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Third Party Authorization Introduction Instructions Use this form to authorize another person or entity, called a Third Party, to receive documents and information related to your individual annuity.

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How to fill out the Third Party Authorization Form - John Hancock Annuities online

This guide provides clear, step-by-step instructions on how to complete the Third Party Authorization Form for John Hancock Annuities online. By following these guidelines, you can efficiently authorize another person or entity to receive important documents and information related to your annuity contract.

Follow the steps to complete the Third Party Authorization Form online.

  1. Click 'Get Form' button to access the document and open it in your preferred editor.
  2. In Section 1, provide your contract information including contract number, certificate/customer number, and your personal details such as phone number, date of birth, and address. If there is a co-owner or joint participant, include their information as well.
  3. In Section 2, fill in the authorized third party's name and contact information. Ensure you provide their relationship to you and date of birth.
  4. In Section 3, read and accept the Authorization Agreement and Release of Liability. You must consent to allow John Hancock to share documents and personal information with the designated third party.
  5. In Section 4, all parties, including co-owners or joint participants, must sign the document. Ensure that all signatures are notarized or Medallion Guaranteed as required.
  6. Review the completed form for accuracy, save your changes, and prepare to submit the document. You can download, print, or share the form as needed.

Complete your Third Party Authorization Form online today and ensure your information is easily accessible to your chosen third party.

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A third party authorization form says to your mortgage company that you allow a third party to receive information about you and your mortgage. It may allow the third party to take actions for you. There is no single form used by every mortgage company.

You can call us at 800-344-1029 to enroll in telephone withdrawal authorization over the phone and elect to take a withdrawal. You can also complete this form entirely online: Visit the forms page at johnhancock.com/annuities.

While you won't have to pay the money back, you'll have to pay federal incomes taxes on it. You may also have to pay a 10% early withdrawal penalty if you're under age 59½, unless you qualify for an exception. We'll discuss these exceptions in a later section.

To avoid owing penalties to the IRS, wait to withdraw until you are 59 ½ and set up a systematic withdrawal schedule. What is the free annuity withdrawal provision? Many, but not all, insurance companies allow you to withdraw up to 10% of your funds prior to the end of the surrender period.

You can report it online or give us a call at 888-887-2739.

Regular mail (default)—The payments will arrive within 5–7 business days. Overnight mail—The payments will arrive within 1–2 business days.

LETTER OF AUTHORIZATION Please be advised that ________________________________(Owner/Applicant name or company name) authorizes ___________________________(Individual name of/or company name) to act as an agent on my (our) behalf in all matters related to obtaining a ___________(permit type) permit.

Withdrawals made prior to age 59½ may be subject to a 10% IRS early withdrawal penalty and will be subject to ordinary income tax; state and local taxes may also apply.

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