Get Agent Change - John Hancock

This guide provides step-by-step instructions on how to complete the Agent Change form for John Hancock. Whether you are a servicing agent or a writing agent, this comprehensive guide will help you navigate the online process with confidence.

Follow the steps to successfully fill out the Agent Change form.

1. Press the ‘Get Form’ button to obtain the Agent Change form and open it in the editor.
2. Begin by completing Section A, which requests policyholder information. Fill in the first name, last name, address, city, state, zip code, and phone number of the policyholder. Make sure to sign the authorization to disclose information to the new agent/firm.
3. If you are changing to a writing agent (commissionable agent), complete Section B. Here, provide the agency/firm name and the current writing agent’s name along with their business address. Acquire the necessary signatures from the registered writing agent and the principal of the firm.
4. For the new servicing (non-commissionable) agent’s information, proceed to Section C. Input the agent’s name, Social Security number or John Hancock payroll number, and the agent's firm details, including the business address.
5. If this change involves a new writing (commissionable) agent, complete Section D. Provide the new agency/firm name, agent’s name, Social Security number or John Hancock payroll number, and business address.
6. Ensure you have the signature of the registered principal of the new firm in Section D to authorize the new writing agent.
7. After filling out the form, review all sections for completeness and accuracy. Save changes, then you can download, print, or share the completed form as necessary.

Complete your Agent Change form online for a smooth transition.