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NOTE: You can also complete certain service forms electronically. To start the process, click the green "Submit Online" button next to the form you want to complete. You will then view further information and instructions.

Important IRS Form W-9 Information

In accordance with federal tax law, please provide a completed and signed IRS Form W-9 to John Hancock prior to requesting any type of withdrawal, distribution, or income program. If John Hancock has not received a completed and signed IRS Form W-9 at the time of your request for a withdrawal, distribution, or income program, John Hancock will withhold Federal tax from your payment. IRS Form W-9 is included with all withdrawal, distribution, and income program forms below, and can also be downloaded individually below or from www.irs.gov.

If you are not a U.S. person, you cannot complete IRS Form W-9, but should instead complete the version of IRS Form W-8 that applies to you. For individual contract owners, that will generally be IRS Form W-8 BEN. You can download the various IRS Forms W-8 and their instructions from www.irs.gov. If you have questions about which IRS Form W-8 to use, please consult with your own tax professional.

If you have questions on your variable annuity policy, please contact your financial representative or call 1-800-344-1029 for more information, including product and fund prospectuses that contain complete details on investment objectives, risks, fees, charges, and expenses as well as other information about the investment company, which should be carefully considered. Please read the prospectuses carefully as they contain this and other information on your policy and its underlying portfolios.

MLINY072517096

 

1035 Exchange, Rollover or Transfer Form

Use this form to request a full or partial exchange of policies, a transfer of funds, or a direct rollover in a variable annuity. 

 

 

Annuitization Form
(JH Legacy)

Use this form to elect to receive a guaranteed income stream from a JH Legacy variable annuity, with the exception of Accommodator products.

 

 

Annuitization Form
(Venture Series)

Use this form to elect to receive a guaranteed income stream from a Venture Series annuity.

 

 

Annuitization Form
(Venture Series GRIP)

Use this form to elect to receive a guaranteed lifetime income stream from a Venture Series annuity with the Guaranteed Retirement Income Program (GRIP) Rider.

 

 

Change of Address or Name Form

Use this form to make address and/or name changes to an annuity contract.  

 

 

Change of Broker-Dealer or
Representative Form

Use this form to change the broker-dealer of record on an annuity contract.

 

 

Change of Owner and/or Beneficiary Form

Use this form to make owner and/or beneficiary changes on an annuity contract.

Making beneficiary changes only? You can also submit your request online. See form directly below.

 

 

 

Change of Beneficiary Form

Use this form to make beneficiary changes on an annuity contract.

 

 

Custodian-Owned Contract Change Form

Use this form to add or remove a custodian contract owner from your annuity contract. 

 

 

Defer Maturity Date Form

Use this form to defer annuitization by extending a contract’s date of maturity up to age 100.

 

 

 

Electronic Fund Transfer (EFT) Form

Use this form to authorize John Hancock to electronically deposit proceeds from an annuity contract into the financial institution account of your choice.

 

 

Income Made Easy Form
(IRA and Non-Qualified)

Use this form if you have an optional Withdrawal Benefit Rider with an IRA or non-qualified annuity contract and would like to enroll in John Hancock's Income Made Easy Program.

 

 

 

Income Made Easy Form
(Qualified)

Use this form if you have an optional Withdrawal Benefit Rider with a qualified annuity contract and would like to enroll in John Hancock's Income Made Easy Program.

 

 

Investment Option Change Form
(Venture)

Use this form to make investment option transfers in a Venture Series annuity on a one-time basis.

For New York contracts, see form directly below.

 

 

Investment Option Change Form
(Venture)
New York Contracts Only

Use this form to make investment option transfers in a Venture Series New York Contract annuity on a one-time basis.

 

 

Qualified Charitable Distribution (QCD) Form

Use this form to make a qualified charitable distribution from a traditional IRA or Roth IRA.

 

 

 

Required Minimum Distribution Request Form

Use this form to request that John Hancock calculate and make a one-time withdrawal or schedule recurring automatic withdrawals from an annuity contract to satisfy an IRS Required Minimum Distribution (RMD).

NOTE: 2020 RMDs have been waived per Congress' CARES Act, its response to the 2020 coronavirus pandemic. Contact your tax professional for more information .

 

 

 

 

 

Systematic Withdrawal Program Form
(IRA and Non-Qualified)

Use this form to enroll in the Systematic Withdrawal Program for an IRA or non-qualified annuity contract.

You can also call 1-800-344-1029 to enroll if you have telephone withdrawal authorization on file.

 

 

 

 

Systematic Withdrawal Program Form
(Qualified)

Use this form to enroll in the Systematic Withdrawal Program for a qualified annuity contract.

 

 

Telephone Withdrawal Authorization
Agreement Form

Use this form to authorize withdrawals to be made over the telephone for the contract owner(s) and the agent of record.

 

 

 

Third Party Authorization Form

Use this form to authorize another person or entity to receive documents and information related to an individual annuity contract. 

 

 

Transfer Authorization Agreement Form

Use this form to authorize contract owner(s) and/or an agent of record to make telephone/electronic trades among various investment portfolios within a variable annuity contract.  

 

 

 

Trust or Entity Ownership Certification Form

Use this form for trust or entity ownership changes. Examples include contracts owned by trusts, partnerships, corporations or charitable entities that are not issued in conjunction with a qualified retirement plan.

 

 

Withdrawal Request Form
(IRA and Non-Qualified)

Use this form to request a full surrender or a partial withdrawal from an IRA or non-qualified annuity contract.

You can also call 1-800-344-1029 to withdraw funds under $100,000 if you have telephone withdrawal authorization on file.  

 

 

 

 

Withdrawal Request Form
(Qualified)

Use this form to request a full surrender or a partial withdrawal from a qualified annuity contract.

You can also call 1-800-344-1029 to withdraw funds under $100,000 if you have telephone withdrawal authorization on file.  

 

 

IRS Form W-9

Use this IRS form to certify U.S. taxpayer identification status. May be requested in conjunction with certain John Hancock forms.