x
Top Banner Resources

 

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)

 

Form Completion Instructions

 

Please review these instructions prior to completing any of the forms online. The majority of our forms are designed in a fillable format so you may enter the required information online.

 

  • Select the form you wish to complete.
  • Enter the information into the fillable fields.
  • Save the form in a desired location on your computer.
  • Print a copy of the form.
  • Make sure you obtain all applicable signatures.
  • Return the form to Security Benefit for processing. You may mail or fax the form.


Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497

 

Fax to: 785.368.1772

 

If you experience problems and need assistance, please call our Service Center:

 

  • For SB Retirement Plans and Variable Annuities call 800.888.2461
  • For NEA Valuebuilder Retirement Program products call 800.NEA.VALU (800.632.8258)

 

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

 
SETOPWEB04P