John Hancock Annuities - 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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Annuitization Form For Accommodator Contracts

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

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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 or 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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Electronic Fund Transfer (EFT) Form

The purpose of this form is to sign up to receive periodic payments from your contract directly into your personal bank account.

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GRIB Annuitization Form

Use this form to receive a guaranteed lifetime income stream from a JH Legacy Annuity with the Guaranteed Retirement Income Benefit (GRIB) Rider.

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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 - Legacy

Use this form to make investment exchanges or change future allocations to a Legacy contract.

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Investment Change Request - Venture

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

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IRA Qualified Charitable Distribution

Use this form to send funds from your annuity directly to a qualified charitable organization.

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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 Agreement Form

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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Registered Annuities are issued and administered by John Hancock Life Insurance Company (U.S.A.), Lansing, 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.