MassMutual has revised the Life and Hybrid Producers Statement and DI Producer Certificate
Also effective immediately, the Producer’s Statement and Producer Certificate forms for Life, LTC-life, and DI business have been revised for new paper and iGO submissions. The new forms will now capture uniform, vital producer, agency/distributor, and producer-distributor relationship data across all versions.
In addition to the forms’ Producer Compensation information revisions:
- Producer Compensation Information moved from section B to C.
- Agency Contact moved from section C to A.
- The CareChoice Series Producer's Statement and DI Producer’s Certificate section D will now require an email address for the soliciting producer.
When to use the new forms:
- A1AGE 0323 for life insurance new business applications except in California; must be completed and signed by the soliciting producer.
- A1AGE-0116 v.2 for life insurance new business applications in California; must be completed and signed by the soliciting producer. (California will use A1AGE 0323 when the latest A2000CA version is approved.)
- FR2120 0323 for long term care and life insurance combination applications; must be completed and signed by the soliciting producer.
- F26A 0323 for disability income insurance new business and additions to inforce policies; must be completed and signed by the soliciting producer.
Transition guidelines
After a 60-day transition period, Jan. 20-March 20, use only revised versions of Producer’s Statement and Producers Certificate with new submissions to be in good order.
Further Info
