IRA and retirement plan beneficiary designation form
Use this form to designate or update beneficiaries for IRAs, Coverdell ESAs, and retirement accounts at John Hancock Investment Management. Click "log in to account" below to complete this transaction online for faster, easier processing.
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Thank you for requesting the pre-inception information. After you certify that you agree with the statements below, we will provide the relevant documents to you.
You are an institutional investor, a registered investment advisor, or a registered financial advisor as defined by FINRA Rule 2210(a)(4). This information will not be communicated, shared, or distributed to the public, an individual investor, or any person who does not meet FINRA's definition of an institutional investor. No part of this information may be reproduced or transmitted in any form or by any means.
If you have any questions, please call a John Hancock Investment Management representative at 800-225-6020. Thank you for your interest in John Hancock Investment Management.