Forms Center

The forms you need, right here, right now.

Keeping your address information up-to-date or making administrative changes after you start receiving your retirement benefit payments is easy. Simply complete and return the following forms as necessary. Completion and submission instructions can be found on each form.

Benefit Estimate Request

Use this form to request an estimate of your retirement benefits.

Change of Address

Use this form to update your address information.

Change of Beneficiary

Use this form to change your beneficiary.

Electronic Fund Transfer (EFT)

Use the form to authorize John Hancock to electronically deposit your monthly payments directly to the financial institution account of your choice.


Use this IRS form if you are not a U.S. citizen or U.S. resident alien to certify your foreign status for tax withholding purposes.

IRS Form W-9

Request for Taxpayer Identification Number and Certification

Notification of Death

Use this form to report a death of a participant or contingent annuitant.

Third Party Authorization

Use this form to authorize John Hancock to provide information and documents to a third party.

Verification of Income

Use this form to request a verification of your retirement benefits.

Returning forms
is easy.

Regular Mail
Fixed Products Administration
PO Box 55446
Boston, MA 02205-5446

Express Mail
Fixed Products Administration
30 Dan Road, Suite 55446
Canton, MA 02021-2809


Where can I get Structured Settlement forms?

If you are a Structured Settlement annuitant, forms can be found by clicking here.

Connecticut tax withholding requirements have changed.

Click here to view the new Form CT W4-P.

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