Financial Professionals

Financial Professionals

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.  

Security Benefit Homepage

 

Complete the sign in process by entering your registered Username and Password.
 

Sign In

 

Upon successful sign in, Client Accounts are available by clicking on Client Accounts located in the top navigation or within Quick Links.

 Financial Professionals Landing Page

 

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.  

View Client Accounts

 

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.  

Annuity Contracts


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.   

Client Account Dashboard
Fixed Index Annuity

Income Election Form for ClearLine Annuity

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Fixed Index Annuity

Account Value Reallocation Request for ClearLine Annuity

Download

ClearLine Annuity State Variations

For product information, visit the ClearLine product page.

Product not available for sale in New York.

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Mutual Fund | Other

Outgoing Funds Request for Custodial Account

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Incoming Funds Request for Workplace Retirement Plans (CS)

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Fixed Index Annuity

Account Value Reallocation Request for Total Value Annuity

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Variable Annuity

Asset Reallocation/Dollar Cost Averaging for ClassicStrategies Variable Annuity

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Variable Annuity | Fixed Annuity

Loan Application, Agreement and Promissory Note for Annuity Contract

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Variable Annuity | Mutual Fund

Dollar Cost Averaging for Annuity Contract

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