Transcription of Withdrawal Request - John Hancock Financial
{{id}} {{{paragraph}}}
Example: marketing
Withdrawal Request - John Hancock Financial
IntroductionInstructionsUse this form to Request either a full surrender or a partial Withdrawal from your nonqualified or IRA annuity contract. Please use form number 130701, if your annuity is a section 403(b) contract, or if it is held as part of a qualified retirement plan under section 401, an annuity plan under section 403(a), or an eligible deferred compensation plan under section 457(b). (All section references are to the Internal Revenue Code.)IMPORTANT: We recommend that you review your variable annuity contract and/or prospectus with your Financial advisor for further details regarding the impact of about this form? 1-800-344-1029 Contact us: 7 FAX 1-617-663-3160 8 See the end of this document for return instructionsBe advised that taking withdrawals reduces your contract value and may adversely affect your contract s guaranteed benefits.
For a 1035 exchange of a non-qualified annuity, the other insurance company must submit he appropriate paperwork, signed by an authorized person, documenting that the withdrawal is part of a 1035 exchange. ... complete an indirect rollover of the entire amount withdrawn, you will have to use other funds to make up for the 10% withheld. ...
Loading..
Tags:
Information
Domain:
Source:
Link to this page:
Please notify us if you found a problem with this document: