Forms & Downloads
IRA Application (487K PDF)
Use this application to provide us with the basic information needed to begin the rollover process. This form can be completed online. You can type your personal infomation directly into the application using your computer. When finished just print and sign.
Lifestyle Portfolio Brochure (387K PDF)
Read this brochure for more detailed information about Lifestyle Funds.
Lifecycle Portfolio Brochure (483K PDF)
Read this brochure for more detailed information about Lifecycle Funds.
Individual Retirement Account (IRA) Beneficiary Designation Form (184K PDF)
Use this form to designate or amend beneficiaries for individual retirement accounts. This form can be completed online. You can type your information directly into the form using your computer. When finished just print and sign.
Restricted Beneficiary Change Form (137K PDF)
Use this form to name and change your non-spouse beneficiary designations. This form can be completed online. You can type your information directly into the form using your computer. When finished just print and sign.
Your 401(k) Rollover Guide Brochure (788K PDF)
Read this guide for more detailed information about the IRA Rollover program from John Hancock.
