Get Horace Mann Ia-004052 2013

Filling out the Horace Mann IA-004052 form online allows users to request an annuity surrender or withdrawal with ease. This guide provides clear, step-by-step instructions on each section of the form to ensure a smooth and accurate completion.

Follow the steps to successfully complete the Horace Mann IA-004052 online form.

1. Press the ‘Get Form’ button to access the form and open it in your preferred document editor.
2. Review the form's instructions carefully. Ensure you have any necessary supporting documentation ready before proceeding.
3. Complete Section A by providing your instructions regarding the type of withdrawal or surrender you are requesting. Be specific to avoid delays.
4. In Section C, fill in your personal information, including your full name, contract or certificate number, address, and contact numbers.
5. Section D requires you to specify the amount you wish to withdraw. Choose the appropriate method (net or gross) for your requested amount and indicate your selections.
6. In Section E, select the reason for your request based on the options provided. Ensure you provide any required documentation if applicable.
7. Complete Section F by electing your tax withholding preferences. Be aware of the implications of your selections on your overall tax obligations.
8. Choose your delivery method for the proceeds in Section G, indicating if you prefer a check or direct deposit, and providing appropriate bank details if applicable.
9. Sign and date the form in Section H, ensuring all required signatures are included based on your contract's stipulations.
10. Once all sections are completed, review the form for accuracy. Save your changes, and use the download option to keep a copy of the completed form. You can then print or share it as needed.

Start filling out your Horace Mann IA-004052 form online today for a seamless withdrawal experience.