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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:

ClassicStrategies 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/Dollar Cost Averaging Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options.
Incoming Funds Transfer Use this form to transfer funds from your current carrier to Security Benefit.
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.
Limited Power of Attorney This form gives authority to another person ("attorney in fact") to act on your behalf for the Contract/Account Number identified below.

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.
Request for Transfer of Assets For transferring funds from one account to another, completing a one-time Asset Re-balance, changing the allocation of future payments (Change of Future Allocation), or applying for Telephone Exchange Authorization, which allows you to exchange fund shares over the phone.
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.
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.

 

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