Service Forms
The following forms are available in Adobe Acrobat PDF format. If you do not have the Adobe Acrobat Reader, you may download it from the Adobe website. If you are looking for a New Account Agreement to open an account, please contact your financial consultant.
Beneficiary Change Form - Use this form to change the beneficiary of your John Hancock Freedom 529 account.
Account Holder Change Form and Agreement - Use this form to change the account holder or to name and/or change the successor account holder on your account.
Account Services Form - Use this form to change address as well as add or modify service programs, including Systematic Exchange and Automatic Purchase.
Distribution Form - Complete this form if you are requesting a distribution from your account.
Investment Change Form - Complete this form if you are changing the investment allocation in your account.
Financial Consultant Change Form - Use this form to change the financial consultant listed on your account.
Plan Disclosure Document - The Plan Disclosure Document contains complete details on John Hancock Freedom 529. Please read this document carefully prior to investing.