Step 1: Click on the button to get the paperwork for MassMutual Ascend.
On page 1, fill in personal information and contract number.
In Section 1, indicate the amount you would like to borrow. You can borrow up to 50% of the account value. If you would like to request the maximum amount, write MAX in the box.
Indicate whether the loan will or will not be used to purchase your residence.
In Section 2, fill in your address where the check will be mailed.
In Section 3, fill in your banking information and attach a voided check for repayment. Indicate whether you would like payments drafted quarterly or monthly.
In Section 4, sign and date.
In Section 5, leave blank.
In Section 6, you do not need to have the form notarized.
Step 2: All transactions must be approved by the school district’s third-party administrator (TPA). The TPA is for the employer at which you were working when you set up the account.
Check the email you received for your school district’s third-party administrator so you can follow their procedures.
If you have questions about their forms or their procedures, please contact them directly.
Step 3: Submit all forms to the TPA.
Step 4: Wait one week to follow up with the TPA.
When they approve your request, they will forward the paperwork to the company.
Step 5: Wait one week and follow up with Mass Mutual Ascend by calling 800-854-3649. You will need to contact them directly as they will be setting up your loan.