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Participant Forms for Benefit Payment Services
Plan Sponsor / Broker Forms and Information

For your convenience, various benefit administrative forms and samples of our product material for the Single Premium Group Annuity (SPGA) are provided below.
 
Participant Forms for Benefit Payment Services

Completed forms may be returned to the following address:

John Hancock¹
Fixed Products Operations, S-8
380 Stuart Street
Boston, MA 02116

• Qualified Annuity Request Form
• Non-Qualified Annuity Request Form
• Federal / State Tax Withholding Election Form
• Spouse Waiver Form
• Enrollment Form For Direct Deposit of Your Annuity Payments
• Beneficiary Election / Change Form
• Address / Name Change Form
• Direct Rollover Form



Plan Sponsor / Broker Forms

Single Premium Group Annuity (SPGA) :

• Sample SPGA Contract
• Sample SPGA Application
• Request for Proposal
• Data Requirements
• Sample SPGA Proposal
• Acceptance Procedures
• Sample Qualified Certificate

Non-Qualified Annuity:

• Sample Non-Qualified SPGA Contract
• Sample Non-Qualified SPGA Application
• Sample Non-Qualified TFA Contract
• Sample Non-Qualified TFA Application
• Sample Non-Qualified Certificate
• Required Non-Qualified Information

Miscellaneous:

• Agent / Company Appointment Application
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