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MM's lock box master list for all incoming forms and documents of a sensitive nature.

Fillable PDF for advisor use.

The purpose of this form is to authorize Massachusetts Mutual Life Insurance Company (“MassMutual”) to
release information, including non-public personal health and financial information, about the Proposed Insured (also referred to as “I” or “me” or “my”) to the Agent or Broker who submitted an application to MassMutual on my behalf and/or the General Agency with whom the Agent or Broker is contracted (collectively the “Agent/ Broker/Agency”) and to be used as described on the PDF.

Review the following sources so you can set expectations with your clients during the application process.

Use this checklist to help determine if your client qualifies for the  Platinum Pass Perm Underwriting Program.

If you need assistance in locating funds that you are expecting to arrive via wire transfer, you can send an e-mail to MList: Wire Contacts. For all other instructions, see our document here.

When the Save Age date falls on the 29th, 30th or 31st of a month, the policy will be dated on the 28th of that month.  Example: DOB=Aug 1st, Save Age Date = Jan 31st, Policy effective date will be Jan 28th For all Whole Life and Term policies, subtract one day from the resulting save age date in the chart.

If applying for DI discounts or consolidated employer billing for DI only, complete form F6749. Eligibility for Life: (1) Individual policies that are part of a Qualified Plan; (2) a minimum of three policies; or (3) an annual premium of at least $10,000.

DocuSign is a tool that collects electronic signatures (e-signatures) from clients, streamlining the submission process. This document provides answers to frequently asked questions about DocuSign.

The Advisor Commission Change Form (PDF) – F6436 must be submitted with all requests for advisor or commission percent changes on unreported policies.

A play by play manual on how to navigate DocUsign.

An interactive catalog of all available teaming and succession collateral.

This is where you will find the most up to date forms for requesting a donation match.