Top Banner Resources

 

Most Requested Forms

 

Select links to download forms (PDFs).

 

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

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

Form Description: Use this form to establish a loan on your retirement account.

 

Non-Financial Change (Group Retirement Products Only)

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

Non-Financial Change (New York products Only)

Form Description: Modify or change information regarding: Owner, Joint Owner, Annuitant, Beneficiary and/or address change.

 

Required Minimum Distribution (Group Retirement Products Only)

Required Minimum Distribution (Fixed Annuities, Fixed Indexed Annuities, Variable Annuities)

Required Minimum Distribution (New York Products Only)

Form Description: Use this form to request a Required Minimum Distribution.

 

Scheduled Systematic Withdrawal (Group Retirement Products Only)

Scheduled Systematic Withdrawal (Fixed Annuities, Fixed Indexed Annuities, Variable Annuities)

Scheduled Systematic Withdrawal (New York Products Only)

Form Description: Use this form to establish or change a Scheduled Systematic Withdrawal (SSW).

Forms:

AEA Valuebuilder (Alabama Education Association)

 

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

 

Form Description
Annuitization For annuitizing your contract, designating Annuity Life and Non-Life options and Secondary payee information. Select your investment basis, method and frequency of the payout, and tax withholding information.
Asset Realocation Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options.
Change Investment Allocations Use this form to modify your existing and/or future investment allocations.
Dollar Cost Averaging Allows you to periodically exchange contract value from one investment option to one or more other options. You may select the option by which you would like funds transferred as well as select the transfer to occur monthly, quarterly, semi-annually or annually. Must be accompanied by the Fund Investment Options.
Electronic Bank Information For making electronic investments directly from your bank account to Security Benefit. Within in the form, you may select the amount you would like automatically invested and the frequency of the investments.
Fund Investment Options This form lists the investment line-up for AEA Valuebuilder. It must accompany the Asset Reallocation, Change Investment Allocations, Dollar Cost Averaging, and the Incoming Funds Transfer-Rollover form.
Incoming Funds Transfer-Rollover For transferring assets from your Current Carrier to a Security Benefit Annuity Contract. Must be accompanied by the Fund Investment Options.
Loan Application and Agreement For applying for a loan, selecting your repayment frequency, applying to make payments electronically via Electronic Funds Transfer (EFT), or selecting your Loan Disbursement Method.Please read the most commonly asked questions on the last two pages of the form.Note:The loan amount available to you is dependent on your contract value.
Non-Financial Change (Name, Address, Beneficiary, etc.) For changing the name and/or address of the existing Annuitant/Participant, Owner of the Contract or changing the primary and/or contingent beneficiary(ies).
Proof of Death For selecting how to handle proceeds, applying to receive payments electronically via Electronic Funds Transfer (EFT), and selecting Federal income tax options.Note:Every beneficiary is required to complete his or her own form in the case of a death benefit.
Required Minimum Distribution The Internal Revenue Service (IRS) requires individuals to begin receiving a Required Minimum Distribution (RMD) from qualified accounts(s) at 70. Upon attaining this age, it is your responsibility to request these distributions. Use this form to request an RMD.
Salary Reduction Agreement For the purchase of a 403(b) Annuity Contract (through Salary Reduction) to provide retirement benefits for the employee.
Scheduled Systematic Withdrawal For adding or changing Scheduled Systematic Withdrawal options. Select your mode of payment, Federal income tax options, and apply to receive payments electronically through Electronic Funds Transfer (EFT).

These forms are formatted in Adobe Acrobat. To view and print these forms, you will need the Adobe Acrobat "plug-in" for your browser. You may experience difficulties if you do not have the latest version installed on your computer. The Icon below will take you to the Adobe Acrobat site where you can download the "plug-in" free of charge.

 

Get Acrobat

 
SETOPWEB03P