Forms

Salary reduction form. Authorizes your employer to take contributions directly from your paycheck.

• If you already enrolled through SmartPlan, view your Investor Profile included in your confirmation email. Scroll to the bottom to download your form.
• Or, login to your HoraceMann MyAccount. Your form is included with your Retirement Plan documents.
• Your payroll department can also provide the form.

Retirement Advantage designation of beneficiary form. Designates your beneficiary. Spousal consent (on page 2) is required to choose a primary beneficiary that is not your spouse.

Salary Reduction Agreement

Additional forms

• Retirement Advantage exchanges/rollovers/transfers (ln) request form