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Click ‘Get Form’ to open the john hancock change beneficiary annuities form in the editor.
Begin with Section 1, where you will input the current owner information. Ensure all fields are filled accurately, including names, contact details, and contract number.
If making an owner change, proceed to Section 2. Select the appropriate option for changing ownership and provide the new owner's details. Remember that this may have tax implications; consult a tax professional if needed.
In Section 3, designate your beneficiaries. Clearly list primary and contingent beneficiaries along with their respective percentages of proceeds. Ensure that total percentages equal 100%.
Finally, complete Section 4 by having all required parties sign and date the form. If applicable, attach any necessary documents such as power of attorney or guardianship papers.

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