Frequently Asked Questions

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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My Security Benefit app

What if I forget my My Security Benefit username and password?

If you have forgotten your username or password please click on the "Forgot Username" or "Forgot Password" links on the login screen of the My Security Benefit app, or you can restore access through the SecurityBenefit.com website.

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My Security Benefit app

What information will I see in Account Activity in the My Security Benefit app?

This activity summary summarizes the key activities for your mutual fund account(s) included for a specified time. Here is a definition for each of the items in your activity summary:

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