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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)



Fixed Annuities


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.
Assignment of Policy as Collateral For assigning or transferring over to an Assignee, certain rights, title, and interests of the policy as set forth by this document.
Electronic Transfer Authorization For establishing the privilege to make changes to your contract via telephone. With this option you can submit a one time asset rebalance, an exchange between funds, change your future allocations and make address changes.
Incoming Funds Transfer For transferring assets from your Current Carrier to a Security Benefit Annuity Contract.
Internal Exchange Statement and Agreement For transferring assets internally from one Security Benefit Contract type to another Security Benefit product. For example, transfer assets from your 403(b) TSA to your 401(k) Account. Please read Transfer Procedures carefully.
Limited Power of Attorney Use to provide formal instruction from the contractowner to Security Benefit Life that SBL should accept instructions from a third party to undertake certain actions of funds in certain Variable Annuity contracts.
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, Beneficiary(ies), Owner, or Joint Owner of the Contract.
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 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.
Request for Reallocation of Assets

Use this form to indicate the guarantee period for a new allocation or to select the new guarantee period for reallocations.

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.


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