Forms & Downloads

IRA Application (308K 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.

Your 401(k) Rollover Guide Brochure (1,949K PDF)

Read this guide for more detailed information about the IRA Rollover program from John Hancock.

Lifestyle Portfolio Brochure (387K PDF)

Read this brochure for more detailed information about Lifestyle Funds.

Retirement Living Portfolio Brochure (483K PDF)

Read this brochure for more detailed information about Retirement Living Funds.

Individual Retirement Account (IRA) Beneficiary Designation Form (261K 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 (252K 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.

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