For your convenience, we offer many commonly requested forms on-line. These forms can be used to transfer assets, make distributions, adjust allocations and much more. Simply print, complete and mail the appropriate form to us.
Use this form to request either a full surrender or a partial withdrawal of your annuity contract/certificate for contracts not issued in New York.
This form should ONLY be used if you have an optional Withdrawal Benefit Rider with your annuity contract and would like to enroll in John Hancock's Income Made Easy Program.
Use this form to make owner and beneficiary changes to a John Hancock variable or fixed annuity contract.
If you would like to open a mutual fund account for an Individual or Joint Account, Gift/Transfer to a Minor (UGMA/UTMA), Trust Corporation or Partnership use this form.
This guide will help you to establish a Traditional, Roth or Rollover IRA. It also includes rollover and conversion forms.
If you have moved and need to update the address on your account, simply fill out and return this form.
Click the "Get Started" button for quick access to all of John Hancock's customer service forms. All forms can be electronically completed and several of the forms even offer an e-Signature and e-Submission option.
Use this form to change the agent of record for a policy.
Use this form to authorize withdrawals from your checking/savings account to pay your insurance premium.
Use this form to authorize withdrawals from your checking/savings account if you bought your insurance through your employer.
Use this form to designate another person to be notified in the event that your policy is in danger of lapsing.
Use this form to update your address.