If you have a personal mutual fund retirement account with Security Benefit (such as a 401(k) or IRA), you will have access to the view your account information on the mobile app.
If you have a personal mutual fund retirement account with Security Benefit (such as a 401(k) or IRA), you will have access to the view your account information on the mobile app.
Individuals who have a retirement account with Security Benefit must create an an account on SecurityBenefit.com prior to accessing the My Security Benefit app.
Only mutual fund accounts such as IRAs, 403(b), 401(k), 457, SIMPLE IRAs, SEP IRAs, and workplace retirement plans can be viewed. Please note that annuity contract information is not viewable on our mobile app.
No. Statements will only be available through mail or when you sign in to SecurityBenefit.com.
Yes. Sign in to our mobile app using the same username and password you use to sign in to SecurityBenefit.com.
To change a client's beneficiary information, please use the appropriate Non-Financial Change Form for a contractowner's annuity product (fixed, fixed index, or variable) or workplace retirement plan.
To change a client's contact information, please use the appropriate Non-Financial Change Form for a client's annuity product (fixed, fixed index, or variable) or workplace retirement plan.
To change an employee's beneficiary information, please use the Non-Financial Change Form for a client's workplace retirement plan.
To change an employee's contact information, please use the appropriate Non-Financial Change Form for a client's annuity product (fixed, fixed index or variable) or workplace retirement plan.