Frequently Asked Questions

Individuals

How do I change my Systematic Withdrawal?

To add or change Scheduled Systematic Withdrawal options, you may access the Scheduled System Withdrawal for Annuity Contract or Custodial Accounts form online.

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To add or change Scheduled Systematic Withdrawal options, you may access the Scheduled System Withdrawal for Annuity Contract or Custodial Accounts form online.

SecurityBeneft.com Screenshot From the home page, click on Resources in the navigation to access Service Forms.

Once you reach the Service Forms page, select your product to from the list on the left sidebar to display all forms for your product, including the Scheduled System Withdrawal form with instructions and mailing information.

For additional questions, please contact your financial professional or our Service Center at 785.438.3000 or 800.888.2461, 8 a.m. to 7 p.m. (Eastern Time), Monday through Friday.

My Security Benefit app

How much does the App cost?

There are no fees to download, use or access the Security Benefit app. Please check with your wireless provider about carrier and web access charges.

Read More: There are no fees to download, use or access the Security Benefit app. Please check with your wireless provider about carrier and web access charges.

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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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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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

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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

In the Safari app on your Mac, choose Safari > Preferences then click Privacy.
De-select “Prevent cross-site tracking.”
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.

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.

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

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. How can I change my investment allocations?

You may change your investments in one of three ways:

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You may change your investments in one of three ways:

Reinvest all or a part of your money: This option allows you to exchange assets from one investment vehicle to another (one to one or one to many)
Change how things are balanced now: This option allows you to rebalance all assets into one or multiple investment vehicles within the plan (many to many, many to one, one to many, one to one)
Change where your contributions go in the future: This option allows you to change your future investment elections. This change only applies to new contributions made to your account.
Tax form questions:

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

Form 5498 is used for reporting regular or rollover contributions and value of an IRA, Roth IRA, ESAs, SEP, or SIMPLE IRA. This form does not need to be filed with the owner's Tax Return (1040) - it simply needs to be reported. Security Benefit is only required to notify IRA, Roth IRA, ESA, SEP and SIMPLE IRA owners of their Fair Market Value. IRA contributions and rollovers are reported to the client by May 31 of each year. (The form is only issued if a contribution or rollover occurred during the year).

Individuals

I have a retirement plan. How can I change my investment allocations?

You may change your investments in one of three ways:

Read More

You may change your investments in one of three ways:

Reinvest all or a part of your money: This option allows you to exchange assets from one investment vehicle to another (one to one or one to many)
Change how things are balanced now: This option allows you to rebalance all assets into one or multiple investment vehicles within the plan (many to many, many to one, one to many, one to one)
Change where your contributions go in the future: This option allows you to change your future investment elections. This change only applies to new contributions made to your account.
Tax form questions:

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

Form 5498 is used for reporting regular or rollover contributions and value of an IRA, Roth IRA, ESAs, SEP, or SIMPLE IRA. This form does not need to be filed with the owner's Tax Return (1040) - it simply needs to be reported. Security Benefit is only required to notify IRA, Roth IRA, ESA, SEP and SIMPLE IRA owners of their Fair Market Value. IRA contributions and rollovers are reported to the client by May 31 of each year. (The form is only issued if a contribution or rollover occurred during the year).

Individuals

I have a retirement plan. What are my options for taking a loan?

You may model or request a loan by selecting the Model a Withdrawal option on the Loans & Withdrawals tab.

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You may model or request a loan by selecting the Model a Withdrawal option on the Loans & Withdrawals tab.

Sign in to your account
Select mutual funds option on dashboard
Select the Loans & Withdrawals tab

Enter your desired loan type, loan amount, payment frequency and payment choice. Please contact your financial representative or our Service Center at 800.747.3942 to discuss your loan options further.