John Hancock Investments Online Forms Library

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John Hancock Investments
IRA Distribution Request Form
To request a distribution from a Traditional IRA, Roth IRA, SEP IRA or a Coverdell ESA fill out and return this form.
Lit No: IRADRFM
Revised: 12/30/2017
Form ID: 11186
Publish: 01/02/2018
Details
John Hancock Investments
Simple IRA Distribution Form
This form is used to request a distribution from a Simple IRA plan.
Lit No: SIRADFM
Revised: 12/30/2017
Form ID: 11187
Publish: 01/02/2018
Details
John Hancock Investments
Systematic Investment Form
Use this form to establish an automatic monthly withdrawal from a bank account to a mutual fund account.
Lit No: SIFM
Revised: 10/23/2017
Form ID: 11188
Publish: 11/01/2017
Details
John Hancock Investments
Financial Advisor Change form
To change the dealer and/or financial adviser on an existing account use this form.
Lit No: 80CBD
Revised: 08/01/2018
Form ID: 11189
Publish: 08/20/2018
Details
John Hancock Investments
Certificate of Business/Organization
Use this form to verify the name(s) of individuals authorized to act on an individual account.
Lit No: 80CBF
Revised: 06/18/2018
Form ID: 11190
Publish: 07/02/2018
Details
John Hancock Investments
Change of Address Form
If you have moved and need to update the address on your account, simply fill out and return this form.
Lit No: CAFM
Revised: 08/31/2016
Form ID: 11191
Publish: 09/09/2016
Details
John Hancock Investments
Checkwriting Request Form
This form helps you to establish check writing privileges on your Money Market or U.S. Government Cash Reserve Fund.
Lit No: 80CWR
Revised: 10/30/2014
Form ID: 11192
Publish: 11/05/2014
Details
John Hancock Investments
Shareholder Account Change Request form
If you would like to make a change to your John Hancock Investments mutual fund account use this form.
Lit No: SRFM
Revised: 08/01/2018
Form ID: 11194
Publish: 07/31/2018
Details
John Hancock Investments
Trust Certification Form
If you would like to establish a trust for your John Hancock funds account, use this form.
Lit No: 80TRF
Revised: 02/04/2016
Form ID: 11195
Publish: 02/09/2016
Details
John Hancock Investments
Non-Retirement Account Application
Retail Account Application for non-retirement accounts
Lit No: RETAILAP
Revised: 08/07/2018
Form ID: 11196
Publish: 08/09/2018
Details
John Hancock Investments
Simple IRA Employee Application Package
This package contains everything you need to open an account for an employee with a Simple IRA Plan including a transfer of assets form.
Lit No: SIRAFM
Revised: 05/01/2018
Form ID: 11199
Publish: 05/04/2018
Details
John Hancock Investments
SEP IRA Employer Guide
If you are an employer, this kit contains all you need to set up a SEP plan. Please note that all participants including the owner, must also fill out the employee application.
Lit No: ERSEPDOC
Revised: 04/04/2018
Form ID: 11200
Publish: 04/11/2018
Details
John Hancock Investments
I Share Class Account Application
Please use this Account Application if you are establishing an Institutional Account
Lit No: INSTAP
Revised: 05/02/2018
Form ID: 11201
Publish: 05/11/2018
Details
John Hancock Investments
IRA & Retirement Plan Beneficiary Designation Form
To designate or amend beneficiaries for individual retirement accounts, Coverdell ESAs and Retirement Plan accounts you need to fill out this form.
Lit No: IRABENFM
Revised: 09/21/2016
Form ID: 11202
Publish: 09/26/2016
Details
John Hancock Investments
IRA Application Package
This guide will help you to establish a Traditional, Roth or Rollover IRA. It also includes rollover and conversion forms.
Lit No: IRAFM
Revised: 09/28/2017
Form ID: 11203
Publish: 09/28/2017
Details
John Hancock Investments
Non Retirement Asset Transfer
This can be used for individual or joint non-retirement accounts to transfer assets from another fund company to John Hancock Investments.
Lit No: JHNQATF
Revised: 07/07/2015
Form ID: 11204
Publish: 07/08/2015
Details
John Hancock Investments
SEP IRA Employee Application
This form is used to open an account for an employee within a SEP IRA plan. It includes a transfer of assets form.
Lit No: SEPFM
Revised: 10/11/2017
Form ID: 11206
Publish: 10/13/2017
Details
John Hancock Investments
Transfer on Death (TOD) Registration Form
Use this form to stipulate how a non-retirement mutal fund account will be administered after death.
Lit No: TODFM
Revised: 03/10/2015
Form ID: 11207
Publish: 03/11/2015
Details
John Hancock Investments
403(b)(7)/Texas ORP Distribution Form
If you need to request a distribution from a John Hancock 403(b) (7) or Texas ORP plan, use this form.
Lit No: 403BRR
Revised: 10/15/2018
Form ID: 11208
Publish: 10/16/2018
Details
John Hancock Investments
Simple IRA Employer Guide
Contained within this employer guide is the following: eligibility form, plan registration form, adoption agreement, participation notice and summary description and transmital form.
Lit No: ESIRAFM
Revised: 10/01/2018
Form ID: 11209
Publish: 09/27/2018
Details
John Hancock Investments
Additional Investment form
This form can be used to add an additional Fund Account to your existing John Hancock Funds portfolio. The new account will be modeled after your existing fund and account.
Lit No: AFAFM
Revised: 08/22/2018
Form ID: 12913
Publish: 08/27/2018
Details
John Hancock Investments
IRA Restricted Beneficiary Designation Form
Use this form to designate or amend your beneficiaries. You may also use this form to limit your beneficiary's payout options to the Required Minimum Distribution or a set annual percentage.
Lit No: IRARBD
Revised: 07/15/2014
Form ID: 13413
Publish: 10/23/2014
Details
John Hancock Investments
403(b)(7) Transfer Request Form
Use this form to request the transfer of assets from your John Hancock 403(b)(7) to the 403(b) of another investment provider.
Lit No: 403BFORM
Revised: 09/15/2013
Form ID: 14729
Publish: 10/23/2014
Details
John Hancock Investments
Coverdell ESA Application
All the forms you need to open a John Hancock Funds Coverdell Education Savings Account
Lit No: COVFM
Revised: 10/11/2017
Form ID: 14730
Publish: 10/13/2017
Details
John Hancock Investments
W-9 Request for Taxypayer ID
Lit No: W9
Revised: 11/11/2017
Form ID: 15887
Publish: 12/06/2017
Details
John Hancock Investments
Systematic Withdrawal Form
Retail Systematic Withdrawal Form
Lit No: 80SWF
Revised: 11/01/2017
Form ID: 20346
Publish: 11/01/2017
Details
John Hancock Investments
Adding Bank Information
Please use this form to add bank information to a Mutual Fund Account.
Lit No: RMBIFORM
Revised: 10/01/2017
Form ID: 22478
Publish: 10/04/2017
Details
John Hancock Investments
Rollover IRA
For use when rolling over a 401(k) with John Hancock Funds to a John Hancock Funds IRA or Roth IRA.
Lit No: IRARFM
Revised: 04/01/2017
Form ID: 22693
Publish: 03/31/2017
Details
John Hancock Investments
Qualified Retirement Plan Distribution Form
Use this form to request a distribution from a John Hancock Money Purchase or Profit Sharing Plan.
Lit No: QRPDFM
Revised: 10/11/2018
Form ID: 23047
Publish: 10/15/2018
Details
John Hancock Investments
Research Request Form
Complete this form for a Research Request.
Lit No: RMRRFORM
Revised: 09/21/2016
Form ID: 23114
Publish: 09/26/2016
Details
John Hancock Investments
Retirement Plan Investment Account Application
In order to establish a Retirement Plan Investment Account you would need to complete this application.
Lit No: 900RPT
Revised: 10/05/2017
Form ID: 23115
Publish: 10/06/2017
Details
John Hancock Investments
Cost Basis Election Form
Use this form to elect or change the cost basis method on your 1099-B reportable John Hancock accounts.
Lit No: COSTBFM
Revised: 08/31/2016
Form ID: 27378
Publish: 09/09/2016
Details
John Hancock Investments
R6 Share Class Application
Application for R6 accounts
Lit No: R6AP
Revised: 05/02/2018
Form ID: 27546
Publish: 05/11/2018
Details
John Hancock Investments
Non-retirement Account Change of Ownership Form
Transfer form for non-retirement accounts.
Lit No: NRATFM
Revised: 10/01/2017
Form ID: 27860
Publish: 10/04/2017
Details
John Hancock Investments
Electronic Consent Form
Lit No: ECFM
Revised: 10/19/2016
Form ID: 28622
Publish: 10/20/2016
Details
John Hancock Investments
IRA Rollover and Transfer of Assets Form
Use this form to rollover or transfer your IRA and Qualified Plan assets to a John Hancock IRA/Roth IRA.
Lit No: IRAROTFM
Revised: 10/01/2017
Form ID: 30164
Publish: 10/04/2017
Details
John Hancock Investments
POA Certification Form
Lit No: POACFM
Revised: 02/04/2016
Form ID: 36629
Publish: 02/09/2016
Details
John Hancock Investments
Non-Retirement Distribution Request Form
This forms allows you to make a one-time or future systematic withdrawal request from your non-retirement account(s).
Lit No: NRWF
Revised: 06/20/2017
Form ID: 38356
Publish: 06/26/2017
Details
John Hancock Investments
SIMPLE IRA transmittal
Used to send SIMPLE IRA contributions.
Lit No: SIRATFM
Revised: 10/11/2018
Form ID: 44523
Publish: 10/16/2018
Details
John Hancock Investments
Name Change Form
Use this form to change the legal name of an account owner (example: divorce or marriage)
Lit No: NCFM
Revised: 09/09/2016
Form ID: 44955
Publish: 09/09/2016
Details
John Hancock Investments
Employee Investment Application (Class R6 Shares)
Please use this form to establish a new employee account. This form allows you to establish a non-retirement or John Hancock custodial retirement mutual fund account in Class R6 shares.
Lit No: R6EEFM
Revised: 10/17/2017
Form ID: 45069
Publish: 10/19/2017
Details
John Hancock Investments
Payroll Deduction Forms
Please use these forms if you would like your payroll deduction to fund your mutual fund account.
Lit No: PAYDCT
Revised: 04/13/2017
Form ID: 46148
Publish: 04/20/2017
Details
John Hancock Investments
John Hancock Simple Pay Access
Please use this form to enroll in John Hancock Simple Pay. John Hancock Simple Pay allows plan administrators to manage and submit plan contributions to John Hancock Signature Services, Inc. (John H
Lit No: RPLANSAFM
Revised: 09/21/2018
Form ID: 60585
Publish: 09/25/2018
Details
John Hancock Investments
Legal entity beneficial ownership certification
Use this form to designate or change the beneficial owner on a John Hancock legal entity account.
Lit No: LEBOCFM
Revised: 04/30/2018
Form ID: 61883
Publish: 05/03/2018
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
AIG Annuities - Index
AIG Annuities - Variable
AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CLS Investments
CNL
College Choice 529
College Counts 529 Fund --NEW--
College SAVE --NEW--
CollegeBound 529 --NEW--
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Cunat
CV Data Center --NEW--
Cypress Leasing
Davis Funds
Delaware Funds
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds
FolioFN
Forethought Distributors
Forward Funds - Salient Partners
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
GPB
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Hennessy Funds
Highland Capital Management
Hines
Homestead Funds
Horizon Investments
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
James Advantage Funds --NEW--
Jensen Funds
JLL Income Property Trust
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lincoln Property Company --NEW--
Lindner Capital Advisors
Lodging Opportunity Fund, REIT
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
MacKenzie Realty Capital
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
Megatel Capital Investment
MFS Investment Management
Midland IRA
Midland National Life
Midland Retirement Distributors
Moody National REIT II
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Advisory Solutions
Nationwide Annuities
Nationwide Insurance
Natixis Funds
NEST 529 Advisor Plan --NEW--
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Old Mutual
OneAmerica Securities
Oppenheimer Funds
Owl Rock
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity
Putnam Funds
Quaker Funds
RBC Capital Markets
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
S2K Financial
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Scholars Choice
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steben & Company
Stira Capital Markets Group
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
Talcott Resolution - Annuities
TCA by E-TRADE
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard
Thornburg Investment Management
Time Equities
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP
US Government
VALIC
Van Eck Global
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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