RateTrack® Plus Annuity
Financial Professionals
Authorization for Automatic Deposits for Mutual of Omaha/United of Omaha
- Download
Electronic Exchange Authorization for Mutual of Omaha/United of Omaha
- Download
Automatic Bank Draft for Mutual of Omaha/United of Omaha
- Download
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.
Enter your last name, last 4 digits of your social security number and date of birth. When finished, select the “Get Username” button.
The following page displays that your username was sent to your email account on record.
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.
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.
Enter your Username in the field provided and select “Next”.
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.
You should receive an email from “Security Benefit
" with the subject line “Password Reset Request”. Within the email select the “Reset Password” button. 
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.
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
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.
Foundations Annuity State Variations
The Foundations Annuity features vary by state, including but not limited to the Surrender Charge rates, Surrender Charge period, Bonus, and
Advanced Choice Annuity State Variations
Product features vary by state, including but not limited to the surrender charge rates, surrender charge period, and applicability of the Market Value Adjustment.
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.
