Frequently Asked Questions

Financial Professionals

How does a delegate register for access?

Delegates will receive an email from Security Benefit (email will be sent from [email protected]) with instructions on completing the registration process.

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Delegates will receive an email from Security Benefit (email will be sent from [email protected]) with instructions on completing the registration process.
Note: the delegate email link will expire within 7 days after it’s sent. Delegates cannot register for access without first being invited by a financial professional.

Delegates will complete the process by:

  • Reviewing the instructions in the email from Security Benefit 
  • Clicking the Register for Access link in the email
  • Completing the online registration form 
  • Setting up a username, password, and multi-factor authentication method (text message or phone call)
  • Completing the online verification process through ID.me
Security Benefit Basics

I applied for a job with Security Benefit. What is the status of my application?

If you have submitted a resume, your qualifications will be reviewed to determine how they compare with our staffing needs. If there is a match, we will contact you to schedule next steps in the recruitment process.

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If you have submitted a resume, your qualifications will be reviewed to determine how they compare with our staffing needs. If there is a match, we will contact you to schedule next steps in the recruitment process.

View Current Career Opportunities

Website Support

I can’t view my account information on iPhone or iPad

In 2020, Apple implemented the blocking of cross-site cookies. This functionality can impact how you view your account information on SecurityBenefit.com with your Apple device, and you may need to adjust your iPhone or iPad settings. 

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In 2020, Apple implemented the blocking of cross-site cookies. This functionality can impact how you view your account information on SecurityBenefit.com with your Apple device, and you may need to adjust your iPhone or iPad settings. 

The following steps will help you through the process of disabling "Prevent Cross-Site Tracking" in Safari on iOS - this process is the same for iPhone and iPad even though the screenshots might look slightly different.

How to disable the "Prevent Cross-Site Tracking" feature in Safari on iPhone/iPad

1. On your iPhone/iPad, open the "Settings" App
Return to the Home Screen by pressing the round button underneath the screen. You will see the grid of icons. Then, find the "Settings" icon and tap on it.

On your iPhone/iPad, open the "Settings" App
 

2. Scroll and tap on the "Safari" item

The Settings screen will be longer than the actual screen of your iPhone, so to reach the "Safari" section you need to scroll the screen down a bit by dragging on the screen with your finger.
 
When you see the Safari item, tap on it to see the options for Safari.

Scroll and tap on the "Safari" item

3, Scroll down to Privacy & Security
Move the slider next to "Prevent Cross-Site Tracking" to the left (and turned gray).

3. Scroll down to Privacy & Security

4. You have configured your cookies settings to disable "Prevent Cross-Site Tracking"
Restart the Safari browser for the setting to take full effect.

Website Support

I can’t view my account information on my Mac

In 2020, Apple implemented the blocking of cross-site cookies. This functionality can impact how you view your account information on SecurityBenefit.com with your Apple device, and you may need to adjust your Safari settings on your Mac operating system.

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In 2020, Apple implemented the blocking of cross-site cookies. This functionality can impact how you view your account information on SecurityBenefit.com with your Apple device, and you may need to adjust your Safari settings on your Mac operating system.

The following steps will help you through the process of getting "Prevent Cross-Site Tracking" disabled.

How to disable the "Prevent Cross-Site Tracking" feature 

  1. In the Safari app  on your Mac, choose Safari > Preferences then click Privacy.
     
  2. De-select “Prevent cross-site tracking.”
     
  3. Restart the Safari browser for the setting to take full effect.
Website Support

I forgot my password.

From the Sign In page on SecurityBenefit.com, select the “Forgot Password” link.

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From the Sign In page on SecurityBenefit.com, select the “Forgot Password” link.

Forgot Password

Enter your Username in the field provided and select “Next”.

Forgot Password

Select the method of verification you prefer and a one-time use code will be sent. In this example, select “Email” and click on the “Send Email” button to send a verification code to the email address you set up when you established your account. Regardless of the method of verification you select, a verification code will be sent to you and you must enter it into the required field in order to complete the forgot password process.

Verify Your Account

You should receive an email from “Security Benefit " with the subject line “Password Reset Request”. Within the email select the “Reset Password” button.@securitybenefitinfo.com>

Forgot Password Email

After you select the Reset Password button you will be directed back to SecurityBenefit.com to answer your security question. After entering you answer select the “Next” button.

Reset Password

Once you have clicked on the link in the email, you will be asked to reset your password. Passwords must contain:

  • At least 8 characters
  • At least 1 number
  • At least 1 lowercase letter
  • At least 1 uppercase letter
  • Does not contain part of the username

Reset Password

After you select the reset password button you are redirected to the sign in page where you will enter your username and new password.

Sign In

If you should have any questions or encounter any issues in forgot password process, please call our Service Center at 800.888.2461 from 8 a.m. to 7 p.m. (Eastern Time), Monday through Friday.

Website Support

I forgot my username.

From the Sign In page on SecurityBenefit.com, select the “Forgot Password” link.

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From the Sign In page on SecurityBenefit.com, select the “Forgot Password” link.

Forgot Username
 
Enter your last name, last 4 digits of your social security number and date of birth. When finished, select the “Get Username” button.

Forgot Username Form
 

The following page displays that your username was sent to your email account on record.

Forgot Username Email
 
You should receive an email from “Security Benefit <[email protected]>" with the subject line “Username Request”. Open the email and to see your username.

Forgot Username Email

Go back to the SecurityBenefit.com "Sign In" page and use your username and password to access your online account.

Sign In
 
If you should have any questions or encounter any issues in forgot username process, please call our Service Center at 800.888.2461 from 8 a.m. to 7 p.m. (Eastern Time), Monday through Friday.

Individuals

I have a retirement plan. When will I receive my 1099-R?

Form 1099-R is used to report the distribution of retirement benefits from an account. If applicable, this form is sent to retirement plan participants by January 31 each year.

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Form 1099-R is used to report the distribution of retirement benefits from an account. If applicable, this form is sent to retirement plan participants by January 31 each year.

Website Support

I need help with ID.me.

ID.me simplifies how individuals prove and share their identity online. Answers to many questions can be found in this FAQ.

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ID.me simplifies how individuals prove and share their identity online. Answers to many questions can be found in this FAQ.

For more information, users can go to the ID.me Help Center website for support in setting up or updating any information on their ID.me account at help.ID.me. Security Benefit and ID.me has developed three additional online resources for customers to ask questions and receive additional support:

  • Step-by-step guides and troubleshooting information
  • Submit an issue through an online form
  • Online Chat available 24/7

Access Online Resources

Website Support

I'm a financial professional. How do I register for an online account on SecurityBenefit.com?

Navigate to SecurityBenefit.com and click on “Sign in” in the upper menu. 

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Navigate to SecurityBenefit.com and click on “Sign in” in the upper menu. 

Sign In Screenshot

On the next screen, click on the “Register Your Account Online” button to begin the registration process. 

Register Your Account Online

On the next screen, you’ll be presented with a drop-down menu to select Financial Professional. Note, if you select Financial Professional, you must also be appointed to sell our products in order to complete your profile. 

Audience Selector

Fill in all required fields as indicated. 

Website Registration Form

After filling in all required information, you may fall into two possible scenarios: 

  1. You are an existing user on SecurityBenefit.com who has not signed in to the site in the past 12 months, or 
  2. You have not registered on the site, but your information is found in our records system (i.e., you are a financial professional with business)

The following screens will show the next steps in the registration process that are unique to each scenario, and then the process is the same for everyone. 

If you are a converted user, (meaning you have signed in to SecurityBenefit.com since 1/1/2018) you will not be asked to re-register. Your username and password have been ported over to the new site. You will be asked to update your password, select a security question and identify how to receive your multi-factor authentication code.  

Converted User: When you have successfully entered your sign in information, the process is almost complete and you should see this screen asking you to create a new password to replace your current password. Your existing password cannot be reused. 

Sign In Screenshot Create a New Password

 

You will then be asked to verify your email address to continue. 

Verify Your Email

Next, you will be asked if you wish to complete the optional step of setting up additional multi-factor authentication to secure your access. If so, follow the process outlined later in this document. If not, you may now click on the Sign In button and sign in to SecurityBenefit.com.

Security Settings

Scenario 1: When you have successfully entered information into all required fields, the registration process is almost complete and you should see this screen.

Website Registration

Within 1-2 business days, check your Inbox of the email account used in the initial registration process for a confirmation email (the email will come from [email protected]). When it arrives, you will have 7 days to open it and click on the link inside the email to finalize the account registration process, which includes: 

  • Setting up a password, 
  • Setting up security questions, and 
  • Optionally entering a cell phone and/or landline phone number for multi-factor authentication. 

The email you receive from Security Benefit to complete the registration process will look similar to this: 

Welcome Email

Scenario 2: When you have successfully entered information into all required fields, the registration process is almost complete and you should see this screen. 

Check your Inbox of the email account used in the initial registration process for a confirmation email (the email will come from [email protected]). When it arrives, you will have 7 days to open it and click on the link inside the email to finalize the account registration process, which includes: 

  • Setting up a password, 
  • Setting up security questions, and 
  • Optionally entering a cell phone and/or landline phone number for multi-factor authentication. 

The email you receive from Security Benefit to complete the registration process will look similar to this: 

Welcome Email

From here, the process is the same for the second two scenarios (new users, or those who haven’t signed in to the site in the past 12 months). 
Once you have clicked on the link in the email, you will be asked to create a password and re-enter that password to verify it is correct. Passwords must contain: 

  • At least 8 characters 
  • At least 1 number 
  • At least 1 lowercase letter 
  • At least 1 uppercase letter 
  • Does not contain part of the username 

You will also be asked to choose a recovery question to be used in the event of needing to reset a password or gain access when you have forgotten a password. 

Create a New Password

After successfully establishing a password and setting a recovery question, you will be presented with the next screen to optionally set up additional security verification numbers, either a text message to a cell phone, or a voice call with verification code to any number you choose. This multi-factor authentication helps to insure only you have access to your account information on SecurityBenefit.com by requiring a second authentication device in order to sign in. 

The screen for setting up text verification. Enter your 10-digit cell phone number without the country prefix. Please do not enter hyphens or parentheses. Click on the “Text” button to initiate the text message to your phone to verify the device. Please allow up to: 30 seconds to receive the text message. 

Security Settings - Text Message

The screen for setting up voice call verification. Enter your 10-digit phone number without the country prefix. Please do not enter hyphens or parentheses. Click on the “Call” button to initiate the voice call to your phone to verify the phone number. Please allow a few minutes to receive your voice call. 

Call verification - Phone Call

If you selected text verification, this screen will appear and you can enter the verification code sent via SMS to your cell phone. Enter the code and click on the “Verify” button. Once verified, your cell phone number will allow you to receive a verification code to access the site if you are signing in from a new device, or signing in one year or more after your last sign in. 

Text Verification Code

If you selected voice call verification, this screen will appear and you can enter the verification code received via a voice call to the number you entered. Enter the code and click on the “Verify” button. Once verified, your phone number will allow you to receive a verification code via voice call to access the site if you are signing in from a new device, or signing in one year or more after your last sign in.

Call Verification Code

When you have entered the verification code, this screen will appear which confirms the number that has been established for your profile. Should you wish to change a phone number, simply sign in to your account, navigate to My Profile in the upper right navigation and edit your profile information. 

Security Settings Verification

You now have the option of how you’d like to receive your verification code to finalize your registration and site access, either via email, SMS text, or a voice call to the number you set up (if any). 

Two-factor Authentication

Select the method of verification you prefer, and a one-time use code will be sent. In this example, select “Email” and click on the “Send Email” button to send a verification code to the email address you set up when you established your account. Regardless of the method of verification you select, a verification code will be sent to you and you must enter it into the required field in order to complete the sign in process. 

Two-factor Authentication - Email

Once you click on “Send Email”, you should see the green check mark confirming a verification code was sent to the email address on file. If this is a trusted device (your personal computer, phone, or tablet and not a shared device, check the “Please remember me on this device” below the Verify button to avoid having to enter a verification code the next time you sign in to SecurityBenefit.com.  

Two-factor Authentication - Email Code

An example of the verification code email you will receive. 

Email for Two-factor Authentication

Enter the code into the “Verification code” field and you should be successfully signed in to the site. 

If you should have any questions or encounter any issues in registering, please call our Service Center at 800.888.2461 from 8 a.m. to 7 p.m. (Eastern Time), Monday through Friday.

Security Benefit Basics

What are Security Benefit’s business hours?

Business hours for Security Benefit are 8 a.m. to 7 p.m. (Eastern Time), Monday through Friday.
 

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Business hours for Security Benefit are 8 a.m. to 7 p.m. (Eastern Time), Monday through Friday.