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Most Requested Forms

 

Select links to download forms (PDFs).

 

Loan Application, Agreement and Promissory Note: Use this form to establish a loan on your retirement account for group retirement products.

 

Loan Application, Agreement and Promissory Note (Group Retirement Products Only)

 

Loan Application, Agreement and Promissory Note (Fixed Annuities, Fixed Indexed Annuities, Variable Annuities)

 

Non-Financial Change: Modify or change information regarding: Owner, Joint Owner, Annuitant, Beneficiary and/or address change.

 

Non-Financial Change (Group Retirement Products Only)

 

Non-Financial Change (Fixed Annuities, Fixed Indexed Annuities, Variable Annuities)

 

Forms:

AdvanceDesigns Variable Annuity

 

For help on filling out the forms, please view the instructions.

 

Form Description
Annuitization Use this form to begin annuity payments.
Annuity Loan Application and Agreement Use this form to establish a loan on your account.
Asset Reallocation Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options. Must be accompanied by the Fund Investment Options Sheet.
Change Investment Allocation Use this form to modify your existing and/or future investment allocations. This includes a one time re-balance and/or a transfer of Contract Value between investment options. Must be accompanied by the Fund Investment Options Sheet.
Collateral Assignment Use this form to assign a Non-Qualified Contract/Policy (the "Contract") as collateral.
DCA Plus+ You may allocate all or part of your initial purchase payment to the DCA Plus Account. Must be accompanied by the Fund Investment Options Sheet.
Dollar Cost Averaging Use this form to request periodic exchanges from one investment option to one or more investment options. Must be accompanied by the Fund Investment Options Sheet.
Electronic Authorization Use this form to activate electronic services such as telephone authorization. This authorization allows you to submit a one time re-balance, an exchange between funds, change your future allocation and make address changes via the telephone.
Electronic Bank Info Use this form to activate or update electronic bank deposits/withdrawals.
Fund Investment Options Sheet This form lists the investment line-up for AdvanceDesigns®. It must accompany the Asset Reallocation, Change Investment Allocation, Dollar Cost Averaging, Dollar Cost Averaging Plus and the Incoming Funds Transfer-Rollover forms.
Incoming Funds Transfer-Rollover Use this form to transfer funds from your current carrier to Security Benefit. Must be accompanied by the Fund Investment Options Sheet.
Internal Exchange Statement and Agreement Use this form to transfer funds internally from one account to another.
Investment Advisor Authorization Use this form to establish authority for your investment advisor.

Non-Financial Change

(Name, Address, Beneficiary, etc.)

Use this form to modify or change information regarding the roles on your account: Owner, Joint Owner, Annuitant and/or Beneficiary name and/or address change.
One-Time Withdrawal To make a one-time withdrawal from your account, please contact your Advisor or our Service Center (800.888.2461) to request a form.
Proof of Death This form is to be completed in order to claim proceeds payable upon death. A separate Proof of Death form should be completed and signed by each beneficiary.
Required Minimum Distribution To add or change Required Minimum Distribution options, contact your Advisor or our Service Center (800.888.2461) to request a form.
Salary Reduction Agreement Use this form to set up contributions to your 457 or Tax Sheltered account from your paycheck. Please check with your employer to verify that this agreement meets your employer's requirements.
Scheduled Systematic Withdrawals To add or change Scheduled Systematic Withdrawal options, contact your Advisor or our Service Center (800.888.2461) to request a form.
Stretch IRA Beneficiary Designation Use this form to extend the duration of beneficiary distributions to the beneficiaries you designate.
Surrender Charge Waiver This form must accompany each withdrawal requested under the Surrender Charge Waiver option. Certify your reason for waiver and have your physician complete and sign the Physician's Signature Section.
Vantage Limited Power of Attorney For use with Vantage only. This form gives authority to another person ("attorney in fact") to act on your behalf for the Contract/Account Number identified below.
Vantage Portfolio Election Change For use with Vantage only. For changes to existing contracts only.

 

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