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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 RateTrack® Annuity

 

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


Form Description
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.
Assignment of Policy as Collateral For assigning or transferring over to an Assignee, certain rights, title, and interests of the policy as set forth by this document.
Incoming Funds Transfer 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 to another Security Benefit product. For example, transfer assets from your 403(b) TSA to your 401(k) Account. Please read Transfer Procedures carefully.
Limited Power of Attorney Use to provide formal instruction from the Owner to Security Benefit Life that SBL should accept instructions from a third party to undertake certain actions of funds in certain Variable Annuity contracts.

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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