Get Section A - Applicant - Assets.jhnavigator.com

Filling out the SECTION A - APPLICANT form online can seem daunting, but this guide will provide you with clear instructions to ensure you complete the process smoothly. By following these steps, you will submit your application accurately and confidently.

Follow the steps to effectively complete your application form.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin by entering the plan name at the top of the form, which identifies the specific group annuity for which you are applying.
3. In the 'Name' field, enter the name of the trustee responsible for the plan.
4. Fill in the trustee's address in the corresponding fields, including street number and name, suite number (if applicable), city, state, and zip code.
5. The next section requires information about the contract's effective date. State the date when the first contribution will be received by John Hancock Life Insurance Company.
6. Next, provide details about the plan information. Enter the name of the plan sponsor and the employer in the designated fields, along with their address if it differs from the trustee's address.
7. Indicate the type of organization sponsoring the plan by selecting from the options provided (e.g., corporation, sole proprietorship, partnership, etc.).
8. Select the appropriate type of qualified 401(a) plan from the list. If applicable, choose whether the organization is a government entity.
9. State whether this contract is replacing an existing group annuity contract by selecting either 'Yes' or 'No.'
10. Proceed to the investment fund information section, and read the disclosure regarding the company’s sub-accounts before continuing.
11. Input the estimated annual recurring contributions and the estimated amount of first-year external transfer contributions in the provided fields.
12. Specify whether the external transfer contribution will be made in one lump sum or in installments, and provide details about the timing and amounts if applicable.
13. In the authorization section, print the names, titles, and signatures of individuals authorized to act on behalf of the trustee.
14. Complete the applicant's statement, ensuring all required information is filled accurately before placing signatures where indicated.
15. Finally, review the completed form for accuracy. You can then choose to save changes, download, print, or share the form as necessary.

Complete your application online today to ensure a smooth submission process.