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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 403(b)

 

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 investment options. Must be accompanied by the Fund Investment Options Sheet.
Change Investment Allocation Use this form to modify your existing and/or future investment allocations.Must be accompanied by the Fund Investment Options Sheet.
Dollar Cost Averaging Use this form to request periodic exchanges from one investment option to one or more investment options. Must be accompanied by the Fund Investment Options Sheet.
Electronic Authorization Use this form to activate electronic services.
Electronic Bank Info Use this form to activate or update electronic banking.
Fund Investment Options Sheet This form lists the investment line-up for Security Benefit Advisor 403(b) Program. It must accompany the Asset Reallocation, Change Investment Allocation, Dollar Cost Averaging, and the Incoming Funds Transfer-Rollover forms.
Incoming Funds Transfer-Rollover 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.
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.
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 for changing address/name of the participant.
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, contact your Advisor or our Service Center (800.888.2461) 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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