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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 Foundations Annuity

 

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

 

Form

Description

Account Value Transfer Request

Please complete all sections. Use this form to allocate Account Value among the Fixed Account and Index Accounts. To make changes to the contract owner's allocations, this form must be received within 21 days after his/her Contract Anniversary date for the changes to take effect.

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.

Electronic Bank Information

For establishing the privilege to have payments made from your Security Benefit Contract directly to your Bank Account. This form works similar to the Electronic Funds Transfer form, it enables you to transfer funds electronically.

  • Minimum subsequent purchase payment amount is $1,000 per additional purchase.

 

Electronic Transfer Authorization

For establishing the privilege to make changes to your contract via telephone.

Incoming Funds Request

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.

Lifetime Income Election

The contract owner must complete the applicable sections of this form to begin receiving payments under the Income Rider of his/her contract.

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.

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.

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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