Trust Certification Form - John Hancock Investments 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by selecting the type of request you are making: certifying a new Trust account, certifying an existing Trust account, or amending an existing Trust account.
3. Fill in the current Trust account information. Include the name of the Trust and details for each Trustee, such as their first name, middle initial, last name, residential address (no P.O. boxes), city, state, and zip code.
4. If applicable, provide a mailing address different from the residential address and include the Trust Taxpayer Identification Number and date of Trust.
5. Complete the successor Trustee designation section if replacing a Trustee. Specify the name of the Trustee being removed and select a reason for removal.
6. In the Fund and account number section, list all relevant fund names or numbers along with their corresponding account numbers.
7. Attach any additional required documentation as specified in the form to ensure compliance with federal law.
8. Finally, have all Trustees sign and date the form to certify that all information is accurate before submitting it through our platform.

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