Access John Hancock customer resources.Read our FAQs, file a claim, find a form, or sign-in. John Hancock USA and John Hancock New York each make available a platform of investment alternatives to sponsors or administrators of retirement plans without regard to the individualized needs of any plan. 200 Berkeley Street, Boston, MA 02116. All Rights Reserved. In New York, John Hancock Annuities are issued by John Hancock Life Insurance Company of New York, Valhalla, NY 10595. Why did I get the 'We are unable to verify your information' Message? Roll over to another IRA. John Hancock Annuities are issued by John Hancock Life Insurance Company (U.S.A.), Lansing, MI 48906, which is not licensed in New York. Elect one: {F49} John Hancock Investments Rollover IRA Account Number: {AccNum1} {F53} John Hancock Managed IRA Account Number: {AccNum2} {F52} John Hancock GIFL Rollover Variable Annuity IRA Account Number: {AccNumG1} OR {F55} : ••• MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. Special considerations Do not use this form for IRA or 403(b)(7) distributions. If you don’t know your Username, please contact a John Hancock client services representative for assistance 8am to 7pm EST Monday-Thursday, 8am to 6pm EST Friday at 800-225-5291. provide the account number. BOX 219247 You will see a red X next to the Verify New Password field until it exactly matches your new password. Our site has moved! The content of this website is for general information only and is believed to be accurate and reliable as of posting date but may be subjected to change. ... John Hancock Personal Financial Services, LLC (JHPFS) is a SEC-registered investment advisor. If you need further assistance, please contact a John Hancock client services representative for assistance 8am to 7pm EST Monday-Thursday, 8am to 6pm EST Friday at 800-225-5291. Insurance products are issued by: John Hancock Life Insurance Company (U.SA. 800-560-3243. Financial planning and investment advice provided by John Hancock Personal Financial Services, LLC (“JHPFS”), an SEC registered investment adviser. Please contact a John Hancock client services representative for assistance 8am to 7pm EST Monday-Thursday, 8am to 6pm EST Friday at 800-225-5291. Rolling over to an IRA with John Hancock. Keep your retirement plan savings invested and growing tax deferred. Learn more about rollover IRAs … John Hancock Retirement Plan Services, LLC, John Hancock Life Insurance Company (U.S.A.) and John Hancock Life Insurance Company of New York each make available a platform of investment alternatives to sponsors or administrators of retirement plans without regard to the individualized needs of any plan. Reenter the same password into the Verify New Copyright © 1996 - 2021 by John Hancock Investment Management Distributors LLC and affiliated companies. Any correspondence, forms or payments sent through the mail should be sent to the Plan at: P.O. 3. Why did I get the 'Invalid Password' Message? Roll over to a John Hancock IRA. A green check mark next to the password fields indicates a valid password. Example: "John Hancock c/o Trustees of XYZ Plan FBO Jane Doe" Section 3 - Designation of Rollover Amount Your Plan Consultant (TPA) is responsible for keeping track of after-tax monies attributable to pre-1987 and post-1986 contributions. Please contact a John Hancock client services representative for assistance 8am to 7pm EST Monday-Thursday, 8am to 6pm EST Friday at 800-225-5291. Please note: inactive sessions will close after 15 minutes and any unsaved data could be lost. NOTE: ACCESSING OR REQUESTING PLAN OR PARTICIPANT ACCOUNT INFORMATION THROUGH THIS SITE CONSITUTES AND SHALL BE AN ACCEPTANCE OF THE FOLLOWING TERMS AND CONDITIONS. If you have not previously read, understood and accepted the terms of the information listed above please contact our Customer Service Department at 1-800-231-0376. In New York, John Hancock Annuities are issued by John Hancock Life Insurance Company of New York, Valhalla, NY 10595. Why did I get the 'Your Account has been Locked' screen? When you roll over to an IRA with John Hancock, you have choices. © var year = new Date();document.write(year.getFullYear()); All rights reserved. Call the Supplemental Income Plan Customer Service Line at Welcome to John Hancock Retirement Plan Services. Our ADDRESS has CHANGED! P.O. If you forgot your Username, please click Forgot Username below the Username field and follow the instructions on the Account Access: Forgot Username page. Please enter your Social Security Number or the Tax Identification number associated with your account. Call John Hancock at 1-888-695-4472 Our Rollover Education Specialists will help answer questions about the distribution options available to you:1,2,3 - Roll over to a John Hancock Individual Retirement Account (IRA)4 - Roll over to an IRA with another financial institution - consequences of taking Stay in your existing plan Use the links below to login and access your investment accounts carried with Pershing, LLC or Fidelity Clearing & Custody Solutions. Investments account online. For this reason, do not enter personal information if requested via email or pop-up. For your security your account has been locked. If the contract is a SIMPLE IRA, the penalty tax is 25% for withdrawals taken during the first two Member FINRA/SIPC. This message is displayed when the information entered does not match what is on file. ¡ John Hancock must report to the IRS all taxable withdrawals that exceed $10. John Hancock Retirement Plan Services, LLC, John Hancock Life Insurance Company (U.S.A.) and John Hancock Life Insurance Company of New York each make available a platform of investment alternatives to sponsors or administrators of retirement plans without regard to the individualized needs of any plan. John Hancock IRA Review John Hancock is a well-known financial services provider with over 150 years of industry experience. Please use this form for John Hancock custodial SIMPLE IRA accounts. If you don’t know your Username, please contact a John Hancock client services representative for assistance 8am to 7pm EST Monday-Thursday, 8am to 6pm EST Friday at 800-225-5291. If you forgot your password, please click Forgot/Reset Password below the password field and follow the instructions on the Account Access: Forgot/Reset Password page. 2. Welcome to the new enhanced site. Royal Alliance partners with many financial institutions. For optimal viewing, we recommend using the latest version of Chrome, Edge or Safari. Operator ID: Password: © Copyright © New York Life Investment Management LLC. John Hancock USA and John Hancock New York each make available a platform of investment alternatives to sponsors or administrators of retirement plans without regard to the individualized needs of any plan. Please print in all capital letters and use black ink. It’s one of the least expensive ways you can help your employees prepare for John Hancock’s online, interactive qualifying tool can help you identify and ultimately close more 401(k) business. ¡ Withdrawals taken before you reach age 59 1/2 may incur an additional 10% early distribution penalty tax under section 72 of the Internal Revenue Code. John Hancock Retirement Plan Services, LLC is also referred to as "John Hancock". To enroll, you will need your Account Number and certain personal information. Please enter your Username on the Log In page prior to clicking on Forgot/Reset Password. John Hancock Annuities are issued by John Hancock Life Insurance Company (U.S.A.), Lansing, MI 48906, which is not licensed in New York. Instead, use the IRA distribution request form or the Rolling over to a new employer plan. This website will no longer be available after October 24, 2019. If you have technical questions, please email JH_eservice@jhancock.com or call 1-888-888-8856 .For MGroup producers, please call 1-800-448-1616, select option 2 then option 3.. KANSAS CITY, MO 64121-9247 No transaction shall be deemed accepted until a confirmation number has been offered through this web site immediately following the completion of your web transaction or your receipt of a written confirmation statement. Rolling over to another IRA. You are also responsible for promptly notifying New York Life Retirement Plan Services of any errors or inaccuracies relating to the information contained in, or omitted from your statement. BOX 219247 KANSAS CITY, MO 64121-9247 If using overnight delivery services, please call us for the address at 800-560-3243. If you’re already a John Hancock retirement plan participant, call us at 1-888-695-4472 to speak with a rollover education specialist about your options. Any on-line message that displays after a transaction has been entered does not mean that a transaction has been received, accepted or deleted. There are no annual administrative fees, no setup fees, and no transaction fees. Logon. The content of this website is for general information only and is believed to be accurate and reliable as of posting date but may be subject to change. Entry of correct security information will return your Username. John Hancock Freedom 529 is an education savings plan offered by the Education Trust of Alaska, managed by T. Rowe Price, and distributed by John Hancock Distributors LLC, a member of FINRA and is listed with the Municipal Securities Rulemaking Board (MSRB) John Hancock Personal Financial Services, LLC, 200 Berkeley Street, Boston, MA, 02116. Unless otherwise specifically stated in writing, John Hancock Retirement Plan Services, LLC does not, and is not undertaking to, provide impartial investment advice or give advice in a fiduciary capacity. Pick from various rollover solutions to keep your money invested and growing tax deferred based on your preference. Retrieve the 'One Time PIN' (OTP) sent to your selected device. When your new password setup and verification is complete, click Continue located at the bottom right of the page. Click UNLOCK and follow the steps to unlock your account. In New York, John Hancock Annuities are issued by John Hancock Life Insurance Company of New York, Valhalla, NY 10595. We may request additional personal information from you during login. 1. Why did I get the 'Your Account has been Locked' Message? Press Enter then Tab to options press Escape to close list. John Hancock Retirement Plan Services, LLC is also referred to as "John Hancock". This message is displayed when your account has been suspended due to entry of three invalid passwords. You will have three attempts to enter the correct password before your account is suspended. Please enter your account number exactly as it is displayed on your Account Statement. They offer both Traditional and Roth IRA accounts, which can be opened with a minimum $1,000 investment. If your account is locked, you will have the opportunity to establish a new password by clicking UNLOCK and following the onscreen prompts (see UNLOCK ACCOUNT). You will see a red X next to the New Password field until your password meets all requirements. John Hancock … You will need to provide your Username, SSN or TIN, Account Number, Zip Code, and security information. This means that you entered incorrect security information. Your password is not case sensitive and must be 7-20 characters long For this reason, do not enter personal information if requested via email or pop-up. If you don’t know your password, please contact a John Hancock client services representative for assistance 8am to 7pm EST Monday-Thursday, 8am to 6pm EST Friday at 800-225-5291. John Hancock Retirement Plan Services, LLC offers administrative and recordkeeping services to sponsors or administrators of retirement plans, as well as a platform of investment alternatives that is made available without regard to the individualized needs of any plan. USERNAME. We may request additional personal information from you during login. Enter a password into the New Password field. Representatives are available Monday through Friday, 8 a.m. to 6 p.m., Eastern Time. This form allows you to request an immediate distribution or a future systematic payment. Sign-up for eDelivery to receive documents electronically. There are two ways to withdraw your money: 1. Enhancements have been made to the login process. Entry of correct security information will send you to the Establish Your Password page. and contain at least 1 number(s), 1 letter(s) and 1 special character(s) (@,#,$, etc.). John Hancock does not provide investment, tax, or legal advice. Clicking 'Continue' will redirect you to the Login page where you can log in to your account. John Hancock Annuities are issued by John Hancock Life Insurance Company (U.S.A.), Lansing, MI 48906, which is not licensed in New York. If using overnight delivery services, please call us for the address at 800-560-3243. If your bank account has been connected to your John Hancock account for fewer than 30 days you’ll need to complete the IRA Distribution Request Form and have your signature Medallion Signature Guaranteed and submit via mail in order to place a redemption to the new account. If you are unsure which financial institution your account or policy is carried with, contact your financial representative. John Hancock Investment Management is committed to keeping your personal information secure. Our ADDRESS has CHANGED! A SIMPLE IRA from John Hancock Investment Management is a great retirement plan solution for small businesses like yours. Mutual funds distributed by John Hancock Investment Management Distributors LLC and affiliated companies. Please click on the link below and bookmark our new location. Password field. For your security your account has been locked. John Hancock Investment Management is committed to keeping your personal information secure. Please consult your own independent advisor as to any investment, tax, or legal statements made herein. ), Boston. Why is there a red X next to my New Password? Get And Sign Hancock Rollover 2017-2021 Form . All plan information is confidential and you agree to safeguard and protect such information in accordance with the standards required by law and use such information only for authorized plan administration purposes. Necessary paperwork. You are responsible for reviewing all statement and documents you receive from New York Life Retirement Plan Services and for verifying the accuracy of all transactions entered through this site. It’s affordable and easy to establish and maintain. 1. Please enter your current password. John Hancock does not provide investment, tax, or legal advice. Please enter your Username on the Log In page prior to clicking on Forgot/Reset Password. There are advantages and disadvantages to all rollover options; you are encouraged to review your options to determine if staying in a retirement plan, rolling over to an IRA or another option is best for you. John Hancock Life Insurance Company is based in Boston and was established in 1862. For more information contact John Hancock at 1-888-695-4472. In New York, John Hancock Annuities are issued by John Hancock Life Insurance Company of New York, Valhalla, NY 10595. Taking a cash distibution. NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED. Any correspondence, forms or payments sent through the mail should be sent to the Plan at: John Hancock Freedom 529 is a college savings plan offered by the Education Trust of Alaska, managed by T. Rowe Price, and distributed by John Hancock Distributors LLC through other broker/dealers that have a selling agreement with John Hancock Distributors LLC. John Hancock Annuities are issued by John Hancock Life Insurance Company (U.S.A.), Lansing, MI 48906, which is not licensed in New York. All rights reserved. John Hancock Personal Financial Services, LLC (JHPFS) is an SEC-registered investment advisor. They are also equally committed to making a positive impact on the communities they serve for over 150 years. New York Life Retirement Plan Services is a division of New York Life Investment Management LLC. John Hancock aims to give their customers make decisions with ease and provide better lives. Welcome to John Hancock Retirement Plan Services This facility will enable Plan Sponsors to retrieve Plan and Participant level information quickly and effortlessly via the Internet. Select one of your registered devices, and click 'Send Code'. © 2020 by John Hancock. Why is there a red X next to the Verify New Password field? This is the new password that you will use each time you access your John Hancock This means the password entered does not match the information we have on file. , accepted or deleted for this reason, do not enter personal information from you login. Special considerations do not use this form for IRA or 403 ( b (! Your preference all taxable withdrawals that exceed $ 10 Boston and was established in 1862 solution! Provide better lives your John Hancock customer resources.Read our FAQs, file claim. Or legal advice unable to Verify your information ' Message decisions with ease and provide better lives Chrome Edge... 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