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Direct Deposit Agreement
Please select all that apply: ____New Enrollment _____Bank Change
____ Address Change _____Account Change
Annuitant’s Information CONTRACT NAME & CONTRACT NUMBER
ANNUITANT ID/SOCIAL SECURITY NUMBER
ANNUITANT NAME
AREA CODE & HOME TELEPHONE
( )
Annuitant’s Permanent Legal Resident Address (for correspondence & tax purposes)
NUMBER AND STREET OR PO BOX
CITY, STATE, ZIP
Bank information (Please verify this information with your bank when filling this out.)
YOUR BANK’S NAME YOUR BANK’S AREA CODE & TELEPHONE
( ) YOUR BANK’S STREET ADDRESS
YOUR BANK’S CITY, STATE, ZIP
Please indicate only one account category below.
YOUR CHECKING ACCOUNT NUMBER (ATTACH VOIDED CHECK) OR
SAVINGS ACCOUNT NUMBER
YOUR BANK’S 9-DIGIT ROUTING NUMBER
Copyright © <year>Massachusetts Mutual Life Insurance Company, Springfield, MA 01111. All rights reserved. www.massmutual.comMassMutual Financial Group is the fleet name for Massachusetts Mutual Life Insurance Company
(MassMutual) [of which Retirement Services is a division] and its affiliated companies and sales representatives. RS-30636-00
ANNUITANT’S SIGNATURE: DATE:
I hereby authorize MassMutual to make all pension payments due to me under the above
numbered contract by Electronic Direct Deposit to the bank account designated above. I
also authorize MassMutual to initiate debits to the bank account for overpayments made to
me and the bank named above to debit my account and refund any such overpayments to
MassMutual. Payments made under this agreement shall fully satisfy MassMutual’s
obligation to make payments to me.
I also agree that to cancel this agreement, I must give at least one month’s written notice to
the MassMutual Home Office. Upon my death, my executors or administrators shall pay to
MassMutual from my estate the amount of any payments collected by the Bank which were
not payable because they were issued after my death.