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DISTRIBUTIONS Horizon Variable Annuity Horizon II Variable Annuity2000 Heritage Way Waverley, IA 50677 Phone 800.798.5500 Fax 608.236.8030Use this form to take a onetime partial withdrawal, establish
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A horizon variable annuity is a type of investment product that combines features of variable annuities with a focus on long-term financial growth, allowing individuals to invest in a range of investment options while providing tax-deferred growth and potential payouts in retirement.
Individuals who have invested in horizon variable annuities and are required to report their earnings, withdrawals, or transfers to the necessary tax authorities must file a horizon variable annuity.
To fill out a horizon variable annuity, gather relevant financial information, complete the required forms provided by the annuity issuer, and ensure to include details about your investments, beneficiaries, and any distributions.
The purpose of a horizon variable annuity is to provide a vehicle for long-term savings and investment growth, while offering potential income in retirement and allowing policyholders to manage their investment risk.
Information that must be reported on a horizon variable annuity includes the amount invested, the value of the account, any distributions made, the names of beneficiaries, and any gains or losses during the reporting period.
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