Get the free Nonqualified Annuity Request Form - reigjhancockcom

Return To: John Hancock Life Insurance Company Fixed Products Operations, S8 380 Stuart Street Boston, MA 02117 Toll Free #: 1 8006245155 UNQUALIFIED ANNUITY REQUEST FORM Annuitant Information Contract

How to fill out nonqualified annuity request form

How to fill out a nonqualified annuity request form:

1. Begin by gathering all the necessary information and documents required to complete the form. This may include your personal identification details, social security number, annuity contract number, and any other relevant paperwork.
2. Carefully read through the instructions provided with the form to understand the requirements and guidelines for filling it out. Take note of any specific sections or fields that need to be completed.
3. Start filling out the form by entering your personal information accurately. This usually includes your full name, address, contact number, and email address.
4. Provide the required details about your nonqualified annuity, such as the annuity contract number, the issuing company, and the date of purchase.
5. Indicate the reason for your request. This could include partial or full surrender of the annuity, changing the beneficiary, or making a withdrawal or distribution from the annuity.
6. If you are withdrawing funds from your annuity, specify the amount you wish to withdraw and the preferred method of payment. You may have options like receiving a check or having the funds electronically transferred to your bank account.
7. If you need to update beneficiary information, provide the necessary details like the beneficiary's name, relationship to you, and their contact information.
8. Review the completed form for any errors or missing information. Ensure that all sections have been filled out correctly and completely.
9. Attach any required supporting documents, such as a copy of your identification or any other requested paperwork.
10. Sign and date the form in the designated area, certifying that the information provided is accurate and complete.
11. Make a copy of the completed form and any supporting documents for your records before submitting it. Follow the instructions provided to send the form to the appropriate mailing address or submit it electronically, if applicable.

Who needs a nonqualified annuity request form:

1. Individuals who have nonqualified annuity contracts and need to perform various actions related to their annuities may need to fill out a nonqualified annuity request form.
2. Those who want to partially or fully surrender their nonqualified annuity, make withdrawals or distributions from the annuity, or change the beneficiary designation will require this form.
3. In situations where there is a need to update personal information like contact details or address, a nonqualified annuity request form may be necessary.
4. If there are specific requests or inquiries related to the nonqualified annuity contract, such as changing the investment options or requesting information about the annuity's performance, a request form may be required by the annuity company.

For pdfFiller’s FAQs

What is nonqualified annuity request form?

Nonqualified annuity request form is a document used to request distributions or withdrawals from a nonqualified annuity account.

Who is required to file nonqualified annuity request form?

The account owner or beneficiary is required to file the nonqualified annuity request form.

How to fill out nonqualified annuity request form?

To fill out the form, the account owner or beneficiary needs to provide personal information, account details, and instructions for the distribution.

What is the purpose of nonqualified annuity request form?

The purpose of the form is to request distributions or withdrawals from a nonqualified annuity account.

What information must be reported on nonqualified annuity request form?

Information such as account number, owner's name, distribution amount, and distribution instructions must be reported on the form.

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