Use this form to authorize withdrawals to be made over the telephone for the contract owner(s) and the agent of record. As your partner in business, we are working diligently to bring you the necessary tools to work wherever you may be today. 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. Use this form to change the broker-dealer or registered representative of record on a John Hancock annuity contract. You can now:Request partial or full withdrawals (up to $100,000 gross or less). During these uncertain times, Hancock Brokerage wants you to know that we are praying for you and your family to have good health. Use this form to make beneficiary changes on an annuity contract. Use this form to add or remove a custodian contract owner from your annuity contract. Please complete this form in print with the appropriate signatures and either mail or fax it to the attention of the Licensing Department.

In New York, John Hancock Annuities are issued by John Hancock Life Insurance Company of New York, Valhalla, NY 10595. For individual contract owners, that will generally be IRS Form W-8 BEN. Use this form to make investment option transfers in a Venture Series annuity on a one-time basis.

If you are filing a claim as an individual, you may be eligible for our Express Claims feature. Insurance products are issued by: John Hancock Life Insurance Company (U.SA. Are you concerned someone could access your account? You can download the various IRS Forms W-8 and their instructions from. We are fully operational and are working remotely to assist you, your business and your clients. In New York, John Hancock Annuities are issued by John Hancock Life Insurance Company of New York, Valhalla, NY 10595. Use this form to enroll in the Systematic Withdrawal Program for an IRA or non-qualified annuity contract. Initiate automated withdrawal programs like Income Made Easy, Required Minimum Distributions and Systematic Withdrawal (contract permitting). John Hancock Annuities are issued by John Hancock Life Insurance Company (U.S.A.), Lansing, MI 48906, which is not licensed in New York. Click here to learn more about taxes and your annuity. April 15, 2020: Tax returns are due.

Your clients need you now more than ever and we are here to help you transact business, efficiently and seamlessly with our E-APP platform for life insurance and annuity products. Please read the prospectuses carefully as they contain this and other information on your policy and its underlying portfolios. 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). Use this form to defer annuitization by extending a contract’s date of maturity up to age 100.

One America – Hybrid LTC product that can be used in Qualified Plans! Use this form to request a full or partial exchange of policies, a transfer of funds, or a direct rollover in a variable annuity. IRS Form W-9 is included with all withdrawal, distribution, and income program forms below, and can also be downloaded individually below or from, 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. Please let us know how we can assist you in serving your clients. 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. Hancock Brokerage is not affiliated with The Leaders Group, Inc. 900 Veterans Memorial Blvd.Metairie, LA 70005, Copyright © 2015-2020 Hancock Brokerage, LLC.

John Hancock Variable Annuities are distributed by, Required Minimum Distributions (RMD) FAQs, Qualified Charitable Distribution (QCD) Form, Required Minimum Distribution Request Form, Trust or Entity Ownership Certification Form. You will then view further information and instructions. . You can download the various IRS Forms W-8 and their instructions from www.irs.gov. As your partner in business, we are working diligently to bring you the necessary tools to work wherever you may be today. Go to the Life Settlement tab on our website. Securities offered through The Leaders Group, Inc.

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. | Disclaimer | Broker Check. Take advantage of the following online features: Here are some important dates to remember.By January 31, 2020:IRS Form 1099-R is mailed by John Hancock.April 15, 2020:Tax returns are due.Deadline for IRA/Roth contributions for 2019.By May 31, 2020:IRS Form 5498 is mailedby John Hancock.
Within the forms list, find the forms with the Submit Online button. ), Boston.

Process Your Claim Quickly and Easily Over the Phone, John Hancock Annuities are issued by John Hancock Life Insurance Company (U.S.A.), Lansing, MI 48906, which is not licensed in New York. Use this form to authorize John Hancock to electronically deposit proceeds from an annuity contract into the financial institution account of your choice. Click here to learn more about taxes and your annuity. Once the form is downloaded, please print, complete, and return it to us by following the instructions within the form. Use this form to request a full surrender or a partial withdrawal from an IRA or non-qualified annuity contract. To start the process, click the green "Submit Online" button next to the form you want to complete. Deadline for IRA/Roth contributions for 2019.


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