Get John Hancock Certificate Of Trust 130797 Form

This guide provides clear, step-by-step instructions on how to fill out the John Hancock Certificate Of Trust 130797 Form online. Whether you are a novice or have some experience with trust documentation, this guide is designed to support you through the process.

Follow the steps to successfully complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it in an online editor.
2. Indicate whether you are applying for a new contract or referencing an existing contract number. If changing ownership, ensure the form accompanies the change of address or name form #1307217.
3. Provide information about the entity ownership. Fill in the name, state of establishment, date of establishment, address, city, state, and zip code.
4. Specify the type of entity. Choose from the options provided such as 'Trusts' or 'Taxable Entities' and check only one option.
5. List all beneficiaries or authorized corporate representatives, including their names and dates of birth. Use a separate sheet if necessary.
6. Complete the disclosures section, carefully reading any special situations that may require company approval.
7. All authorized signers must provide their signatures and print their names in the designated sections.
8. Fill in the contract information and ensure all required fields are completed accurately.
9. Once all sections are filled and verified for accuracy, save changes, download the document, print, or share it as needed.

Complete the John Hancock Certificate Of Trust 130797 Form online with confidence today!