Introduction - John Hancock Annuities
Defer maturity date request
Before you begin You can also complete this form entirely online. ? Click on the "Find a form" box on annuities. ? Find the Defer maturity date request form. ? Click the link to submit online. ? Follow the step-by-step instructions.
Important information
Use this form to defer annuitization by extending your contract's maturity date up to age 100, subject to the terms and conditions of your contract. By extending your maturity date, your contract will remain in the accumulation phase.
Contact us
Website annuities
Phone
Fax
Fax
1-800-344-1029
1-617-663-3160
Weekdays 8 a.m. to 6 p.m. ET
Return instructions See the end of this document for return instructions.
1. Owner information Contract owner information
Contract number
Owner's name (First)
MI
Last
Phone number
Mobile number
Email address
Address (Street)
Please check if the address provided is a permanent address change for all your annuity contract(s).
City
State or country (if outside the U.S.)
Financial representative's name (if applicable) (First) MI
Last
Co-owner information (if applicable)
Date of birth (MM/DD/YYYY)
Zip code Phone number
Co-owner's name (First)
MI
Last
Date of birth (MM/DD/YYYY)
Phone number
Mobile number
Email address
Address (Street)
City
State or country (if outside the U.S.)
Zip code
Issuer: John Hancock Life Insurance Company (U.S.A.), Lansing, MI (not licensed in New York). Issuer in New York: John Hancock Life Insurance Company of New York, Valhalla, NY.
1307210 (1/21)
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Contract number:
1. Owner information (continued) Annuitant information (if different from owner)
Annuitant's name (First)
MI
Last
Date of birth (MM/DD/YYYY)
Address (Street)
City
State or country (if outside the U.S.)
Zip code
2. Deferred maturity date information
Unless a younger age is provided in the space below, your maturity date will be deferred until the first day of the month following the date the oldest annuitant turns 100.
Alternate age to annuitize contract (optional):
Note: The contract may contain limits on your ability to defer your maturity date. John Hancock will mail a written confirmation of the approved maturity date change to the address on file.
3. Signatures and authorizations
All owners must sign: All individual owners must sign. If the contract is owned by a trust, all trustees must sign. If the contract is owned by a corporation or other business entity, all authorized representatives must sign, and a corporate resolution (or similar) must be attached to this form. Attorney-in-fact: If this form is signed by an attorney-in-fact or agent appointed by an owner in a power of attorney, a complete copy of the power of attorney must be attached to this form (unless previously submitted). Guardian or conservator: If this form is signed by the guardian or conservator of a contract owner, a complete copy of the court appointment must be attached to this form (unless previously submitted). John Hancock reserves the right to request proof that the authority of the guardian or conservator is still in effect.
By signing below, I/we request John Hancock make the above changes to the specified contract, and I/we agree to submit additional information upon request if such information, in the discretion of John Hancock, is necessary to implement the changes on this form. I/We also understand that the instructions on this form are subject to the terms and conditions of the contract (and prospectus, if applicable).
I/We understand that maturity dates that occur when the annuitant is at an advanced age, e.g., past age 90, may have adverse tax consequences.
SIGN HERE
Signature of owner (or fiduciary)
SIGN HERE
Signature of co-owner (or fiduciary) (if applicable)
Today's date (MM/DD/YYYY) Today's date (MM/DD/YYYY)
Issuer: John Hancock Life Insurance Company (U.S.A.), Lansing, MI (not licensed in New York). Issuer in New York: John Hancock Life Insurance Company of New York, Valhalla, NY.
1307210 (1/21)
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Submission instructions
Please submit your completed and signed form via one of the following:
National contracts New York contracts All overnight mail
John Hancock Annuities Service Center PO Box 55444, Boston, MA 02205-5444
John Hancock Annuities Service Center PO Box 55445, Boston, MA 02205-5445
Annuities Service Center John Hancock Insurance 410 University Avenue, Suite 55444, Westwood, MA 02090
Fax
Fax 1-617-663-3160
Register online
Go to annuities to create an online account and gain access to contract-specific details and self-service tools. Once registered, select to receive your contract documents electronically under your Paperless settings.
Issuer: John Hancock Life Insurance Company (U.S.A.), Lansing, MI (not licensed in New York). Issuer in New York: John Hancock Life Insurance Company of New York, Valhalla, NY.
1307210 (1/21)
3 of 3
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