Keeping your address information up-to-date or making administrative changes after you start receiving your retirement benefit payments is easy. Simply complete and return the following forms as necessary. Completion and submission instructions can be found on each form.
The “Download” button lets you download, print, and submit a hard copy form. The “Submit online” button brings you to an electronic form that you can submit entirely online.
Use this form to change your beneficiary.
Use this form to request an estimate of your retirement benefits.
Use this form to update your address or name information.
Use the form to authorize John Hancock to electronically deposit your monthly payments directly to the financial institution account of your choice. NOTE: You can now authorize EFT over the phone (must meet eligibility requirements, not all financial institutions are eligible). Call 800-624-5155.
Use this IRS form if you are not a U.S. citizen or U.S. resident alien to certify your foreign status for tax withholding.
Use this IRS form to certify U.S. taxpayer identification status for withholding purposes.
Use this form to report a death of a participant or contingent annuitant.
Use this form to elect federal and state withholding on your periodic payments.
Use this form to authorize John Hancock to provide information and documents to a third party.
Use this form to request a verification of your retirement benefits.
Call us at 800-624-5155 during Eastern Time Business Hours to complete our quick and easy verification process and elect how you want to receive your payments.*
*Must meet eligibility requirements. Not all financial institutions are eligible.
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.
MLINY052022953