Employee Information Change Request
Hancock Retirement Plan Services name. Group annuity contracts and recordkeeping agreements are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02210 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. Product features and availability may differ by state. Plan administrative ...
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Call John Hancock at 1-888-695-4472
www.jh401kadvisor.comGP5479US (1/2018) ROP 16314 0617 RO051117368894 Includes: Withdrawal –Eligible for Rollover Form Consider your options… Call John Hancock at 1-888-695-4472 ...
Rollover Contributions - jh401kadvisor.com
www.jh401kadvisor.comRollover Contributions A Guide to Moving Outside Retirement Accounts to John Hancock. Includes... Acceptance of Rollover Contribution Form ROP 18828 0113 RO021513126718
Important Information for Registered Investment …
www.jh401kadvisor.com1. You are responsible for notifying the current Firm(s) or Broker(s) of Record regarding the changes requested on this form. 2. Certain Firms must provide John Hancock with advance approval prior to their being added as the Firm of record.
Instructions for completing Broker Dealer Firm or ...
www.jh401kadvisor.com3 Removal of Existing Broker Dealer or Financial Representative of Record Complete this section to remove ALL Broker Dealer Firm(s) or Financial Representative(s). To remove a Financial Representative and replace with an RIA, complete the RIA Designation form.
Plan Consultant (TPA) Change Request - …
www.jh401kadvisor.comSmartCareSM is a Service Mark of John Hancock Life Insurance Company (U.S.A.) and is used under license by John Hancock Life Insurance Company of New York. Both John Hancock Life Insurance Company (U.S.A.) and John Hancock Life Insurance Company of New York do business under certain instances using the John Hancock Retirement …
Beneficiary Designation of Plan Participant
www.jh401kadvisor.comGP5500US (11/2014) Signature of Employee Name Date Married Participant Unmarried Participant I understand that I must elect my spouse as sole Primary Beneficiary under …
Defined Benefit Withdrawal Notice – Participant or Trustee ...
www.jh401kadvisor.comD -Payment to Trustee Trustee is responsible for disbursement of funds and all tax withholding and reporting to the IRS. GP5093US (01/2018) Both John Hancock Life Insurance Company (U.S.A.) and John Hancock Life Insurance Company of New York do business under certain instances using the John Hancock
Call John Hancock at 1-888-695-4472
www.jh401kadvisor.comGP5537US (1/2018) ROP 16314 0617 RO051117368894 Includes: Withdrawal –Eligible for Rollover Form Consider your options… Call John Hancock at 1-888-695-4472 Our Rollover Education Specialists will help answer questions about the options available to you:*
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www.jh401kadvisor.comJohn Hancock Personal Financial Services, LLC, also referred to as “John Hancock”, is an affiliate of John Hancock Retirement Plan Services. Group annuity contracts and recordkeeping agreements are issued by: John Hancock Life Insurance Company (U.S.A.) (“John Hancock USA”), Boston, MA (not licensed in New York) and John
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