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Employer Plan

John Hancock Gold IRA Rollover

After decades of work, your John Hancock account represents real money—money you earned one paycheck at a time. Here's exactly how to move it to a Gold IRA without taxes or penalties.

This is simpler than it sounds. John Hancock is a major provider of employer-sponsored retirement plans, particularly in the small to mid-size business market.

10-14 business days
800-395-1113
Direct Rollover

Nervous About Doing This Yourself?

Most people are. Augusta calls John Hancock for you, handles all the paperwork, and makes sure nothing goes wrong.

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Step-by-Step: Rolling Over Your John Hancock Account

Your Gold IRA company handles most of this. You just need to know what's happening.

1

Contact John Hancock at 800-395-1113

2

Request the rollover distribution form

3

Set up your Gold IRA account

4

Complete the form with custodian information

5

Select 'Direct Rollover' option

6

Mail or fax completed forms to John Hancock

How Long Does This Take?

Here's what to expect once you start the process.

10-14 business days
Start to Finish
Yes
Direct Rollover
No
Start Online

What Helps

  • Request forms early - John Hancock can be slower
  • Your Gold IRA company may have pre-filled forms
  • Follow up after 5 business days if no confirmation
  • Keep copies of all submitted paperwork

Things to Avoid

  • Phone wait times can be long during peak periods
  • Paper forms are required for most Gold IRA transfers
  • Plan administrator approval may be required

John Hancock Rollover Process Details

John Hancock requires paper forms for most Gold IRA rollovers. Processing times can vary based on plan administrator responsiveness.

If You Want to Call Yourself

Here's John Hancock's rollover line. Or let Augusta handle it for you.

800-395-1113
Retirement Plan Services
A direct rollover from John Hancock to a Gold IRA is 100% tax-free. You don't touch the money, so there's no tax bill.

Skip the Phone Calls

Augusta contacts John Hancock for you, handles all the paperwork, and makes sure your rollover goes smoothly. No cost to get started.

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Common Questions About John Hancock Rollovers

Straight answers. No financial jargon.

How long is this going to take?

John Hancock rollovers typically take 10-14 business days. You'll need to call their rollover department, but your Gold IRA company can handle that for you.

Will I owe taxes on this?

No. A direct rollover from John Hancock to a Gold IRA is 100% tax-free. The money goes straight from one account to the other—you never touch it. No taxes, no penalties. It's the same money, just in a different account.

What happens to my current investments?

Your stocks, bonds, or mutual funds at John Hancock get sold and converted to cash. That cash then transfers to your Gold IRA, where you use it to buy physical gold. Your Gold IRA company walks you through choosing the right metals.

OUR #1 RECOMMENDATION

You Built This. Now Protect It.

After years of saving with John Hancock, your retirement deserves real protection. Augusta handles everything—they call John Hancock, complete the paperwork, and make sure your money is safe every step of the way.

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