Request a Quote

You may contact John Hancock to request a quote of your benefit options at any time.

A few months before the date you are eligible to receive your full retirement benefit, you should expect to receive a letter from John Hancock.

When you receive this letter, just follow these three easy steps to request a quote and elect to receive your retirement benefit:

  • Complete the Retirement Benefit Checklist included with the letter and send it back to John Hancock. We use this information to determine your eligibility and to create your customized retirement benefit options quote package, which will then be mailed to you.
  • Once you receive our quote package, review all the materials enclosed. In particular, please review the retirement benefit options carefully to determine which option is best for you. Once you elect an option, it cannot be changed.
  • Complete the Payment Election form, an IRS Form W-9 or IRS Form W-8BEN, and all other required documents. Then, send them back to John Hancock.

Once we receive all of your completed paperwork in good order and confirm you are eligible to begin your benefits, we will process your retirement and send your payment and a confirmation letter generally within 10 business days. You should review this carefully and contact us if you have any questions.

How can I request
a quote?

To request a quote, print, complete and return our Benefit Estimate Request form from the Forms Center. We’ll respond via letter within 10 business days to let you know if we have a benefit for you.

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