| 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. |
| Annuity Comparison |
For establishing the ability to make changes to your contract via telephone. With this option you can submit a one time asset rebalance, an exchange between funds, change your future allocations and make address changes. |
| Electronic Transfer Authorization |
For establishing the ability to make changes to your contract via telephone. With this option you can submit a one time asset rebalance, an exchange between funds, change your future allocations and make address changes. |
| Electronic Bank Information |
For establishing the ability to make changes to your contract via telephone. With this option you can submit a one time asset rebalance, an exchange between funds, change your future allocations and make address changes. |
| Financial Inventory |
For transferring assets from your Current Carrier to a Security Benefit Annuity Contract. |
| 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 contractowner to Security Benefit Life that SBL should accept instructions from a third party to undertake certain actions of funds in certain Variable Annuity contracts. |
| Loan Application and Agreement |
For applying for a loan, selecting your repayment frequency, applying to make payments electronically via Electronic Funds Transfer (EFT), or selecting your Loan Disbursement Method. Please read the most commonly asked questions on the last two pages of the form. Note: The loan amount available to you is dependent on your contract value. |
|
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. |
| 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. |
| Request for Reallocation of Assets |
Use this form to indicate the guarantee period for a new allocation or to select the new guarantee period for reallocations.
|
| 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. |