Individual annuities — find and submit a form
Here’s a list of our most used individual annuities forms — many of which you can submit entirely online.
All Forms
1035 exchange, rollover, or transfer form
Use this form to request a full or partial exchange of contract, a transfer of funds, or a direct rollover to a variable annuity.
Annuities: Change of beneficiary form
Use this form to make beneficiary changes on an annuity contract.
Annuitization form (Legacy)
Use this form to elect to receive a guaranteed income stream from a Legacy variable annuity, with the exception of Accommodator products. IMPORTANT: We have an annuitization form specific to each product. If this is not your product, please click to view the additional forms PDF at the bottom of this page and find the appropriate product form.
Certificate for trust or entity ownership form
Use this form for trust or entity ownership changes. Examples include contracts owned by trusts, partnerships, corporations, or charitable entities that are not issued in conjunction with a qualified retirement plan.
Change of address or name form
Use this form to make address and/or name changes on an annuity contract.
Change of financial professional of record form
Use this form to change the broker-dealer or financial professional of record on an annuity contract.
Change of owner and/or beneficiary form
Use this form to make owner and/or beneficiary changes on an annuity contract. Making beneficiary changes only? You can also submit your request online. See "Change of Beneficiary form" above.
Custodian-owned contract change form
Use this form to add or remove a custodian contract owner from your annuity contract.
Defer maturity date request form
Use this form to request to defer annuitization by extending a contract’s date of maturity up to age 100.
Electronic funds transfer (EFT) form
Use this form to authorize John Hancock to electronically deposit proceeds from an annuity contract into the financial institution account of your choice.
Income Made Easy election form (IRA and nonqualified)
Use this form if you have an optional Withdrawal Benefit Rider with an IRA or nonqualified annuity contract and would like to enroll in John Hancock's Income Made Easy program.
Income Made Easy election form (Qualified)
Use this form if you have an optional Withdrawal Benefit Rider with a qualified annuity contract and would like to enroll in John Hancock's Income Made Easy program.
Phone withdrawal authorization agreement form
Use this form to authorize withdrawals to be made over the phone for the contract owner(s) and the financial professional of record. You can now request partial or full withdrawals (up to $250,000 gross or less) AND initiate automated withdrawal programs like Income Made Easy, required minimum distributions, and systematic withdrawals (contract permitting).
Qualified charitable distribution request form
Use this form to make a qualified charitable distribution from a traditional IRA or Roth IRA.
Required minimum distribution request form
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). IMPORTANT: A recent change in federal tax law raises the age at which taxpayers must begin to take RMDs from their qualified contract or retirement plan. Taxpayers born after December 31, 1950, do not have to take their RMD until they reach age 73. For example, a taxpayer born in 1951 would reach age 73 in 2024 and would have to take their first RMD no later than April 1, 2025, and their second RMD by December 31, 2025. The change in law does not affect taxpayers born before 1951, who must continue to take their RMDs each year.
Submit form
Resources
Systematic withdrawal program form (IRA and nonqualified)
Use this form to enroll in the systematic withdrawal program for an IRA or nonqualified annuity contract. You can also call 800-344-1029 to enroll if you have phone withdrawal authorization on file.
Submit form
Resources
Systematic withdrawal program form (Qualified)
Use this form to enroll in the systematic withdrawal program for a qualified annuity contract.
Third party authorization form
Use this form to authorize another person or entity to receive documents and information related to an individual annuity contract.
Transfer authorization agreement form
Use this form to authorize contract owner(s) and/or a financial professional of record to make phone/electronic trades among various investment portfolios within a variable annuity contract.
Withdrawal request form (IRA and nonqualified)
Use this form to request a full surrender or a partial withdrawal from an IRA or nonqualified annuity contract. You can also call 800-344-1029 to withdraw funds under $250,000 if you have phone withdrawal authorization on file, or you can submit your request online. See the applicable options below.
Withdrawal request form (Qualified)
Use this form to request a full surrender or a partial withdrawal from a qualified annuity contract. You can also call 800-344-1029 to withdraw funds under $250,000 if you have phone withdrawal authorization on file.
Withdrawal request form FULL TERMINATION (IRA and nonqualified)
Use this form to request a full termination from an IRA or nonqualified annuity contract
Withdrawal request form PARTIAL WITHDRAWAL (IRA and nonqualified)
Use this form to request a partial withdrawal from an IRA or nonqualified annuity contract
Can’t find what you’re looking for?
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.