Online form submission
Now you can securely complete and submit certain service forms entirely online using an electronic signature.
Before you begin, please review the questions below:
Is your contract eligible for electronic submission?
Electronic submission is not available for the following scenarios:
- The contract is owned by a non-natural entity, except trust owned contracts. This includes custodian contracts.
- The amount of the withdrawal is greater than $250,000.
- You are signing as a fiduciary (POA, Guardian, etc.).
- The check is requested to be sent to an alternate address.
- The address of record (AOR) has been changed within the last 15 days and the requested delivery method is a check to the AOR (service can be used for EFT).
Do you know your contract number?
You can find it on any of your contract documents or by signing into your online account. If you’re not already registered, you can do so here.
Do you have all the information you need to complete your submission?
You may want to view a PDF version of the form you need to ensure that you have all the information required to complete your submission once you initiate an active request.
Do you have an electronic copy of a voided check?
If you elect to receive funds via an electronic fund transfer to your checking account, you must scan and save a voided check to your computer’s desktop, then upload it before completing your submission.
Note: If your bank account has a co-owner, that co-owner must also electronically sign this form. Please enter their name and email in the Joint bank account owner field under the PowerForm Signer Information on the following page.
Are you a financial representative initiating on behalf of a client?
If you are, you will be required to enter both yours and all applicable parties' names and email addresses to initiate a request. Once you complete the required information, an email will be sent to all parties involved notifying them to review and sign the document. Once they do, everyone will receive a second email indicating that the request was submitted.
Watch our instructional video
Take a look at our most frequently asked questions:
Is online form submission safe?
Your electronic signature will be: unique, documentable, encrypted and tamper-evident.
This service meets the most rigorous security industry certification standards.
This service uses the strongest available data encryption technologies.
Can a John Hancock client services representative (CSR) fill out a form online and then email it to a contract owner to review and sign?
No, a CSR can assist the user by answering questions but cannot fill out the form for the contract owner.
Does this online form submission program share my information with other companies?
When initiating the online form submission process, can I provide more than one email address?
Only one email address per person may be provided. An email address will be requested for the initiator, owner and, if applicable, co-owner.
Can I save a form and return to it at a later time?
Yes. Just click on the “Finish Later” button in the upper right-hand corner of your screen and then click the “Save & Close” button when prompted. A link that you can use to return to your form at a later time will then be sent to your email address. Please note this link will expire in 30 days unless your submission involves a financial transaction, in which case it will expire in 5 days. Once your link expires, you will have to initiate your submission again.
Do I have to submit my form online?
No. You can submit your request online or by mail.
John Hancock Annuities are issued by John Hancock Life Insurance Company (U.S.A.), Lansing, MI 48906, which is not licensed in New York. In New York, John Hancock Annuities are issued by John Hancock Life Insurance Company of New York, Valhalla, NY 10595. John Hancock Variable Annuities are distributed by John Hancock Distributors LLC.
MLINY111820172-3