City of Hartford 457 Retirement Plan - MassMutual

Prepared for:

City of Hartford 457 Retirement Plan

RS2070_FRCVR 714

Welcome

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yPoleuarselifreevriigehwt tnhoewe.nclosed information carefully to get started as soon as you can.

Please review the enclosed information carefully to get started as soon as you can. If you have questions or for more information, please visit ,

If you have questions or for more information, please visit serve, contact your

bministrator or:

Ethel Pippin MassMutual Retirement Services 860-372-1925 We hope you'll take full advantage of this important benefit. epippin@

We hope you'll take full advantage of this important benefit.

RS2070_WELCOME 614

?? ?? to your account

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1. ONLLIINNEE

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You'll be able to: You'll be able to: ? Obtain current account balances ? Obtain current account balances ? Change your investment options ? Change your investment options ? Perform account transactions ? Perform account transactions ? Transfer (exchange) balances between investment

?? TCrhaencskfecru(rerxecnhtainngvee)stbmaleanntcepsribceetswaenednpinevrefosrtmmeanntce options*

? View and download your quarterly electronic ? Csthaetcekmceunrtrsent investment prices and performance

?IN and user ID I?f yVoieuwaraendhadvoiwngnltoraodubyloeuar cqcueasrsteinrglyyeoleucrtraocnciocunt for thestfaitresmt teimntes, please contact your Participant Service Cen!t/e!r0a!t*1-8(0!05-+512.8-900*9 fo1r/!a.ssistance.

2. BY PHONE

With our voice-activated telephone system, you control the call to get the information you need from any telephone, at any time, simply by speaking.

Please provide your user ID and PIN when prompted. This will help expedite your call should you need to speak with a MassMutual customer service representative.

The system will ask you to state the reason for your call. Simply speak clearly and the system will respond accordingly.

Do you prefer receiving your retirement account information in a language other than English? Access to the Language Line is available in over 140 languages through a Customer Service Representative during normal business hours.

If you are having trouble accessing your account for

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permitted means. Once these 20 transfers have been requested, you may submit any additional transfer requests only in writing by U.S. mail. Transfers as a result of dollar-cost averaging (if applicable) do not count toward the 20-transfer limit. Each calendar year, * YMoaussaMreuatulloalwreedsettossyuobumr itrantosftearlsotfo20alltorawns2f0ernreewqutersatnssfers ebaychalcl alpepnrdoavreydeamr efothr oydosu.r participant account by any permitted means. Once these 20 transfers have been requested, you may submit any additional transfer requests only in writing by U.S. mail. Transfers as a result of dollar-cost averaging (if applicable) do not count toward the 20-transfer limit. Each calendar year, MassMutual resets your transfers to allow 20 new transfers by all

approved methods.

QUICK LINK TIP

Want quick access to your account? 1. Go to serve,

retirementaccess. 2. Click Login at the top right of the screen. [3. Click Retirement Access. 3./4.] Log in to view or manage your account.

RS2070_ACCESS 714

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Beneficiary Designation/ Name & Address Change - 457(b) and 401(a)

Mail Address: MassMutual Retirement Services PO Box 1583 Hartford, CT 06144-1583

Overnight Mail Address MassMutual Retirement Services 1 Griffin Road North Windsor, CT 06095-1512

Group Number:

Social Security Number:

Employer:

150026 Employee Name: Last, First,M.I.

City of Hartford

Name Change? Please provide documentation Mailing Address:

New? City:

State:

Zip:

Home Phone:

Work Phone:

Ext:

BENEFICIARY INFORMATION Please complete the Beneficiary Designation including name, address, phone number, Social Security Number, date of birth, relationship and percentage of death benefit. The percent of benefit must total 100% for all primary beneficiaries named. If naming contingent beneficiary(ies) the total percentage for this designation must equal 100%. Married residents of community property states may want to seek legal advice if naming a non-spouse Primary Beneficiary.

Type of Beneficiary:

Examples of Designations:

One Beneficiary Two or more Primary Beneficiaries,

equally among the survivors

Two or more Primary Beneficiaries, with their share to their children

Jane Doe, wife, 100%

John Doe, son, 33% Carol Smith, daughter, 33% Mark Doe, son 34%

or equally among the survivors

John Doe, son, 33% Carol Smith, daughter, 33% Mark Doe, son 34%

per stirpes

Primary and Contingent Beneficiaries

either or

Primary: Jane Doe, wife, 100% if living; Contingent: John Doe, son, 33% Carol Smith, daughter, 33% Mark Doe, son 34%

equally among the survivors per stirpes

Participant's Estate

Participant's Estate

Trustee

Jane Doe, trustee under trust

agreement* dated...

* Date of the execution of the trust agreement or a copy of the trust agreement must be provided.

Primary Beneficiary(ies) name, address and phone no.

Social Security No. Date of Birth Relationship

%

Contingent Beneficiary(ies) name, address and phone no. Social Security No.

PRIMARY TOTAL:

Date of Birth Relationship

100%

%

CONTINGENT TOTAL: 100%

The execution and the delivery of this form to the offices of MassMutual revokes all prior beneficiary designations that I have made. I understand that this beneficiary designation will not take effect until it has been received in good order by MassMutual.

Employee Signature

Date

Mail this Beneficiary Designation to MassMutual at the address above. Keep a copy for your records.

HVL-464-4 Rev. 1.14

Please provide a copy of this Beneficiary Designation to your Employer.

benedcp.pdf

MassMutual Retirement Services (MMRS) is a division of Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated

companies and sales representatives.

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