Frequently Asked Questions

Individuals

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

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

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Individuals

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

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

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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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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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Individuals

I have a retirement plan. When will I receive my 5498?

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.

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Website Support

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

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

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My Security Benefit app

Is the My Security Benefit app secure?

Yes. We use the latest technology for secure communication, including multi-factor authorization.

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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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My Security Benefit app

What can I do when using the My Security Benefit app?

Use the retirement calculator

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My Security Benefit app

What devices does the My Security Benefit app support?

iPhones, Android phones, iPads, and Android tablets are the devices that are currently supported by the My Security Benefit app.

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