Horace Mann Retirement AdvantageTM

Tel. 844-895-0980

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Horace Mann Retirement Advantage 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

WBIA-0025 (7-20)

Current clients: 800-677-2363
New enrollments: 844-895-0980


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