Frequently Asked Questions

My Security Benefit app

As a financial professional, can I see my current book of business using 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.

Read More: 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. However, if you need to view your book of business for your practice, please continue to sign in to SecurityBenefit.com.

My Security Benefit app

As a plan sponsor, can I see my plan participant information using 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.

Read More: 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. However, if you need to view plan participant information, please continue to sign in here.

Financial Professionals

Can a delegate act for more than one financial professional?

Delegates can support more than one financial professional using the same online account. Once a delegate has been established for one financial professional, other financial professionals can designate the same person to act as a delegate for their practice too.

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Financial professionals will enter the delegate's email address used by other financial professionals
Delegates will not need to register for each financial professional
Delegates can switch between rep profiles to support multiple books of business

My Security Benefit app

Can I create an account on the My Security Benefit app?

Individuals who have a retirement account with Security Benefit must create an account on SecurityBenefit.com prior to accessing the My Security Benefit app.

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Individuals who have a retirement account with Security Benefit must create an account on SecurityBenefit.com prior to accessing the My Security Benefit app.

To create an account, click “Register Your Account Online”, follow the prompts to create a profile, set up your security questions and two-factor authentication. Usernames must have at least eight characters (no special characters), and passwords must contain eight characters including at least one number, one lowercase letter, one uppercase letter, and doesn't contain your username.

Once you've established your account, you will use the same username and password to access the My Security Benefit app.

My Security Benefit app

Can I view all of my Security Benefit accounts using the mobile 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.

Read More: 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. In order to view your annuity accounts, please sign in to SecurityBenefit.com.

My Security Benefit app

Can I view my statements on the My Security Benefit app?

No. Statements will only be available through mail or when you sign in to SecurityBenefit.com.

Read More: No. Statements will only be available through mail or when you sign in to SecurityBenefit.com.

My Security Benefit app

Do I need a username and password for the My Security Benefit app?

Yes. Sign in to our mobile app using the same username and password you use to sign in to SecurityBenefit.com.

Read More: Yes. Sign in to our mobile app using the same username and password you use to sign in to SecurityBenefit.com.

Financial Professionals

How can a financial professional designate a delegate?

To set up a delegate, financial professionals will sign in to www.securitybenefit.com and:

Read More

To set up a delegate, financial professionals will sign in to www.securitybenefit.com and:

Choose Manage Delegates from the My Profile menu option
Enter the email address for their delegate; we strongly recommend an email address from the financial professional’s business
Click Add Delegate
Security Benefit will send an email to the delegate with instructions on how to register for access (email will be sent from [email protected])

Note: the delegate email link will expire within 7 days after it’s sent.

Financial Professionals

How can I change beneficiary information?

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.

Read More

Annuities	Workplace Plans
Complete the Non-Financial Change Form and mail to: Mailing Address: Security Benefit PO Box 750497 Topeka, KS 66675-0497 Overnight Mailing Address: Security Benefit Mail Zone 497 One Security Benefit Place Topeka, KS 66636-0001 Or Fax to: 785.368.1772	Complete the Non-Financial Change Form and mail to: Mailing Address: Security Benefit Retirement Plan Services P.O. Box 219141 Kansas City, MO 64121-9141 Overnight Mailing Address: Security Benefit Retirement Plan Services 430 W 7th Street STE 219141 Kansas City, MO 64105-1407 Or Fax to: 816.701.7626

Annuities

Workplace Plans

Complete the Non-Financial Change Form and mail to:

Mailing Address:

Security Benefit
PO Box 750497
Topeka, KS 66675-0497

Overnight Mailing Address:

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001

Or Fax to:
785.368.1772

Complete the Non-Financial Change Form and mail to:

Mailing Address:

Security Benefit Retirement Plan Services
P.O. Box 219141
Kansas City, MO 64121-9141

Overnight Mailing Address:

Security Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407

Or Fax to:
816.701.7626

Financial Professionals

How can I change client contact information?

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.

Read More

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.

Annuities	Workplace Solutions
Complete the Non-Financial Change Form and mail to: Mailing Address Security Benefit PO Box 750497 Topeka, KS 66675-0497 Overnight Mailing Address Security Benefit Mail Zone 497 One Security Benefit Place Topeka, KS 66636-0001 Or fax to 785.368.1772	Complete the Non-Financial Change Form and mail to: Mailing Address Security Benefit Retirement Plan Services P.O. Box 219141 Kansas City, MO 64121-9141 Overnight Mailing Address Security Benefit Retirement Plan Services 430 W 7th Street STE 219141 Kansas City, MO 64105-1407 Or fax to 816.701.7626

Annuities

Workplace Solutions

Complete the Non-Financial Change Form and mail to:

Mailing Address

Security Benefit
PO Box 750497
Topeka, KS 66675-0497

Overnight Mailing Address

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001

Or fax to
785.368.1772

Complete the Non-Financial Change Form and mail to:

Mailing Address

Security Benefit Retirement Plan Services
P.O. Box 219141
Kansas City, MO 64121-9141

Overnight Mailing Address

Security Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407

Or fax to
816.701.7626