Individuals

Variable Annuity

Proof of Death for Mutual of Omaha/United of Omaha

Download
Variable Annuity

Change of Ownership Form - Life Insurance for Mutual of Omaha/United of Omaha

Download
Variable Annuity

Authorization for Automatic Deposits for Mutual of Omaha/United of Omaha

Download
Variable Annuity

Electronic Exchange Authorization for Mutual of Omaha/United of Omaha

Download
Variable Annuity

Automatic Bank Draft for Mutual of Omaha/United of Omaha

Download
Individuals

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.

Individuals Home Page

Once you reach the service forms page, select your product from the list on the left sidebar to display all forms for your product.

Service Forms

For additional questions, please contact your financial professional or our Service Center at 800.888.2461, 8 a.m. to 7 p.m. (Eastern Time), Monday through Friday.

 

Website Support

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.

Forgot Username
 
Enter your last name, last 4 digits of your social security number and date of birth. When finished, select the “Get Username” button.

Forgot Username Form
 

The following page displays that your username was sent to your email account on record.

Forgot Username Email
 
You should receive an email from “Security Benefit <[email protected]>" with the subject line “Username Request”. Open the email and to see your username.

Forgot Username Email

Go back to the SecurityBenefit.com "Sign In" page and use your username and password to access your online account.

Sign In
 
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.

Website Support

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.

Forgot Password

Enter your Username in the field provided and select “Next”.

Forgot Password

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.

Verify Your Account

You should receive an email from “Security Benefit " with the subject line “Password Reset Request”. Within the email select the “Reset Password” button.

Forgot Password Email

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.

Reset Password

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

Reset Password

After you select the reset password button you are redirected to the sign in page where you will enter your username and new password.

Sign In

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.

Individuals

Where can I find information on the annuity I purchased?

Contracts are distributed through the United States mail service for annuity products. To view your account 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 your account information, Click on Sign In from the top navigation.  

SecurityBenefit.com Homepage

Complete the Sign In process by entering your registered Username and Password.

Sign In

Upon successful sign in, your contract is available by clicking on View My Account located within the Quick Links box.  

Individuals Landing Page

A dashboard representing the business will display. If you have multiple accounts, they can be searched upon by Account Number. Clicking on the Account within My Account, will display Account details.

Client Details

My Account data will be displayed through organized information cards. Each card provides a small snapshot of data. Most cards can be expanded by clicking on the header title or selecting the applicable Left Navigation menu to display detailed data. 

My Account

For additional questions, please contact your financial professional or our Service Center at 785.438.3000 or 800.888.2461, 8 a.m. to 7 p.m. (Eastern Time), Monday through Friday.

Individuals

How do I change my Systematic Withdrawal?

To add or change Scheduled Systematic Withdrawal options, you may access the Scheduled System Withdrawal for Annuity Contract or Custodial Accounts form online.  

From the home page, click on Resources in the navigation to access Service Forms.

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To add or change Scheduled Systematic Withdrawal options, you may access the Scheduled System Withdrawal for Annuity Contract or Custodial Accounts form online.  

From the home page, click on Resources in the navigation to access Service Forms.

Once you reach the Service Forms page, select your product to from the list on the left sidebar to display all forms for your product, including the Scheduled System Withdrawal form with instructions and mailing information.

For additional questions, please contact your financial professional or our Service Center at 785.438.3000 or 800.888.2461, 8 a.m. to 7 p.m. (Eastern Time), Monday through Friday.