Frequently Asked Questions
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.
What can I do when using the My Security Benefit app?
Use the retirement calculator
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Use the retirement calculator
- Shows a hypothetical account balance and potential income at retirement based on certain assumptions
- A retirement score and tips on how you might increase your score
Check your account balance and recent account activity
Make changes to your investments
View your beneficiaries
Sign up for e-delivery to receive your quarterly account statements, fund documents, transaction confirmations, and tax forms
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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iPhones, Android phones, iPads, and Android tablets are the devices that are currently supported by the 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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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.
What information can a delegate access?
Delegates access to information will be the same as a financial professional, including:
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Delegates access to information will be the same as a financial professional, including:
- Access to sales materials, applications, and business forms to process business and account changes
- View and update client information online
- Search, view, and download client correspondence sent from Security Benefit
- Review business processing status for new annuity applications and contracts
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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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:
- Beginning Balance —the beginning balance is the total dollar value of all your mutual fund accounts included in the summary for the beginning date chosen.
- Contributions — any contributions made to your account will be reflected here. Dividend income or market fluctuations are not reflected here.
- Distributions and Loans — any distributions or loans requested by you from your account will be reflected here. Any applicable redemption or short term trader fees are also included in the amount reflected here.
- Loan Repayments — any repayments you make for an outstanding loan are reflected here.
- Fees & Expenses — any fees debited from your account for services provided by your financial professional, or Security Benefit are reflected here.
- Gain/Loss — this is any increase or decrease in the value of your accounts over the period selected caused by the changes in the mutual funds' beginning and ending share prices (net asset values).
- Ending Balance — ending balance is the total dollar value of all accounts included for the ending date chosen.
What is multi-factor authentication?
Security Benefit requires multi-factor authentication (MFA) to help protect your online account by requiring a verification code entered by you before accessing your account from an unknown device. You are in charge of deciding how to receive your verification code whether it be by text mess
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Security Benefit requires multi-factor authentication (MFA) to help protect your online account by requiring a verification code entered by you before accessing your account from an unknown device. You are in charge of deciding how to receive your verification code whether it be by text message, email or voice call. Once you receive your verification code, enter it when asked to gain access to your account.
Security Benefit requires MFA to help protect your online account by:
- Establishing a password.
- Establishing a verification method (how you’d like to verify your sign on: text, email or call back). We recommend setting up more than one method.
When you sign in to SecurityBenefit.com with your username and password, you will then be asked to have a verification code sent by text, email or call back depending on the options you selected during your account set up.
- Establishing a password.
Where can I find client account values?
To access client account values, click on Sign In from the top navigation.
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To access client account values, click on Sign In from the top navigation.
Complete the sign in process by entering your registered Username and Password.
Upon successful sign in, Client Accounts are available by clicking on Client Accounts located in the top navigation or within Quick Links.
A dashboard representing the business will display. If multiple product types exist, the Products can be filtered by selecting Product Type. Client Accounts can be searched upon by Client Name or Account Number.
Client Accounts are also viewable by accessing the applicable links of the left navigation. All active accounts are viewable by selecting Annuity Contracts or Mutual Fund Custodial Accounts as determined by Product Type.
Once the Client’s account is located, clicking on the Contract Owner name line will display account specific details including month end account values, Transaction history, Future Allocations and Programs, Current Allocations, People Information, Documents and Online transactions if available.
Where can I find client contract information?
Contracts are distributed through the United States mail service for annuity products. To view client contract information, click on Sign in from the top navigation.
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Contracts are distributed through the United States mail service for annuity products. To view client contract information, click on Sign in from the top navigation.
Complete the Sign In process by entering your registered Username and Password.
Upon successful sign in, client contracts are available by clicking on "Client Accounts" located in the top navigation or within Quick Links.
A dashboard representing the business will display. If multiple product types exist, the Products can be filtered by selecting Product Type. Client contracts can be searched upon by Client Name or Contract Number.
Client contact is also viewable by accessing the applicable links of the Left Navigation. All active accounts are viewable by selecting Annuity Contracts by Product Type.
Once the Client’s contract is located, clicking on the Contract Owner name line will display account specific details including Month end account values, Transaction history, Future Allocations and Programs, Current Allocations, People Information, Documents and Online transactions if available.
Where can I find forms?
You can also click on Resources in the navigation to access Service Forms.
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You can also click on Resources in the navigation to access Service Forms.
Once you reach the service forms page, select a product from the list on the left sidebar to display all forms for your product.
