassMutual Disclosure
Use this form for Custodial IRA, Non-Qualified Deferred Compensation, and Qualified Plans
Lit No: F6935
Revised: 12/11/2017
Form ID: 6643
Publish: 12/13/2017
Details
MassMutual - Annuities
MassMutual Evolution Additional Payment Remittance
Use this form to submit an additional payment for a MassMutual Evolution IRA or Non-Qualified contract.
Lit No: F9709
Revised: 05/01/2018
Form ID: 6644
Publish: 04/27/2018
Details
MassMutual - Annuities
MassMutual Evolution Application - Multi-State Ver
Lit No: fr1105
Revised: 05/01/2015
Form ID: 6646
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual Evolution Application for Florida
Lit No: fr1105fl
Revised: 05/01/2015
Form ID: 6648
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual Evolution Application for Massachusetts
Lit No: fr1105ma
Revised: 05/01/2015
Form ID: 6651
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual Evolution Application For Oregon
Lit No: fr1105or
Revised: 05/01/2015
Form ID: 6655
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual Evolution Application for Texas
Lit No: fr1105tx
Revised: 05/01/2015
Form ID: 6656
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual Evolution Additional Feature Terminatio
Complete this form to terminate the Guaranteed Minimum Accumulation Benefit (GMAB), the Guaranteed Minimum Income Benefit (GMIB), or MassMutual Lifetime Payment Plus within a MassMutual Evolution cont
Lit No: F9708
Revised: 12/11/2017
Form ID: 6660
Publish: 12/13/2017
Details
MassMutual - Annuities
MassMutual Evolution Application - Multi-State Ver
Lit No: fr1105rfa
Revised: 05/01/2015
Form ID: 6662
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual Evolution and MassMutual Transitions Se
for use with: Guaranteed Income Plus 5, Guaranteed Income Plus 6,Lifetime Payment Plus
Lit No: f9700
Revised: 09/20/2018
Form ID: 6664
Publish: 09/28/2018
Details
MassMutual - Annuities
Beneficiary Designation With Restricted Payout
This form designates the form of death benefit payment made to beneficiaries in the event of death before the Annuity Date. Use with MassMutual Evolution, MassMutual Transitions Select, MassMutual Ody
Lit No: F9564
Revised: 09/01/2017
Form ID: 6690
Publish: 09/14/2017
Details
MassMutual - Annuities
MassMutual Odyssey, MassMutual Odyssey Plus, MassM
Use this form to submit an additional payment for a MassMutual Odyssey, MassMutual Odyssey Plus, and MassMutual Odyssey Select
Lit No: F9299
Revised: 12/11/2017
Form ID: 6693
Publish: 12/13/2017
Details
MassMutual - Annuities
MassMutual Transitions Custom Plan Feature Electio
Use this form to establish or terminate elected features within the MassMutual Transitions Custom Plan.
Lit No: F6929
Revised: 12/11/2017
Form ID: 6696
Publish: 12/13/2017
Details
MassMutual - Annuities
MassMutual Transitions Package Transfer Election
Use this form to transfer among packages I, II, and III of the MassMutual Transitions product.
Lit No: F6930
Revised: 12/11/2017
Form ID: 6697
Publish: 12/13/2017
Details
MassMutual - Annuities
MassMutual Transitions Select Additional Feature T
Use this form to add or terminate certain product features on a MassMutual Transitions Select contract.
Lit No: F9721
Revised: 12/11/2017
Form ID: 6698
Publish: 12/13/2017
Details
MassMutual - Annuities
MassMutual Transitions Select Application - Multi-
Lit No: fr1108
Revised: 05/01/2015
Form ID: 6699
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual Transitions Select Application for Ariz
Lit No: fr1108az
Revised: 05/01/2015
Form ID: 6700
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual Transitions Select Application for Flor
Lit No: fr1108fl
Revised: 05/01/2015
Form ID: 6701
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual Transitions Select Application for Mass
Lit No: fr1108ma
Revised: 05/01/2015
Form ID: 6704
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual Transitions Select Application for Minn
GMIB changes not yet approved
Lit No: fr1108mn
Revised: 05/01/2015
Form ID: 6705
Publish: 11/03/2017
Details
MassMutual - Annuities
Transitions Select Application - NY
Lit No: FR1108NY
Revised: 05/01/2016
Form ID: 6710
Publish: 04/28/2016
Details
MassMutual - Annuities
MassMutual Transitions Select Application For Oreg
Lit No: fr1108or
Revised: 05/01/2015
Form ID: 6711
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual Transitions Select Application for Texa
Lit No: fr1108tx
Revised: 05/01/2015
Form ID: 6713
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual Transitions Select Application - Multi-
Lit No: fr1108rfa
Revised: 05/01/2015
Form ID: 6715
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual MassMutual Transitions Select Additiona
Use this form to submit an additional payment for a MassMutual Transitions Select IRA or Non-Qualified contract.
Lit No: F9303
Revised: 05/01/2018
Form ID: 6719
Publish: 04/27/2018
Details
MassMutual - Annuities
Required Minimum Distribution Guidelines and Elect
RMD. Not applicable on Non-Qualified contracts.
Lit No: f6695
Revised: 09/20/2018
Form ID: 6725
Publish: 09/28/2018
Details
MassMutual - Annuities
Nursing Home Benefit Waiver
Use this form to request a waiver of the contingent deferred sales charge on a full or partial withdrawal request.
Lit No: F6940
Revised: 12/11/2017
Form ID: 6728
Publish: 12/22/2017
Details
MassMutual - Annuities
Panorama Additional Payment Remittance
Use this form to submit an additional payment for a Panorama IRA or Non-Qualified contract.
Lit No: F9304
Revised: 12/11/2017
Form ID: 6729
Publish: 12/13/2017
Details
MassMutual - Annuities
Panorama Dollar Cost Averaging Election
Use this form to establish a new or change an existing Dollar Cost Averaging (DCA) program for a Panorama contract.
Lit No: F5134
Revised: 05/01/2010
Form ID: 6731
Publish: 05/03/2010
Details
MassMutual - Annuities
Panorama Passage Additional Payment Remittance
Use this form to submit an additional payment for a Panorama Passage IRA or Non-Qualified contract.
Lit No: F9301
Revised: 05/01/2018
Form ID: 6732
Publish: 04/27/2018
Details
MassMutual - Annuities
Panorama Passage Investment Rebalancing
Use this form to rebalance investment options for a Panorama Passage contract.
Lit No: F6950
Revised: 05/01/2010
Form ID: 6734
Publish: 05/03/2010
Details
MassMutual - Annuities
Panorama Plus Additional Payment Remittance
Use this form to submit an additional payment for a Panorama Plus IRA or Non-Qualified contract.
Lit No: F9300
Revised: 12/11/2017
Form ID: 6740
Publish: 12/13/2017
Details
MassMutual - Annuities
Panorama Plus Dollar Cost Averaging Election
Use this form to establish a new or change an existing Dollar Cost Averaging (DCA) program for a Panorama Plus contract.
Lit No: F5219
Revised: 05/01/2010
Form ID: 6741
Publish: 05/03/2010
Details
MassMutual - Annuities
Panorama Premier Additional Payment Remittance
Use this form to submit an additional payment for a Panorama Premier IRA or Non-Qualified contract.
Lit No: F9302
Revised: 05/01/2018
Form ID: 6744
Publish: 04/27/2018
Details
MassMutual - Annuities
Panorama Premier Transfer of Current Assets
And Allocation Change for Future Payments
Lit No: F6626
Revised: 05/01/2010
Form ID: 6749
Publish: 05/03/2010
Details
MassMutual - Annuities
Certification Form Information Qualified Domestic
Use the attached form to direct MassMutual to allocate all or a portion of your annuity contract under a 403(b) Tax Sheltered Annuity (TSA), a Qualified Plan under Internal Revenue Code Section 401(a)
Lit No: F6937
Revised: 12/11/2017
Form ID: 6798
Publish: 12/22/2017
Details
MassMutual - Annuities
Request for Conversion
Complete this form for the conversion of a MassMutual Annuity contract from a Traditional IRA, SEP IRA, SIMPLE IRA, Qualified Employee Benefit Plan, or Governmental 457(b) within the same product. A s
Lit No: f5466
Revised: 06/26/2018
Form ID: 6799
Publish: 07/05/2018
Details
MassMutual - Annuities
Request for Duplicate Contract
Use this form to request a duplicate copy of a MassMutual annuity contract.
Lit No: F6927
Revised: 03/01/2004
Form ID: 6800
Publish: 10/30/2005
Details
MassMutual - Annuities
Certification of Trust Agreement
Required when trust to be named as policy owner. Trust agreements are no longer accepted.
Lit No: F6734
Revised: 08/01/2007
Form ID: 6903
Publish: 12/08/2017
Details
MassMutual - Annuities
Definition of Replacement - NY
This form must be completed for all New York sales
Lit No: F6484
Revised: 08/01/2015
Form ID: 6905
Publish: 12/08/2017
Details
MassMutual - Annuities
TSA Salary Amendment Agreement
Use when employer has not signed the application. Type in the requested information, print the form, obtain all required signatures and submit for processing.
Lit No: F6033
Revised: 05/01/2005
Form ID: 6913
Publish: 10/30/2005
Details
MassMutual - Annuities
Corporate Agreement for GCS Accounts
Lit No: 76
Revised: 07/27/2006
Form ID: 6949
Publish: 09/18/2006
Details
MassMutual - Annuities
Section 412(i) Individual Qualified Defined Benefi
Use this statement of intent to set up a Section 412(i) Individual Qualified Defined Benefit Plan under MassMutual Odyssey, MassMutual Odyssey Plus, or MassMutual Odyssey Select for MassMutual Life In
Lit No: F6954
Revised: 03/15/2010
Form ID: 6950
Publish: 03/17/2010
Details
MassMutual - Annuities
Annuity Request for Free Look
Use this form to exercise a free look provision.
Lit No: f9765
Revised: 06/26/2018
Form ID: 8086
Publish: 07/05/2018
Details
MassMutual - Annuities
MMLISI Replacement / Change
Use this form for any transaction which involves a change from one mutual fund family, variable annuity, variable life product, or Section 529 plan to another. (MF VA VL 529 Change Form.)
Lit No: F6112
Revised: 09/01/2017
Form ID: 8088
Publish: 12/12/2017
Details
MassMutual - Annuities
Life Insurance Claim Form - General Version
Use this Claim Form to apply for death benefit proceeds under any life insurance policy issued by Massachusetts Mutual Life Insurance Company or its affiliates.
Lit No: FR1018G-LI
Revised: 01/01/2018
Form ID: 9993
Publish: 10/02/2018
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - AL
Lit No: F5436AL
Revised: 04/01/1997
Form ID: 10001
Publish: 08/16/2006
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - AZ
Lit No: F5436AZ
Revised: 04/01/1997
Form ID: 10002
Publish: 08/11/2006
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - MD
Lit No: F5436MD
Revised: 11/01/2003
Form ID: 10003
Publish: 08/11/2006
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - NJ
Lit No: F5436NJ
Revised: 04/01/1997
Form ID: 10004
Publish: 08/11/2006
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - KY
Lit No: F5436KY
Revised: 04/01/1997
Form ID: 10016
Publish: 08/11/2006
Details
MassMutual - Annuities
Terminal Illness Benefit Rider
Use this form if you have a terminal illness and are taking a full withdrawal from a CM Windows, MassMutual Artistry, MassMutual Equity Edge, MassMutual Odyssey, MassMutual Odyssey Plus, MassMutual Od
Lit No: FR1034
Revised: 12/11/2017
Form ID: 10553
Publish: 12/13/2017
Details
MassMutual - Annuities
Minnesota Guaranty Association Notice form
Producers must sign and submit the Guaranty Association Notice (GAN) with all new annuity business written in Minnesota. By signing the form, you are certifying that you have explained and given the G
Lit No: MNGA
Revised: 12/01/2006
Form ID: 10962
Publish: 12/08/2017
Details
MassMutual - Annuities
Annuity Claim Packet
Use this Claim Packet to apply for death benefit proceeds under any Annuity contract.
Lit No: FR1024-AN
Revised: 06/01/2018
Form ID: 11140
Publish: 10/02/2018
Details
MassMutual - Annuities
New York Authorization for Disclosure of Informati
This form must be submitted with F6484 and should be mailed or faxed to the annuity reg 60 specialist for all New York annuity sales. The fax number is 860-562-6074.
Lit No: F6512A
Revised: 12/11/2017
Form ID: 12409
Publish: 12/13/2017
Details
MassMutual - Annuities
MassMutual RetireEase Application for Maryland
Lit No: fr1097md
Revised: 06/06/2014
Form ID: 13452
Publish: 12/18/2015
Details
MassMutual - Annuities
Request for Partial Withdrawal - MassMutual Retire
Use this form to request a partial withdrawal from a MM RetireEase, MM RetireEase Select, Select IRA or non-qualified contract.
Lit No: fr1065
Revised: 09/20/2018
Form ID: 13492
Publish: 09/28/2018
Details
MassMutual - Annuities
MassMutual RetireEase Select Payment Protector Can
Use this form to cancel the Payment Protector rider.
Lit No: fr1066
Revised: 12/11/2017
Form ID: 13493
Publish: 12/13/2017
Details
MassMutual - Annuities
MassMutual RetireEase and MassMutual RetireEase Se
Use this form to change the period certain guarantee timeframe. This feature only applies to period certain contracts, not period certain with life.
Lit No: FR1068
Revised: 12/11/2017
Form ID: 13496
Publish: 12/13/2017
Details
MassMutual - Annuities
MassMutual RetireEase and MassMutual RetireEase Se
Use this form to collaterally assign a MassMutual RetireEase or MassMutual RetireEase Select contract.
Lit No: fr1060
Revised: 12/11/2017
Form ID: 13497
Publish: 12/13/2017
Details
MassMutual - Annuities
MassMutual RetireEase and MassMutual RetireEase Se
Use this form to discontinue linking like MassMutual RetireEase or MassMutual RetireEase Select contracts.
Lit No: FR1062
Revised: 12/11/2017
Form ID: 13498
Publish: 12/13/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - HI
Lit No: F6487HI
Revised: 08/01/2009
Form ID: 13591
Publish: 12/08/2017
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - NC
Lit No: F6487NC
Revised: 08/01/2009
Form ID: 13592
Publish: 12/08/2017
Details
MassMutual - Annuities
MassMutual RetireEase Application for New York
Lit No: fr1097ny
Revised: 06/06/2014
Form ID: 16324
Publish: 12/18/2015
Details
MassMutual - Annuities
Required Minimum Distribution Guidelines
Lit No: F9558(R)G
Revised: 08/01/2010
Form ID: 16885
Publish: 08/27/2010
Details
MassMutual - Annuities
Annuity State Replacement Forms Grid
Lit No: 21608
Revised: 06/01/2008
Form ID: 17445
Publish: 05/29/2008
Details
MassMutual - Annuities
Replacement of Life Ins/Annuity Contracts - NV
Lit No: F5436NV
Revised: 08/01/2007
Form ID: 17446
Publish: 12/08/2017
Details
MassMutual - Annuities
Variable Annuities Suitability Checklist
This form is for use by Registered Principals reviewing variable annuity business.
Lit No: MI1115
Revised: 10/01/2017
Form ID: 17616
Publish: 12/15/2017
Details
MassMutual - Annuities
MMLSI Variable Annuity Addendum
This form is required for the purchase of a deferred variable annuity.
Lit No: MI1111
Revised: 06/01/2017
Form ID: 17617
Publish: 12/15/2017
Details
MassMutual - Annuities
MassMutual Evolution Application for Minnesota
Lit No: fr1105mn
Revised: 05/01/2015
Form ID: 18134
Publish: 11/03/2017
Details
MassMutual - Annuities
Artistry Uniform Disclosure Notice
Lit No: F9749
Revised: 04/01/2016
Form ID: 18495
Publish: 12/08/2017
Details
MassMutual - Annuities
MassMutual Evolution Application for Arizona
Use this application in Arizona
Lit No: fr1105az
Revised: 05/01/2015
Form ID: 19004
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual Annuity Internal Exchange/Replacement D
Use this form to initiate an internal exchange into a MassMutual Evolution or MassMutual RetireEase Select contract. Please include an appropriate application and any required state replacement forms
Lit No: F9710
Revised: 12/11/2017
Form ID: 19005
Publish: 12/22/2017
Details
MassMutual - Annuities
MassMutual Evolution Application for New Jersey
Lit No: fr1105nj
Revised: 05/01/2015
Form ID: 19007
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual Evolution Application For Puerto Rico
Lit No: fr1105pr
Revised: 05/01/2015
Form ID: 20011
Publish: 11/03/2017
Details
MassMutual - Annuities
Return of Employer Contributions Tax Sheltered Ann
Use this form to return unvested portion of employer contributions on a full or partial surrender request. This form must be accompanied by a fully completed full or partial surrender request.
Lit No: f9687
Revised: 12/11/2017
Form ID: 20152
Publish: 12/22/2017
Details
MassMutual - Annuities
Beneficiary IRA Disclosure
Lit No: FR1083
Revised: 04/01/2016
Form ID: 20158
Publish: 12/08/2017
Details
MassMutual - Annuities
MassMutua Additional Payment Remittance
Use this form to submit an additional payment for a MassMutual Transitions IRA or Non-Qualified contract.
Lit No: FR1140
Revised: 05/01/2018
Form ID: 20196
Publish: 04/27/2018
Details
MassMutual - Annuities
Life Trust VA Additional Payment Remittance
Lit No: F9298
Revised: 05/01/2016
Form ID: 20776
Publish: 12/08/2017
Details
MassMutual - Annuities
Annuity Request for Full Surrender for IRA, Non-Qu
Use this form to initiate a full surrender for an IRA, non-qualified, non-qualified deferred comp, QEB or governmental 457(b) deferred comp annuity contract. Please note the contract number and owner
Lit No: FR1142-AN
Revised: 08/01/2018
Form ID: 21337
Publish: 09/19/2018
Details
MassMutual - Annuities
Tax Shelter Annuity Partial Surrender &amp Syst
& Systematic Withdrawal Program Request
Lit No: fr1149
Revised: 09/20/2018
Form ID: 21441
Publish: 09/27/2018
Details
MassMutual - Annuities
Application &amp Agreement for Contract Loan
For use with a Tax Sheltered Annuity (TSA)
Lit No: FR1151
Revised: 05/01/2018
Form ID: 21864
Publish: 04/27/2018
Details
MassMutual - Annuities
Annuity Partial Withdrawal &amp Systematic With
for all deferred annuity contracts except: Tax Sheltered Annuities, Keogh/H.R.10 and Individual Qualified Employee Benefit Plans, Guaranteed Income Plus 5, Guaranteed Income Plus 6, Lifetime Payment
Lit No: fr1202
Revised: 10/22/2018
Form ID: 22884
Publish: 11/01/2018
Details
MassMutual - Annuities
Annuity Direct Deposit Agreement
For Annuitized Contracts Only
Lit No: F6732
Revised: 02/01/2017
Form ID: 22974
Publish: 12/08/2017
Details
MassMutual - Annuities
Disclosure and Comparison of Ann Contracts - FL
Lit No: FR1206
Revised: 10/21/2014
Form ID: 23044
Publish: 01/20/2015
Details
MassMutual - Annuities
Annuity Suitability Questionnaire - FL
Lit No: FR1205
Revised: 10/21/2014
Form ID: 23045
Publish: 01/20/2015
Details
MassMutual - Annuities
MassMutual Transitions Select with MassMutual Life
Use this form to elect MassMutual Lifetime Income Protector. Please contact your Registered Representative for eligibility requirements.
Lit No: FR1207
Revised: 12/11/2017
Form ID: 23110
Publish: 12/22/2017
Details
MassMutual - Annuities
MassMutual Lifetime Income Protector and MassMutua
and MassMutual Lifetime Payment Plus Annuity Contract Change Request
Lit No: FR1208
Revised: 01/15/2018
Form ID: 23111
Publish: 01/25/2018
Details
MassMutual - Annuities
MassMutual Transitions Select with MassMutual Life
for Transitions Select with Lifetime Income Protector
Lit No: fr1204
Revised: 09/20/2018
Form ID: 23112
Publish: 09/28/2018
Details
MassMutual - Annuities
MassMutual Odyssey Select Application- AZ State Sp
Use this application in Arizona.
Lit No: fr1203az
Revised: 06/06/2014
Form ID: 23907
Publish: 12/18/2015
Details
MassMutual - Annuities
MassMutual Odyssey Select Application- FL State Sp
Use this application in Florida.
Lit No: fr1203fl
Revised: 06/06/2014
Form ID: 23908
Publish: 12/18/2015
Details
MassMutual - Annuities
MassMutual Odyssey Select Application- Multi-State
Use this application in CT, DC, IL, MT, ND
Lit No: fr1203
Revised: 06/06/2014
Form ID: 23909
Publish: 12/18/2015
Details
MassMutual - Annuities
MassMutual Odyssey Select Application- Interstate
Lit No: fr1203icc
Revised: 06/06/2014
Form ID: 23910
Publish: 12/18/2015
Details
MassMutual - Annuities
MassMutual Odyssey Select Application- NY State Sp
Use this application in New York.
Lit No: fr1203ny
Revised: 06/06/2014
Form ID: 23911
Publish: 12/18/2015
Details
MassMutual - Annuities
MassMutual Odyssey Select Application - Request fo
Use this application in AK, CA, DE, NV, NJ, SD
Lit No: fr1203rfa
Revised: 06/06/2014
Form ID: 23912
Publish: 12/18/2015
Details
MassMutual - Annuities
Tax Sheltered Annuity Full Surrender
Tax Sheltered Annuity TSA) Contracts Keogh (H.R. 10) Plans Former Qualified Plans (individually owned)
Lit No: F9535-AN
Revised: 08/01/2018
Form ID: 24152
Publish: 09/19/2018
Details
MassMutual - Annuities
Conversion for Tax Sheltered Annuity
Keogh/H.R. 10, and Individually Owned Qualified Plan
Lit No: FR1212
Revised: 04/01/2016
Form ID: 24153
Publish: 12/08/2017
Details
MassMutual - Annuities
MassMutual Odyssey Select Application - OR
Use this application in Oregon.
Lit No: FR1203OR
Revised: 05/01/2011
Form ID: 24275
Publish: 06/04/2012
Details
MassMutual - Annuities
MassMutual Annuity Initial Premium Payment Receipt
Use this form to provide the customer a receipt when collecting the initial purchase payment for an annuity contract. For Alabama annuity contracts, this form is required and must be provided to the c
Lit No: FR1213
Revised: 12/11/2017
Form ID: 24670
Publish: 12/13/2017
Details
MassMutual - Annuities
Request for Alternative Investment Transaction
Lit No: 1.898876.100
Revised: 06/01/2009
Form ID: 24959
Publish: 07/22/2010
Details
MassMutual - Annuities
Dollar Cost Averaging, GPA Liquidation Program &am
Use this form to request a Dollar Cost Averaging, GPA Liquidation, or Interest Sweep program. Not for use if participating in Guaranteed Minimum Accumulation Benefit (GMAB), Basic Guaranteed Minimum I
Lit No: fr3001
Revised: 05/01/2018
Form ID: 25164
Publish: 04/27/2018
Details
MassMutual - Annuities
Annuity Annuitization Request
Lit No: FR 1009
Revised: 08/01/2010
Form ID: 25165
Publish: 10/15/2010
Details
MassMutual - Annuities
Annuity Fund Transfers, Future Payment Allocation
Rebalancing Program Request
Lit No: FR3000
Revised: 05/01/2018
Form ID: 25166
Publish: 04/27/2018
Details
MassMutual - Annuities
Asset Allocation Program Change Request
Lit No: FR3002
Revised: 05/01/2018
Form ID: 25167
Publish: 04/27/2018
Details
MassMutual - Annuities
Odyssey Select Product Disclosure
Lit No: FR1210 CORE
Revised: 07/01/2018
Form ID: 25470
Publish: 07/18/2018
Details
MassMutual - Annuities
Suitability Checklist Fixed Deferred Annuity &
Lit No: FR1223-AN
Revised: 07/01/2017
Form ID: 25869
Publish: 07/28/2017
Details
MassMutual - Annuities
Fixed Annuity Investor Account Form
Lit No: F9726S-AN
Revised: 07/01/2018
Form ID: 25870
Publish: 07/27/2018
Details
MassMutual - Annuities
Generic Compensation Information Disclosure
Lit No: fr1217
Revised: 12/11/2017
Form ID: 25977
Publish: 12/13/2017
Details
MassMutual - Annuities
Group Billing Form MassMutual Artistry Governmenta
Lit No: f9522a
Revised: 12/11/2017
Form ID: 26286
Publish: 12/22/2017
Details
MassMutual - Annuities
MassMutual Stable Voyage Application
Lit No: fr1215
Revised: 05/15/2018
Form ID: 26316
Publish: 05/24/2018
Details
MassMutual - Annuities
MassMutual Stable Voyage Application for Arizona
Lit No: fr1215az
Revised: 06/06/2014
Form ID: 26317
Publish: 12/18/2015
Details
MassMutual - Annuities
MassMutual Stable Voyage Application for Florida
Lit No: fr1215fl
Revised: 05/15/2018
Form ID: 26318
Publish: 05/24/2018
Details
MassMutual - Annuities
MassMutual Stable Voyage Application- Interstate C
Lit No: fr1215icc
Revised: 05/15/2018
Form ID: 26319
Publish: 05/24/2018
Details
MassMutual - Annuities
MassMutual Stable Voyage Application for New York
Lit No: fr1215ny
Revised: 12/11/2017
Form ID: 26320
Publish: 12/13/2017
Details
MassMutual - Annuities
403(b) Elective Deferral Limit Special Catch-Up
Provision Worksheet
Lit No: F6962
Revised: 02/01/2015
Form ID: 26357
Publish: 12/08/2017
Details
MassMutual - Annuities
MassMutual Stable Voyage Product Disclosure - NJ
Lit No: FR1229 (NJ)
Revised: 04/01/2011
Form ID: 26380
Publish: 04/11/2011
Details
MassMutual - Annuities
MassMutual Stable Voyage Product Disclosure - CW
Lit No: FR1228
Revised: 05/01/2018
Form ID: 26381
Publish: 10/18/2018
Details
MassMutual - Annuities
Noncitizen Residence Supplement
Lit No: FR1233
Revised: 12/11/2017
Form ID: 26548
Publish: 12/13/2017
Details
MassMutual - Annuities
RetireEase Select Application - AK
Lit No: FR1107AK
Revised: 11/01/2014
Form ID: 27556
Publish: 11/20/2014
Details
MassMutual - Annuities
Artistry Application - AK
Lit No: FR1095AK
Revised: 05/01/2017
Form ID: 27557
Publish: 12/08/2017
Details
MassMutual - Annuities
Annuity Date Adjustment Request
Lit No: FR2079
Revised: 04/01/2016
Form ID: 30027
Publish: 12/22/2017
Details
MassMutual - Annuities
Certification of Corporate Resolution
Lit No: FR2057
Revised: 06/01/2016
Form ID: 30028
Publish: 12/08/2017
Details
MassMutual - Annuities
Income Payment Information Change Request
Lit No: FR2076
Revised: 01/01/2018
Form ID: 30029
Publish: 04/11/2018
Details
MassMutual - Annuities
Annuity Payment Acceleration
Lit No: FR2078
Revised: 04/01/2016
Form ID: 30030
Publish: 12/08/2017
Details
MassMutual - Annuities
RetireEase Choice Application - CT
Lit No: FR2058 CT
Revised: 06/01/2014
Form ID: 30118
Publish: 06/06/2014
Details
MassMutual - Annuities
TSA Plan to Plan Transfer
Lit No: fr2086
Revised: 12/11/2017
Form ID: 31551
Publish: 12/13/2017
Details
MassMutual - Annuities
MassMutual Transitions Select Application -For use
Lit No: fr1108md
Revised: 05/01/2015
Form ID: 32587
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual Evolution Application -For use in the s
Lit No: fr1105md
Revised: 05/01/2015
Form ID: 32588
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual RetireEase Application - Multi-State Ve
Lit No: fr1097rfa
Revised: 06/06/2014
Form ID: 32971
Publish: 12/18/2015
Details
MassMutual - Annuities
Address Form -reinstatement
Lit No: fr1091
Revised: 01/15/2018
Form ID: 33678
Publish: 01/19/2018
Details
MassMutual - Annuities
MassMutual RetireEase Client Brochure
Lit No: AN1500
Revised: 09/01/2012
Form ID: 34981
Publish: 01/07/2014
Details
MassMutual - Annuities
Annuity Settlement Option Request
Lit No: FR2096
Revised: 06/01/2016
Form ID: 34987
Publish: 06/29/2017
Details
MassMutual - Annuities
TSA / 403(b) Plan Disclosure
Lit No: FR1092
Revised: 04/01/2014
Form ID: 36350
Publish: 07/14/2014
Details
MassMutual - Annuities
MassMutual Transitions Select Application for Puer
Lit No: fr1108pr
Revised: 05/01/2015
Form ID: 36552
Publish: 11/03/2017
Details
MassMutual - Annuities
Civil Union Notice
Lit No: FR1250-US
Revised: 03/01/2017
Form ID: 36589
Publish: 12/08/2017
Details
MassMutual - Annuities
MassMutual RetireEase Application for Idaho
Lit No: fr1097id
Revised: 06/06/2014
Form ID: 36829
Publish: 12/18/2015
Details
MassMutual - Annuities
MassMutual RetireEase Application for Maine
Lit No: fr1097me
Revised: 06/06/2014
Form ID: 36830
Publish: 12/18/2015
Details
MassMutual - Annuities
MassMutual Evolution New Business Application- Nor
Lit No: fr1105nc
Revised: 05/01/2015
Form ID: 38905
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual Evolution New Business Application- New
Lit No: fr1105nh
Revised: 05/01/2015
Form ID: 38906
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual Transitions Select New Business Applica
Lit No: fr1108nc
Revised: 05/01/2015
Form ID: 38907
Publish: 11/03/2017
Details
MassMutual - Annuities
MassMutual Transitions Select New Business Applica
Lit No: fr1108nh
Revised: 05/01/2015
Form ID: 38908
Publish: 11/03/2017
Details
MassMutual - Annuities
App Individual Deferred & Income Annuity - ND
Fixed Combo Application for MassMutual Odyssey Select, MassMutual Stable Voyage, MassMutual RetireEase, and MassMutual RetireEase Choice.
Lit No: A1300ND
Revised: 05/01/2018
Form ID: 40444
Publish: 05/14/2018
Details
MassMutual - Annuities
App Individual Deferred & Income Annuity - CT
Fixed Combo Application for MassMutual Odyssey Select, MassMutual Stable Voyage, MassMutual RetireEase, and MassMutual RetireEase Choice.
Lit No: A1300CT
Revised: 05/01/2018
Form ID: 40445
Publish: 05/14/2018
Details
MassMutual - Annuities
App Individual Deferred & Income Annuity - FL
Fixed Combo Application for MassMutual Odyssey Select, MassMutual Stable Voyage, MassMutual RetireEase, and MassMutual RetireEase Choice.
Lit No: A1300FL
Revised: 05/01/2018
Form ID: 40446
Publish: 05/14/2018
Details
MassMutual - Annuities
App Individual Deferred & Income Annuity - ICC
Fixed Combo Application for MassMutual Odyssey Select, MassMutual Stable Voyage, MassMutual RetireEase, and MassMutual RetireEase Choice.
Lit No: ICC14A1300
Revised: 05/01/2018
Form ID: 40447
Publish: 05/14/2018
Details
MassMutual - Annuities
App Individual Deferred & Income Annuity - NY
Fixed Combo Application for MassMutual Odyssey Select, MassMutual Stable Voyage, MassMutual RetireEase, and MassMutual RetireEase Choice. 
Lit No: A1300NY
Revised: 10/01/2016
Form ID: 40448
Publish: 12/08/2017
Details
MassMutual - Annuities
App Individual Deferred & Income Annuity - RFA
Fixed Combo Application for MassMutual Odyssey Select, MassMutual Stable Voyage, MassMutual RetireEase, and MassMutual RetireEase Choice.
Lit No: A1300RFA
Revised: 05/01/2018
Form ID: 40449
Publish: 05/14/2018
Details
MassMutual - Annuities
Acord 1035 Exchange / Rollover / Transfer Form
Lit No: acord951
Revised: 03/01/2015
Form ID: 40714
Publish: 03/18/2015
Details
MassMutual - Annuities
Transitions Select II Individual App - FL
Lit No: A1400FL-AN
Revised: 06/01/2017
Form ID: 48219
Publish: 01/04/2018
Details
MassMutual - Annuities
Transitions Select II Individual App - ICC
Lit No: ICC17A1400-AN
Revised: 06/01/2017
Form ID: 48220
Publish: 01/04/2018
Details
MassMutual - Annuities
Transitions Select II Individual App - Multi
Lit No: A1400RFA-AN
Revised: 06/01/2017
Form ID: 48221
Publish: 01/04/2018
Details
MassMutual - Annuities
Transitions Select II Individual App - CT, ND
Lit No: A1400-AN
Revised: 06/01/2017
Form ID: 48222
Publish: 01/04/2018
Details
MassMutual - Annuities
Individual App Deferred Variable Annuity - FL
Lit No: A1600FL-AN
Revised: 08/01/2018
Form ID: 48223
Publish: 08/30/2018
Details
MassMutual - Annuities
Individual App Deferred Variable Annuity - ICC
Lit No: ICC17A1600-AN
Revised: 08/01/2018
Form ID: 48224
Publish: 08/30/2018
Details
MassMutual - Annuities
Individual App Deferred Variable Annuity - Multi
Lit No: A1600RFA-AN
Revised: 08/01/2018
Form ID: 48225
Publish: 08/30/2018
Details
MassMutual - Annuities
Individual App Deferred Variable Annuity - CT, ND
Lit No: A1600-AN
Revised: 08/01/2018
Form ID: 48226
Publish: 08/30/2018
Details
MassMutual - Annuities
Authorization for Disclosure Of Info. Reg 60 - NY
Lit No: f6512A-MM2
Revised: 08/01/2016
Form ID: 50264
Publish: 12/08/2017
Details
MassMutual - Annuities
Annuity Request for Full Surrender for IRA, Non-Qu
Lit No: fr1142
Revised: 10/22/2018
Form ID: 50322
Publish: 11/01/2018
Details
MassMutual - Annuities
Qualified Longevit Annuity Contract - CW
Disclosure & Acknoledgement
Lit No: fr2124-mm2
Revised: 12/01/2017
Form ID: 51491
Publish: 12/28/2017
Details
MassMutual - Annuities
Fixed Annuity Investor Account Form
Lit No: f9726s
Revised: 07/30/2018
Form ID: 52286
Publish: 01/04/2018
Details
MassMutual - Annuities
Fixed Rate Annuity Contract & Insurance Contract
Disclosure & Acknowledgment.
Lit No: FR2196(MM2)-AN
Revised: 06/01/2017
Form ID: 56375
Publish: 12/08/2017
Details
MassMutual - Annuities
Index Horizons Product Disclosure
Lit No: FR2188-AN
Revised: 07/01/2017
Form ID: 57302
Publish: 07/31/2017
Details
MassMutual - Annuities
App. for Individual Single Premium Deferred
Fixed Annuity with Index Linked Interest Options.
Lit No: ICC16A1900-AN
Revised: 06/01/2017
Form ID: 57303
Publish: 07/28/2017
Details
MassMutual - Annuities
Index Horizons Disclosure
Lit No: FR2216(MM2)-AN
Revised: 07/01/2017
Form ID: 57304
Publish: 07/28/2017
Details
MassMutual - Annuities
Producer Transaction Authorization
Lit No: FR2123(MM2)-AN
Revised: 07/01/2017
Form ID: 57305
Publish: 12/08/2017
Details
MassMutual - Annuities
App. Individual Single Premium Deferred - DE,DC,SD
Fixed Annuity with Index Linked Interest Options. for use in:, District of Delaware,Columbia and South Dakota.
Lit No: A1900RFA-AN
Revised: 06/01/2017
Form ID: 57306
Publish: 07/28/2017
Details
MassMutual - Annuities
App. for Individual Single Premium Deferred
Fixed Annuity with Index Linked Interest Options. Index Horizon Application for use in North Dakota.
Lit No: A1900-AN
Revised: 06/01/2017
Form ID: 57307
Publish: 07/28/2017
Details
MassMutual - Annuities
Joint Owner Transaction Authorization
Lit No: FR2158(MM2)-AN
Revised: 07/01/2017
Form ID: 57308
Publish: 12/08/2017
Details
MassMutual - Annuities
Index Horizons Product Disclosure - NJ
Lit No: FR2188(NJ)-AN
Revised: 07/01/2018
Form ID: 58195
Publish: 09/05/2018
Details
MassMutual - Annuities
Hardship Disaster Relief
Lit No: FR2229-AN
Revised: 11/01/2017
Form ID: 59321
Publish: 11/10/2017
Details
MassMutual - Annuities
Hurricane Tax Relief
Lit No: FR2227-AN
Revised: 11/01/2017
Form ID: 59322
Publish: 11/10/2017
Details
MassMutual - Annuities
Hurricane Tax Relief Form
Lit No: fr2227
Revised: 11/10/2017
Form ID: 59375
Publish: 11/14/2017
Details
MassMutual - Annuities
Hardship Disaster Relief
Lit No: fr2229
Revised: 11/10/2017
Form ID: 59376
Publish: 11/14/2017
Details
MassMutual - Annuities
Transitions Select II Individual App - NY
Lit No: A1400NY
Revised: 06/01/2017
Form ID: 59770
Publish: 01/04/2018
Details
MassMutual - Annuities
Individual App Deferred Variable Annuity - NY
Lit No: A1600NY
Revised: 08/01/2018
Form ID: 59771
Publish: 08/30/2018
Details
MassMutual - Annuities
Ins Dept of the State of NY Disclosure Statement -
Lit No: F5436NY-MM2
Revised: 08/01/2015
Form ID: 59772
Publish: 12/08/2017
Details
MassMutual - Annuities
Ins Dept of the State of NY Disclosure Statement -
Lit No: F5436NY(A)-MM2
Revised: 08/01/2015
Form ID: 59773
Publish: 12/12/2017
Details
MassMutual - Annuities
Flex Extra Variable Annuity Payment Memo
Lit No: F9306
Revised: 10/01/2003
Form ID: 59774
Publish: 12/11/2017
Details
MassMutual - Annuities
Replacement - AR
Lit No: FR1134AR
Revised: 11/01/2017
Form ID: 59775
Publish: 12/12/2017
Details
MassMutual - Annuities
Stable Voyage Prodcut Disclosure - NJ
Lit No: FR1218NJ
Revised: 11/01/2017
Form ID: 59776
Publish: 12/08/2017
Details
MassMutual - Annuities
MassMutual Transitions Select Application for New
Lit No: fr1108nj
Revised: 05/01/2015
Form ID: 60285
Publish: 01/10/2018
Details
MassMutual - Annuities
Index Horizons Product Disclosure - CA
Lit No: FR2188(CA)-AN
Revised: 06/01/2018
Form ID: 62917
Publish: 07/06/2018
Details
MassMutual - Annuities
Fixed Annuity Order Entry Fact Finder
Lit No: fr2228
Revised: 07/30/2018
Form ID: 63483
Publish: 08/13/2018
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
AIG Annuities - Index
AIG Annuities - Variable
AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CLS Investments
CNL
College Choice 529
College Counts 529 Fund --NEW--
College SAVE --NEW--
CollegeBound 529 --NEW--
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Cunat
CV Data Center
Cypress Leasing
Davis Funds
Delaware Funds
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds
FolioFN
Forethought Distributors
Forward Funds - Salient Partners
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
GPB
Great-West Financial
Greenbacker
Griffin Capital
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Hennessy Funds
Highland Capital Management
Hines
Homestead Funds
Horizon Investments
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
James Advantage Funds --NEW--
Jensen Funds
JLL Income Property Trust
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lincoln Property Company
Lindner Capital Advisors
Lodging Opportunity Fund, REIT
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
MacKenzie Realty Capital
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
Megatel Capital Investment
MFS Investment Management
Midland IRA
Midland National Life
Midland Retirement Distributors
Moody National REIT II
MVP Reit
Nassau Re --NEW--
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Advisory Solutions
Nationwide Annuities
Nationwide Insurance
Natixis Funds
NEST 529 Advisor Plan --NEW--
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Old Mutual
OneAmerica Securities
Oppenheimer Funds
Owl Rock
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Peachtree Hotel Group --NEW--
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity
Putnam Funds
Quaker Funds
RBC Capital Markets
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
S2K Financial
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Scholars Choice
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steben & Company
Stira Capital Markets Group
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
Talcott Resolution - Annuities
TCA by E-TRADE
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard
Thornburg Investment Management
Time Equities
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP
US Government
VALIC
Van Eck Global
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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