Forms

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. 

Annuities

Withdrawal Request for IRA and Non-Qualified Contracts

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.

Income Made Easy

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.

Change of Owner/Beneficiary

Use this form to make owner and beneficiary changes to a John Hancock variable or fixed annuity contract.

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College Savings

Account Services Form

Use this form to change address as well as add or modify service programs, including Systematic Exchange and Automatic Purchase.

Beneficiary Change Form

Use this form to change the beneficiary of your John Hancock Freedom 529 account.

Fixed Products

Electronic Direct Deposit Form

Use this form to set-up or make changes to your direct deposit account.

Change of Address Form

Use this form to make changes to your address.

Change of Beneficiary Form

Use this form to add or make changes to your beneficiary designation.

Investments

Mutual Fund Account Application

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.

Universal IRA Package

This guide will help you to establish a Traditional, Roth or Rollover IRA. It also includes rollover and conversion forms.

Change of Address Form

If you have moved and need to update the address on your account, simply fill out and return this form.

Life Insurance

John Hancock eService Forms

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.

 

Long-Term Care

Agent Change

Use this form to change the agent of record for a policy. 

Automatic Deduction Plan for Insurance Premium

Use this form to authorize withdrawals from your checking/savings account to pay your insurance premium.

Third Party Caller Designation

Use this form to designate an individual who John Hancock is authorized to speak with over the phone.

Address Change Form

Use this form to update your address.

Protection Against Unintended Lapse Form

Use this form to designate another person to be notified in the event that your policy is in danger of lapsing.

 

 

 

Safe Access Account

Distribution Form

Use this form to receive a partial distribution or to close out your account.

Account Maintenance Form

Use this form to request an address change, name change, or to update beneficiary(ies).

Structured Settlements

Electronic Direct Deposit Form  (Download and Print)

Use this form to set-up or make changes to your direct deposit account.

Electronic Direct Deposit Form (Electronic Submission)

Use this form to set-up or make changes to your direct deposit account.

Change of Address Form (Download and Print)

Use this form to make changes to your address.

Change of Beneficiary Form (Download and Print)

Use this form to add or make changes to your beneficiary designation.

Verification of Income Form (Download and Print)

Use this form to request verification of benefits for your John Hancock Structured Settlements.

Verification of Income Form (Electronic Submission)

Use this form to request verification of benefits for your John Hancock Structured Settlements.