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The document outlines new requirements for obtaining a Medallion Signature Guarantee (MSG) for electronic funds transfers (EFT) related to annuity contracts with John Hancock. It emphasizes that an original MSG is necessary for both new and existing EFT instructions, while providing details on how to submit withdrawal requests, tax implications, and the importance of consulting financial advisors regarding withdrawals. Additionally, it includes instructions for completing IRS Form W-9 as part of the withdrawal process.

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Versions	Form popularity	Fillable & printable
2018	4.9 Satisfied (41 Votes)
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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can you opt out of 401k at any time?

Is the 401(k) worth it? The 401(k) is not much different from other 401(k) plans, except for the special funds you can place in them, and the high fees. And to answer the question, there is no hard yes or no answer because it depends on whos asking.

How do I opt out of 401k?

To opt out or make changes to your deferral rate, contact directly at 800-294-3575 or online at myplan.johnhancock.com.

Can I take a loan out of my 401k ?

If your plan allows it, you may be able to borrow up to 50% of your vested balancethats 50% of the portion of your account thats yours, without conditions. Youll repay this amount, plus interest, back into your 401(k) account over time through payroll deduction.

How to get tax form?

Register, or log in if youre already registered, at johnhancock.com/annuities to download your form under the My Contracts tab in the Tax and Contract Documents section. While you are logged in, enroll in paperless delivery to get immediate, secure access to your contract documents as they become available.

How do I request a withdrawal from ?

You can call us at 800-344-1029 to enroll in phone withdrawal authorization and elect to take a withdrawal. You can also complete this form entirely online: Visit the forms page at johnhancock.com/annuities.