Get John Hancock Enrollment Form

This guide provides a comprehensive overview of completing the John Hancock Enrollment Form online. By following these instructions, you will ensure that all necessary information is accurately entered, making the enrollment process smooth and efficient.

Follow the steps to successfully complete the John Hancock Enrollment Form.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. In Section A, enter your general information. Fill in the Contract Number, Contractholder Name (Employer), Social Security Number, and your full name, including your last name, first name, and initial. Provide the effective date of your enrollment.
3. Proceed to Section B to update any personal data. Complete only the information you intend to change or correct, including your name, date of birth, state of residence, department/division, date of employment, and payroll number. Indicate your participant status as either 'Active' or 'Inactive'.
4. In Section C, specify your ongoing contribution instructions. Select your preferred option between Traditional 401(k) and Roth 401(k), indicating the percentage or dollar amount you wish to defer from your salary per pay period.
5. Section D focuses on beneficiary designation. Identify whether you are a married or unmarried participant and provide details for your primary beneficiary, including their full name and Social Security Number. Remember to indicate contingent beneficiaries if applicable.
6. In Section E, provide your signature, the date, and your relationship to the participant. Ensure that all details are completed accurately for a valid submission.
7. After filling out the form, review all your entries for completeness and accuracy. You can then save your changes, download a copy, print it for your records, or share the completed form as needed.

Complete your enrollment smoothly by filling out the John Hancock Enrollment Form online today.