John Hancock Annuities - Forms for Annuity Contract Holders

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Overview Annuitization Essentials

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Annuitization Essentials

Forms for Annuity Contract Holders

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.

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Forms For Annuity Contracts

Annuitization Form

The purpose of this form is to initiate the annuitization of your variable annuity.

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Automatic Rebalancing Authorization Agreement

The purpose of this form is to establish, modify, or terminate the Automatic Rebalancing Program for your variable annuity contract.

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Certificate for Trust of Entity Ownership

The purpose of this form is to ensure that nonqualified annuity contracts held by a non-natural person or entity will be tax-reported pursuant to the Internal Revenue Code.

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Change of Address or Name Form

Use this form is to make personal information changes to your Venture Variable Annuity contract.

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Change of Broker Dealer Request Form

The purpose of this form is to initiate a change of Broker Dealer on your contract.

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Change of Owner and/or Beneficiary Form

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

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Dollar Cost Averaging Agreement

The purpose of this form is to initiate a Dollar Cost Averaging Program for your variable annuity.

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GRIP Annuitization Form

The purpose of this form is to initiate the annuitization of your variable annuity with GRIP.

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Income Made Easy

Use this form to initiate one of our 5 most popular ways to take income from your Variable Annuity.

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Investment Change Request

Use this form is to make investment exchanges or change future allocations to a Venture Variable Annuity contract.

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Required Minimum Distribution Request

The purpose of this form is to request a required minimum distribution (RMD) from a qualified variable annuity contract.

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Systematic Withdrawal Form

To initiate a systematic withdrawal on your annuity contract.

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Telephone Withdrawal Authorization Agreement

Use this form to authorize withdrawals to be made over the telephone for the contract owner(s) and the agent of record.

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Trade Authorization

To authorize the contract owner(s) and the agent of record to request trades among various investment portfolios -- within a Venture Variable Annuity contract.

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Withdrawal Request

To request a withdrawal of assets independent of the Income Plan Program from your Venture Variable Annuity contract.

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For more information contact our Client Services line at:

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1-800-344-1029

Mailing Address

John Hancock USA
P.O. Box 9505
Portsmouth, NH 03802-9505

Overnight Address:

John Hancock USA
164 Corporate Drive
Portsmouth, NH 03801-6815

US Division: John Hancock Freedom 529 | Group Pensions | Insurance | Mutual Funds | John Hancock

Registered Annuities are issued and administered by John Hancock Life Insurance Company (U.S.A.), Bloomfield Hills, MI which is not licensed in New York. John Hancock Distributors LLC, member FINRA, is the principal underwriter and an affiliate of the insurance companies.