Get Account Holder Change Form And Agreement - John Hancock Funds
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How to fill out the Account Holder Change Form And Agreement - John Hancock Funds online
This guide provides a comprehensive overview of how to fill out the Account Holder Change Form And Agreement for John Hancock Funds online. The process may seem overwhelming, but following the outlined steps will help ensure that your information is correctly submitted.
Follow the steps to complete the form accurately.
- Press the ‘Get Form’ button to access the form and open it in your preferred editor.
 - Enter the Account information as displayed on your current Account Statement, ensuring all details are accurate to prevent processing delays.
 - If applicable, specify if you are changing or adding a Successor Account Holder. Provide their citizenship status as either 'U.S. citizen' or 'U.S. resident alien'.
 - The Current Account Holder must sign to authorize the changes. Make sure the signature matches the one on file.
 - If the transaction amounts to $50,000 or more, obtain a medallion signature guarantee from a bank or financial institution.
 - For new Account Holders, fill in the New Account Holder Type, selecting from the provided options. Confirm their citizenship status.
 - If you are adding a trustee or custodian for minors, provide their information, including their citizenship.
 - Complete any optional sections that may apply to reduce sales charges, including the Rights of Accumulation.
 - Review all information provided to ensure accuracy and completeness before proceeding.
 - Finally, save the changes, download or print the completed form for your records, and share it or submit it as required.
 
Start filling out your Account Holder Change Form And Agreement online today.
Related links form
Yes, you can change the beneficiary on a 529 plan from a child to a grandchild. This process typically requires completing an Account Holder Change Form And Agreement - John Hancock Funds. It's essential to ensure that the new beneficiary is an eligible family member under IRS rules. By making this change, you can continue to benefit from the tax advantages while providing for your grandchild’s education.
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