Ira Distribution Request Page 3

Download a blank fillable Ira Distribution Request in PDF format just by clicking the "DOWNLOAD PDF" button.

Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.

Complete Ira Distribution Request with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.

ADVERTISEMENT

6. Method of payment
Please select one of the following payee options:
Mail the check directly to me at my address of record.
Mail the check directly to me at my address of record using express mail. (A $20.00 fee will be assessed.)
Mail the check to an alternate payee or alternate address listed below. (Your signature must be Medallion signature guaranteed in Section 7.)
Reinvest proceeds into my existing, individual non-retirement account in the same fund:
(Please provide your account number).
Please use the existing bank information on file and make the distribution by:
Direct deposit to my existing bank account using the Automated Clearing House (ACH) system. (This option would deliver the funds to your bank within
two to three business days of the trade date, free of charge.)
Wire to my existing bank account. (This option would deliver the funds to your bank by the end of the business day after the trade date. A $4.00 fee will
be assessed for wires. Your bank may also charge an additional fee.)
Please add new bank information and make the distribution by:
Direct deposit to my new bank account using the Automated Clearing House (ACH) system. (This option would deliver the funds to your bank within two
to three business days of the trade date, free of charge.)
Wire to my new bank account. (This option would deliver the funds to your bank by the end of the business day after the trade date. A $4.00 fee will be
assessed for wires. Your bank may also charge an additional fee.)
Please include a preprinted voided check for new bank accounts. Please note that this bank information will be added to your account for future transactions.
Redemptions to third-party bank instructions require a Medallion signature guarantee in Section 7 and will NOT be added to your account.
7. Signature
I, the undersigned, fully understand that I am responsible for determining that the minimum distribution requirements are met each year and that failure to meet the
minimum distribution requirements may result in tax penalties. I acknowledge that neither the custodian, John Hancock Investments, nor any of their agents has
made any representations about the tax consequences of this transaction. I certify that this distribution is in accordance with the terms of the custodial agreement.
SIGN
HERE
Signature of the account owner or inherited account beneficiary
Date (MM/DD/YYYY)
Important: The signature must correspond exactly and without alteration with the name
Medallion signature guaranteed by (if applicable)
printed on your account statement. If you are acting in a special capacity, that capacity must
be indicated after your signature, and additional documentation may be required. Please call
a Customer Service Representative at 800-225-5291 for more information.
Note: If you elected to have your distribution sent to an alternate payee, alternate address,
or a third-party bank account in Section 6, or your distribution is over $100,000.00, your
signature must be Medallion signature guaranteed in the presence of an authorized
guarantor. A Medallion signature guarantee is available from a bank, broker-dealer, credit
union (if authorized under your state’s law), or a securities exchange. The Medallion
signature guarantee stamp provides proof of identity and must be issued by a member of the
Medallion Signature Guarantee Program. It must contain the appropriate bar coding and must
also contain the letter prefix (A, B, C, D, E, F, X, Y, or Z) that identifies the grantor’s maximum
Note: The Medallion signature guarantee should not be dated.
surety amount, which must be sufficient to cover the amount of the requested transaction. A
notary public cannot provide a signature guarantee. We cannot accept a notarization in lieu
of a signature guarantee.
8. Mail
Please enclose and mail to:
Regular mail
Express mail
John Hancock Signature Services, Inc.
John Hancock Signature Services, Inc.
P.O. Box 55913
Suite 55913
Boston, MA 02205-5913
30 Dan Road
Canton, MA 02021-2809
John Hancock Funds, LLC
Member FINRA, SIPC
601 Congress Street
Boston, MA 02210-2805
800-225-5291
NOT FDIC INSURED. MAY LOSE VALUE. NO BANK GUARANTEE. NOT INSURED BY ANY GOVERNMENT AGENCY.
IRADRFM (2/17)
PAGE 3 OF 3

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Business
Go
Page of 3