Where can I find forms?

You can find forms in the eDocuments section of your My Account dashboard. If you are looking for withdrawal-related forms, they can be found here, as well. Additionally, you can search for forms using the Search tool in the top-right corner of our website. You can also find some of our most requested forms on our Customer Support page.

Where can I find tax forms?

If you made a withdrawal, distribution or rollover from your account during the fiscal year, we are required to provide a tax form (i.e., Form 1099 or W-2) to you before you finish filing your taxes. If you made such a transaction before your plan was moved to our new recordkeeping system, and you have consented to our eDocuments program, your tax form will be available in your account, on the left side of the menu. If such a transaction was made after your plan was moved to our new recordkeeping system, we will mail your tax form to the mailing address we have on file for you. Visit My Account to access additional forms. For additional tax forms, please visit the IRS website.

How do I add a new beneficiary for my account?

To add or update your beneficiary designation, you’ll need to log in to My Account and click View Beneficiaries in the My Profile section of the page. Once directed to the View Beneficiaries page, you’ll find a that will direct you to the form. You will need to complete and submit Designation of Trust Beneficiary Form 6475 to complete the new beneficiary designation process (including if you’re designating a trustee as your beneficiary). Make sure to follow the directions in the form exactly. Once you complete this form, please mail to:

Mutual of America Financial Group
Withdrawal Processing Center
1150 Broken Sound Parkway NW
Boca Raton, FL 33487-9866

How do I change my direct deposit information?

To change your direct deposit information, you will need to complete the Electronic Funds Transfer (EFT) Agreement form and send it to our Customer Service Center.

Customer Service Center
1150 Broken Sound Parkway NW,
Boca Raton, FL
33487-3598.

You can obtain the EFT form by contacting our Call Center at 800.468.3785.

How do I begin the loan, withdrawal or rollover process?

To begin the loan, withdrawal or rollover process, log in to My Account and visit the Loans, Withdrawals and Rollovers section, select Loans or Withdrawals and Rollovers and follow the steps required on the respective pages

How do I check the status of my withdrawal?

You can check the status of your withdrawal either online by logging into My Account? or by calling 800.468.3785.

What will happen to my Mutual of America account if I change or leave my job?

You have several options with your retirement plan if you leave your job. If you have over $5,000 in your retirement plan, you can keep your Mutual of America plan open and continue to invest with us. You may also roll over your plan into your new company’s retirement plan (if they offer a plan), or you can roll your assets into an outside IRA or Roth IRA. To begin the rollover process, please contact a Mutual of America Rollover Specialist at 800.468.3785.

How do I report the death of a loved one, and what happens to a deceased client’s account?

To report the death of a loved one and submit a Life Insurance claim, the executor of their estate must call 877.302.9104 to speak to a Life Claims representative. We can assure you that no changes will be made to your loved one’s account until you initiate the Life Claims process.