Get Employee Information Change Request - John Hancock Retirement ...

Filling out the Employee Information Change Request form online is an important step in ensuring that your personal and contribution information is accurately updated. This guide will provide you with clear instructions on how to effectively complete each section of the form.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to access the form in your preferred editing tool.
2. In the first section, enter your contact information. This includes the name of the Plan trustee, contractholder name, contract number, participant's last name, first name, and middle initial, along with the participant's social security number.
3. If applicable, move on to the change of personal information section. Fill out the current employee name of record, current social security number, revised employee name, revised social security number, and the revised date of birth. Ensure all fields are accurately completed only if changes are required.
4. Next, proceed to the change ongoing contribution instructions section. Indicate the percentage or dollar amount you elect to defer from your salary or wages for pre-tax contributions. Include Roth 401(k) contributions as applicable. Ensure that your elections do not exceed current Plan or IRS limitations.
5. In the authorization section, provide your signature, printed name, and date as the employee. Ensure an authorized Plan representative also signs, prints their name, and includes the date.
6. After completing the form, review all the information for accuracy. Make necessary adjustments if needed.
7. Finally, save your changes, then proceed to download or print the form for submission to the Plan Administrator.

Complete your documents online for a seamless experience.