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FP Claims Checklist draft 3

FP Claims Checklist draft 3 2025

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4.8 out of 5

46 votes

The document provides a detailed checklist for claiming a John Hancock Fixed Product Benefit, outlining the necessary forms and documentation required from beneficiaries or contingent annuitants. Key requirements include submitting a Claimant Statement, a certified death certificate, and appropriate IRS tax forms (W-9 for U.S. persons or W-8 for non-U.S. persons). Additional documents may be needed depending on the claimant's relationship to the deceased, such as Letters of Administration for estates or Trustee Certification Forms for trusts. The document emphasizes that no benefits will be processed until all required forms are received in acceptable form.

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Versions	Form popularity	Fillable & printable
2015	4.8 Satisfied (46 Votes)
2013	4.2 Satisfied (31 Votes)

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