Help and Support

Horizon Variable Annuity Forms

Form Usage Form Name
Change ownership of the contract. PLEASE NOTE: A W-9 must also be completed and returned with this Absolute Assignment form. Absolute Assignment
Change ownership of the contract with multiple owners. PLEASE NOTE: A W-9 must also be completed and returned with this Absolute Assignment form. Absolute Assignment (Multiple Owners)
Payer's request for taxpayer identification number. Must be completed and returned along with Absolute Assignment form(s). W-9
Move money between subaccounts, change allocations, etc. Allocation Changes and Transfers
Establish an automatic required minimum distribution on a variable annuity Automatic RMD
Beneficiary change form and instructions Change of Beneficiary Request Form
Partial withdrawal on a variable annuity Distributions
Guidelines to making changes and requesting distributions on your policy/contract by phone or internet Phone and Internet Distribution Guidelines

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