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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)

 

Forms:

Advisor Retirement Program

 

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.
Fund Investment Options Sheet This form lists the investment line-up for AdvanceDesigns®. It must accompany the Asset Reallocation, Change Investment Allocation, Dollar Cost Averaging, Dollar Cost Averaging Plus and the Incoming Funds Transfer-Rollover forms.
Incoming Funds Transfer Use this form for transferring assets from your Current Carrier to Security Benefit. Must be accompanied by the Fund Investment Options.
Investment Advisor Authorization Use this form to establish authority for your investment advisor.
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).

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 plan account. This form must be given to your employer.
Scheduled Systematic Withdrawals To add or change Scheduled Systematic Withdrawal options, please contact your Advisor or our Service Center (800.747.3942) to request a form.

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