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How to protect 17 MassMutual accounts — manage beneficiaries online, fund a trust in-branch, and file claims through MassMutual's Claims Department

MassMutual Service Center, P.O. Box 758511, Topeka, KS 66675-8550
Claims Department
MassMutual Service Center, P.O. Box 758511, Topeka, KS 66675-8550
Claims Department
MassMutual Service Center, P.O. Box 758511, Topeka, KS 66675-8550
MassMutual is a insurance company with 17 products relevant to estate planning. Life insurance and annuity proceeds transfer directly to named beneficiaries outside of probate, making beneficiary designations one of the most important estate planning steps for MassMutual policyholders.
Managing beneficiaries at MassMutual is straightforward—changes can be made online, in branch, by mail, and by phone, typically taking 10-15 minutes online; 15-20 minutes by mail. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
MassMutual has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
How to manage beneficiaries online, fund a trust in-branch, and review 17 account types at MassMutual.
View details →When someone dies
Contact MassMutual's Claims Department to file a claim. 6-step process, 6 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact MassMutual's Claims Department at 1-800-272-2216.
Log in to your MassMutual account at massmutual.com, select your policy, and navigate to "People on Policy" to update beneficiaries online. You can also download the Beneficiary Change Request form (FR2265-US) from massmutual.com/forms and mail it to the MassMutual Service Center at P.O. Box 758511, Topeka, KS 66675-8550. Alternatively, contact your financial professional or call 1-800-272-2216 for assistance. You can designate primary, secondary, and tertiary beneficiaries with percentage allocations. Signed forms must be received within 6 months of the signature date.
Data sourced from MassMutual primary sources (19 pages reviewed). How we research.

MassMutual Service Center, P.O. Box 758511, Topeka, KS 66675-8550
Claims Department
MassMutual Service Center, P.O. Box 758511, Topeka, KS 66675-8550
Claims Department
MassMutual Service Center, P.O. Box 758511, Topeka, KS 66675-8550
Learn how to protect your MassMutual accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Learn how to protect your MassMutual accounts and other assets with trusts, beneficiary designations, and estate planning documents.