How to Fill Out Statement of Claim for Death Benefit

Statement of Claim for Death Benefit at a glance

What it is: Statement of Claim for Death Benefit of John Hancock Life Insurance Company (U.S.A.), for the person(s), Trustee(s) or Entity claiming the death benefit.

Who signs: All individual claimants or trustees or executors must sign here and have their signature witnessed by a disinterested third party.

What to bring and attach to Statement of Claim for Death Benefit

Complete, sign and return the form together with the insurance policy and a certified death certificate, which indicates the cause and manner of death of the insured person.

Submit the W9 with the Statement of Claim for Death Benefit form. If the claimant(s) is a U.S. person, including a U.S. citizen, U.S. resident alien, or other U.S. person, they must complete the enclosed Form W-9. However, if the claimant(s) is not a U.S. person, they should not complete the Form W-9. Instead, they should complete the appropriate Form W-8.

A filled-in Statement of Claim for Death Benefit example: a daughter claims a death benefit

Statement of Claim for Death Benefit example filled out, example: a daughter claims a death benefit
Jane Sample files the Statement of Claim for Death Benefit. She is the named beneficiary of one policy and signs before a witness. The picture shows pages 3 and 5; every value in it is made up. Her father held the policy, so Relationship to Insured says DAUGHTER. She sent the original policy, so Statement of lost or destroyed policy stays empty. She needs no Form 712, so Form 712 (Life Insurance Statement) stays empty. Name of trust, date of trust and name of trustees is left blank because she is not a trustee. Additional information is left blank because no family members are covered. She marks Female. No posthumous child is possible, so she marks No. Her father had no other name, so c) Also known as Name stays empty. In the capacity choice she marks Named Beneficiary, and nothing goes in Other. The picture cannot show that mark, because those choices have no field name in the PDF.

How to fill out Statement of Claim for Death Benefit, box by box

List all policy numbers

Statement of Claim for Death Benefit example filled out, list all policy numbers

List all policy numbers if you are claiming the death benefit for more than one policy.

The person insured by the policy(ies)

Statement of Claim for Death Benefit example filled out, the person insured by the policy(ies)

About the person insured by the policy(ies): a) Name, b) Date of Birth, c) Also known as Name, d) Place of Birth, e) Address (Street Address, City, State, Zip Code), f) Date of Death, g) State of Residence Prior to Death, h) Place of Death, i) Cause of Death, j) Employer's Name and k) Employer's Address (Street Address, City, State, Zip Code).

The claimant of the death benefit proceeds

Statement of Claim for Death Benefit example filled out, the claimant of the death benefit proceeds

About the claimant of the death benefit proceeds, i.e., individual, company, executor or trustee, whichever is applicable for this policy(ies): a) Name, b) Gender, c) Address (Street Address, Apt. No., City, State, Zip Code), d) Mailing Address (if different than Street Address) (Street Address, City, State, Zip Code), e) Date of Birth, f) Relationship to Insured, g) Telephone No. Business and Home, h) E-mail Address and i) Fax No.

In what capacity are you claiming the death benefit

Statement of Claim for Death Benefit example filled out, in what capacity are you claiming the death benefit

Named Beneficiary: complete one form for each named beneficiary and, if a beneficiary is former spouse, include copy of divorce settlement.

Executor or Administrator, or Legal Guardian: send a court certificate of appointment.

Statement of lost or destroyed policy

Statement of Claim for Death Benefit example filled out, statement of lost or destroyed policy

E - STATEMENT OF LOST OR DESTROYED POLICY: check this box if the policy is lost or destroyed.

This policy is not now assigned, nor has it been otherwise transferred or encumbered in any manner. No person, firm or corporation has or claims the right to possession of this policy.

Form 712 (Life Insurance Statement)

Statement of Claim for Death Benefit example filled out, form 712 (Life Insurance Statement)

If you require an IRS Form 712 (Life Insurance Statement) for estate tax purposes, check this box.

Name of trust, date of trust and name of trustees

Statement of Claim for Death Benefit example filled out, name of trust, date of trust and name of trustees

Complete this section only if you are a trustee of the trust that is claiming the proceeds of this policy(ies): a) Name of Trust, b) Date of Trust and c) Name of Trustees.

If more than one trustee, all trustees must complete and sign this form.

If you have completed this section, when you sign this form you certify that you are the trustee(s) of the trust named in it and you certify that you have the right under the trust to act as the claimant for the policies named in this form.

Additional information

Statement of Claim for Death Benefit example filled out, additional information

I - ADDITIONAL INFORMATION: complete if any family members are covered under the insurance being claimed. Please list the names and birth dates of all children born of the marriage of the insured and the insured's Spouse, or of children acquired by the insured as stepchildren or legally adopted children. Please list only living children who have not reached their 25th birthday.

Is there any possibility of a posthumous child (a child born after the death of the father)? Yes No

Signature of claimant, trustee(s), executor or signing officer and signature of witness

Statement of Claim for Death Benefit example filled out, signature of claimant, trustee(s), executor or signing officer and signature of witness

By signing, you agree under penalties of perjury that the information in this statement is complete and true to the best of your knowledge (please sign as you would sign a check). Signed at City State This Day of Year, with the Signature of Claimant, Trustee(s), Executor or Signing Officer and the Signature of Witness.

Refer to "Fraud Warning Notices" insert for your state.

To the extent proceeds are settled by lump sum into a John Hancock Safe Access Account, you further agree to the terms and conditions set forth in the John Hancock Safe Access Account Supplemental Contract, which together with this Statement of Claim forms the entire agreement between you and John Hancock.

If your situation is different

If the named beneficiary(ies) is not alive

If the last known beneficiary(ies) of the policy(ies) has died, send a copy of the beneficiary's death certificate.

Generation-Skipping Transfer Tax

Are the death benefit proceeds subject to the Generation-Skipping Transfer Tax? Yes No If you answered 'Yes', and the proceeds are greater than $250,000, submit a Schedule R-1 of IRS Form 706. (checked November 9, 2026)

Signatures of all corporate claimants

All corporate claimants must sign here and have their signature witnessed by a disinterested third party. Corporations making a claim must provide either: The title and signature of one signing officer along with the corporate seal, or Signatures of two signing officers with their titles and the Corporation Name.

Electronic Funds Transfer Information - Disbursement

Electronic Funds Transfer Information - Disbursement: the information needs to be completed if you wish to have your disbursement electronically wired to your bank. In order to expedite your request, please also provide a void check in addition to completing this form. The funds will only be released if all requirements have been met.

Common questions about Statement of Claim for Death Benefit

Where do I file it?

Return the form to the Mailing Address: John Hancock Attn: Life Claims Services R-03 1 John Hancock Way Suite 1105 Boston MA 02217-1105 or the Courier Address: John Hancock Life Claims Services R-03 27 Drydock Ave Suite 3 Boston MA 02210-2382.

Is there a penalty?

Any person who knowingly and with intent to defraud any insurance company or other persons, files a statement of claim containing any materially false information, or conceals for the purpose of misleading, information concerning any fact material thereto, commits a fraudulent insurance act, which is a crime, is subject to criminal prosecution and/or civil penalties.

Sources

[1] Statement of Claim for Death Benefit (PS5119US 08/2013) (Rev. August 2013), John Hancock, served file (the Official source link on this page).

John Hancock Claim Death Form PDF Details

Dealing with the loss of a loved one is an incredibly challenging time, significantly compounded by the need to manage practical affairs like insurance claims. The John Hancock Claim Death form is a crucial document designed to support beneficiaries through this process, offering a structured way to claim benefits under life insurance policies. This form, which is comprehensive in its scope, requires various pieces of information and documentation to process a claim effectively. Beneficiaries are guided to provide details about the deceased, policy numbers, and their relationship to the insured. Important aspects include submitting a certified death certificate, the original insurance policy if available, and specific forms in cases where the policy is lost or dealing with international deaths. Additionally, it outlines the protocol for claiming under special circumstances, such as claims by trustees or when a Generation-Skipping Transfer Tax might apply. John Hancock also emphasizes the need for completeness and honesty in the submission to prevent fraud and ensure that the claim is processed smoothly and efficiently. With options like lump-sum payments or the establishment of a Safe Access Account for beneficiaries, John Hancock extends various settlement methods to accommodate the preferences or needs of the claimants. Moreover, the document includes critical fraud warnings and legal attestations to safeguard the integrity of the claims process. Through all its detailed requirements, the form serves as a testament to John Hancock's commitment to assisting beneficiaries during their time of need, striving to make the claim process as straightforward and stress-free as possible.

QuestionAnswer
Form NameJohn Hancock Claim Death Form
Form Length11 pages
Fillable?No
Fillable fields0
Avg. time to fill out2 min 45 sec
Other namesbeneficiary claim hancock form, john hancock statement death, claimant hancock claims, john hancock death claim form