FAQ 758: Importer--Running the John Hancock import

Problem:

How do I download from John Hancock and what file should be downloaded?


Solution:

To get the John Hancock import for ASC, do the following:
1.Login to John Hancock
2.Click "TPA report view" then "TPA e-download"
3.Click "view history files"
4.Enter the contract number
5.Download the file needed

The file is in a text file format. Download from our website the Powerpoint presentation for Importer which explains in great detail how to use the import routines.