529 to Roth IRA transfer form
Use this form to distribute assets from your John Hancock Freedom 529 account(s) and transfer the assets directly to a Roth IRA account registered to the beneficiary of this John Hancock Freedom 529 account. This form should not be used to initiate a rollover to or from another 529 plan.
Approved for use with investors
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Thank you for requesting the pre-inception information. After you certify that you agree with the statements below, we will provide the relevant documents to you.
You are an institutional investor, a registered investment advisor, or a registered financial advisor as defined by FINRA Rule 2210(a)(4). This information will not be communicated, shared, or distributed to the public, an individual investor, or any person who does not meet FINRA's definition of an institutional investor. No part of this information may be reproduced or transmitted in any form or by any means.
If you have any questions, please call a John Hancock Investment Management representative at 800-225-6020. Thank you for your interest in John Hancock Investment Management.