Since retirement benefit payments from group annuity contracts are tax reportable, it’s important that you keep your address of record current so you can receive your tax forms on time.
For federal tax identification certification purposes, John Hancock will request you complete and submit the most recent version of IRS Form W-9 or, if applicable, IRS Form W-8BEN. For help completing IRS Form W-9, click here to watch a video guide.
Federal tax withholding depends on the type of payment you elect.
State tax withholdings vary by state. Please speak with a qualified tax professional or visit your state's Department of Revenue website for information specific to your state. If you move to a new state, please note that different tax withholding may be required for that state.
Please click here for an overview of state requirements.
The following 2020 tax forms will be mailed in 2021 on or about: