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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:

SFR 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 investment options.
Change Investment Allocations Use this form to modify your existing and/or future investment allocations. This includes a one time re-balance and/or a transfer of Contract Value between investment options.
Dollar Cost Averaging Use this form to request periodic exchanges from one investment option to one or more investment options.
Electronic Bank Information Use this form to activate or update electronic bank deposits/withdrawals.

Fund Investment Options Sheet (ERISA)

Fund Investment Options Sheet (NON-ERISA)

This form lists the investment line-up for SFR. It must accompany your application, the Asset Reallocation, Change Investment Allocation, Dollar Cost Averaging, and the Incoming Funds Transfer-Rollover forms.
Incoming Funds Transfer Use this form to transfer funds from your current carrier to Security Benefit.
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).

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 retirement 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 Use this form to set up contributions to your 457 or Tax Sheltered account from your paycheck. Please check with your employer to verify that this agreement meets your employer's requirements.
Scheduled Systematic Withdrawal 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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