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NOTE: You can also complete certain service forms electronically. To start the process, click the green "Submit Online" button next to the form you want to complete. You will then view further information and instructions.

Important IRS Form W-9 Information

In accordance with federal tax law, please provide a completed and signed IRS Form W-9 to John Hancock prior to requesting any type of withdrawal, distribution, or income program. If John Hancock has not received a completed and signed IRS Form W-9 at the time of your request for a withdrawal, distribution, or income program, John Hancock will withhold Federal tax from your payment. IRS Form W-9 is included with all withdrawal, distribution, and income program forms below, and can also be downloaded individually below or from www.irs.gov.

If you are not a U.S. person, you cannot complete IRS Form W-9, but should instead complete the version of IRS Form W-8 that applies to you. For individual contract owners, that will generally be IRS Form W-8 BEN. You can download the various IRS Forms W-8 and their instructions from www.irs.gov. If you have questions about which IRS Form W-8 to use, please consult with your own tax professional.

If you have questions on your variable annuity policy, please contact your financial representative or call 1-800-344-1029 for more information, including product and fund prospectuses that contain complete details on investment objectives, risks, fees, charges, and expenses as well as other information about the investment company, which should be carefully considered. Please read the prospectuses carefully as they contain this and other information on your policy and its underlying portfolios.

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Forms For Annuity Contracts
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Use this form to request a full or partial exchange of policies, a transfer of funds, or a direct rollover in a variable annuity. 
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Use this form to elect to receive a guaranteed income stream from a JH Legacy variable annuity, with the exception of Accommodator products.
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Use this form to elect to receive a guaranteed income stream from a Venture Series annuity.
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Use this form to elect to receive a guaranteed lifetime income stream from a Venture Series annuity with the Guaranteed Retirement Income Program (GRIP) Rider.
Download
 
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Use this form to defer annuitization by extending a contract’s date of maturity up to age 100.
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Download
 
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Use this form to make address and name changes to an annuity contract. 
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Use this form to change the broker-dealer of record on an annuity contract.
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Use this form to make owner and/or beneficiary changes on an annuity contract.
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Use this form to add or remove a custodian contract owner from your annuity contract. 
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Use this form to authorize John Hancock to electronically deposit proceeds from an annuity contract into the financial institution account of your choice. (New Medallion Signature Guarantee (MSG) Requirement. See form for details.) 
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Use this form if you have an optional Withdrawal Benefit Rider with an annuity contract and would like to enroll in John Hancock's Income Made Easy Program. (New Medallion Signature Guarantee (MSG) Requirement. See form for details.)
SubmitOnlineClient
 
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Use this form to make investment option transfers in a Venture Series annuity on a one-time basis. For New York contracts, see form directly below.
Download
 
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Use this form to make investment option transfers in a Venture Series New York Contract annuity on a one-time basis.
Download
 
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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). (New Medallion Signature Guarantee (MSG) Requirement. See form for details.) 
SubmitOnlineClient
 
Download
 
Download
 
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Use this form to enroll in the Systematic Withdrawal Program for an annuity product. (New Medallion Signature Guarantee (MSG) Requirement. See form for details.)
SubmitOnlineClient
 
Download
 
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Use this form to authorize withdrawals to be made over the telephone for the contract owner(s) and the agent of record.
SubmitOnlineClient
 
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Use this form to authorize another person or entity to receive documents and information related to an individual annuity contract. 
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Use this form to authorize contract owner(s) and/or an agent of record to make telephone/electronic trades among various investment portfolios within a variable annuity contract. 
SubmitOnlineClient
 
Download
 
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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.
Download
 
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Use this form to request a full surrender or a partial withdrawal from your non-qualified or IRA annuity contract. (New Medallion Signature Guarantee (MSG) Requirement. See form for details.) 
SubmitOnlineClient
 
Download
 
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Use this form to request a full surrender or a partial withdrawal from your qualified annuity contract. (New Medallion Signature Guarantee (MSG) Requirement. See form for details.) 
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Use this IRS form to certify U.S. taxpayer identification status. May be requested in conjunction with certain John Hancock forms. 
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Contact Us

Phone
1-800-344-1029
Weekdays between
8 a.m. and 6 p.m. Eastern Time

National Contracts
Mailing Address

John Hancock Annuities
Service Center
PO Box 55444
Boston, MA 02205-5444

New York Contracts
Mailing Address
John Hancock Annuities
Service Center
PO Box 55445
Boston, MA 02205-5445

Overnight Mailing Address
John Hancock Annuities
Service Center
30 Dan Road
STE. 55444
Canton, MA 02021-2809

      US Division:  Please visit www.johnhancock.com for additional information on the company and other products John Hancock offers.

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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, member FINRA.