Horace Mann IA-004052 2008 free printable template

Horace Mann Life Insurance Company P.O. Box 4657 Springfield, Illinois 627084657 Fax 8778323785 Annuity surrender×withdrawal request SUR A. My (contract owner) information: Name Contract # Home phone

How to fill out Horace Mann IA-004052

How to fill out Horace Mann IA-004052

1. Obtain the Horace Mann IA-004052 form from the official website or your local office.
2. Begin by entering your personal information at the top of the form, including your name, address, and contact details.
3. Fill in any necessary identification numbers, such as Social Security Number or Employee ID, if required.
4. Complete the sections relating to your employment status, job title, and any relevant dates.
5. If applicable, provide information regarding your beneficiaries in the designated section.
6. Review any instructions for additional documentation that may need to accompany the form.
7. Carefully read any declaration or agreement statements, signing where required.
8. Double-check your entries for accuracy and completeness before submission.
9. Submit the completed form through the specified method (online, mail, in-person), following any additional guidelines provided.

Who needs Horace Mann IA-004052?

1. Individuals who are applying for insurance or retirement benefits through Horace Mann.
2. Employees of educational institutions who need to enroll in a specific program or update their information.
3. Beneficiaries or dependents of current policyholders who need to establish their status.
4. Anyone seeking to access or modify existing accounts with Horace Mann.

People Also Ask about

What is an annuity withdrawal form?

Annuities. Annuity withdrawal. This form is used to request a withdrawal from your annuity contract.

When am I required to withdraw from my annuity?

At age 73, you must start taking distributions from your annuity each year. The amount of the RMD is based on your life expectancy and the value of your annuity on December 31st of the prior year.

What is an annuity withdrawal?

Systematic annuity withdrawals from an annuity are the automated withdrawal of periodic income payments (via penalty-free withdrawals) throughout the year instead of pocketing the maximum dollar amount once a year. A contract owner can make withdrawal annuity income payments systematically via: monthly payments.

What are annuities for teachers?

A 403(b) plan (tax-sheltered annuity plan or TSA) is a retirement plan offered by public schools and certain charities. It's similar to a 401(k) plan maintained by a for-profit entity. Just as with a 401(k) plan, a 403(b) plan lets employees defer some of their salary into individual accounts.

How much does it cost to withdraw from an annuity?

The insurer issuing the annuity charges surrenders fees if funds are withdrawn during the annuity's accumulation phase. The IRS charges a 10% early withdrawal penalty if the annuity-holder is under the age of 59½.

What is the IRS penalty for annuity withdrawal?

Annuity withdrawals made before you reach age 59½ are typically subject to a 10% early withdrawal penalty tax. For early withdrawals from a pre-tax qualified annuity, the entire distribution amount may be subject to the penalty.

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What is Horace Mann IA-004052?

Horace Mann IA-004052 is a state-specific tax form used for reporting income and calculating tax liabilities for individuals or entities associated with Horace Mann educational services.

Who is required to file Horace Mann IA-004052?

Individuals or entities who receive income from Horace Mann educational services and meet specific income thresholds are required to file Horace Mann IA-004052.

How to fill out Horace Mann IA-004052?

To fill out Horace Mann IA-004052, individuals should collect relevant financial documents, follow the form's instructions for each section, input accurate income information, and ensure all required signatures are present before submission.

What is the purpose of Horace Mann IA-004052?

The purpose of Horace Mann IA-004052 is to ensure accurate reporting of income for tax purposes and to calculate any applicable tax obligations related to Horace Mann educational services.

What information must be reported on Horace Mann IA-004052?

Horace Mann IA-004052 must report personal identification information, total income earned, deductions claimed, and any tax credits applicable for the reporting period.