Congratulations!

You are now eligible to enroll in [insert Company Name’s][insert qualified retirement plan name] our open enrollment period is from [insert date] to [insert date]. If you have not received an enrollment kit please contact [insert plan administrator name]. Your enrollment kit contains important information on retirement planning and the investment options available to you under your plan’s group annuity contract from John Hancock Life Insurance Company of New York.

First you will have to set up an account (register) on John Hancock New York’s Web site. Once you are registered you will be able to enroll online.

The following numbers are required, where indicated for site registration and online enrollment (i:enrollment):

Contract # xxxxx

Contract Access Codexxxxx

Please note: When enrolling online, you will need to print and sign the last page in the process, then give it to [HR Administrator name]. Please make a copy for your personal records as well.

STEP ONE – Web site registration

Go to click register and follow the three steps outlined below:

  1. Enter the contract number (listed above)
  2. Select a user name and password
  3. Select and answer a challenge question

STEP TWO – Retirement Planning

Your enrollment kit and the Web site offer a wealth of information, helpful hints and tools to help you answer the three fundamental retirement planning questions:

  • How much do I need to save for retirement?
  • How much should I contribute?
  • What is the most appropriate way to allocate my contributions?

If you know the answers to these questions you can go directly to Step Three. If not, click on the first question on the home page: “How much do I need to save for retirement?” and find information to help answer these very important questions.

If you haven’t been to an enrollment meeting you can view the online enrollment presentation before beginning the i:enrollment process, as it will give you insight into John Hancock New York’s retirement planning approach and participating in a qualified retirement plan.

  • View the enrollment presentation (bottom center section of the home page)

STEP THREE – Online enrollment (i:enrollment)

  • When you are ready to enroll, access i:enrollment by clicking “enroll now” (just above link to the presentation on the home page)
  • Enter your Contract Access Code (listed above) to continue.

ENROLL YOURSELF IN THE PLAN

  • Complete all mandatory fields
  • Enter your Beneficiary information
  • Select your ongoing contribution as either a percentage of your salary or a set dollar amount.

Allocate your contributions

  • Complete the risk quiz. It’s an important step in the retirement planning process. It can help you better understand your tolerance for investment risk and therefore assist in choosing your investment options. (If you don’t want to take the risk quiz you can click the “choose your investment options” link at the top of the page.)
  • Choose your investment options.
  • Select the Lifestyle Fund associated with your results from the risk quiz. If you have completed the risk quiz we will highlight the Lifestyle Fund associated with the results in gray. (Remove this section if Lifestyle Funds are not available to the plan)

Or

  • Select your investment options from those in your plan through John Hancock New York

The percentages entered in the column shown will apply to both ongoing and transfer contributions. At the end of the list of investment options the total must be 100%. If you want to provide different instructions for your transfer contributions, click the “transfer contributions differently” link.

Important information about each investment option is included in the “Your investment options booklet” in the enrollment kit as well as online. Please read this information carefully before choosing your investment options.

REVIEW YOUR SELECTIONS…. PRINT AND SIGN

You will need to print and sign a copy for your plan administrator.

(You must provide this to your plan administrator before contributions will be made into your account)

FOR YOUR RECORDS

This page contains the following information, which is all intended for your records:

  • A detailed summary. Simply click on the “for my records” link at the top of the page.
  • An enrollment summary. Where the copy for the Plan Administrator only has the information they require, the enrollment summary contains all the information you have entered, for example: your risk strategy.
  • The confirmation page is the final step in the process – it confirms you have completed the i:enrollment process.

If you need an additional copy of the enrollment summary it is available from the Home Page at (Modify your profile).