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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:

Security Benefit Advisor Mutual Fund Program (403(b)(7), 457 & IRA)

 

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

 

Form Description
Asset Reallocation 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 Sheet.
Electronic Bank Information Use this form to activate or update electronic banking.
Incoming Funds Transfer-Rollover Use this form for transferring assets 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. (This includes transferring assets from one employer
plan to another employer plan).

Investment Advisor Authorization Use this form to establish authority for your investment advisor.
Fund Investment Options This sheet lists the fund codes for the investment line-up for Security Benefit Advisor Mutual Fund Program. Use it when completing the Asset Reallocation, Change Investment Allocation, Dollar Cost Averaging, and the Incoming Funds Transfer-Rollover forms.
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.
Loan Application, Agreement and Promissory Note Use this form to establish a loan on your account.
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 (800.747.3942) 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 For changing the amount of future contributions to your tax sheltered account. This form must be given to your employer.
Scheduled Systematic Withdrawal To add or change Scheduled Systematic Withdrawal options, please contact your Advisor or our Service Center (800.747.3942) to request a form.
Stretch 403(b)/403(b)(7) Beneficiary Designation Use this form to extend the duration of distributions to the beneficiaries you designate.

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