Advisor Variable Annuity 403(b)

Use this form to transfer funds from your current carrier to Security Benefit.

Download

Must be accompanied by the Fund Investment Options Sheet.

Complete the entire form. Please type or print.

  1. The Owner should complete this Incoming Funds Request form and any applicable state-required replacement forms.
     
  2. Please contact your current carrier for any form requirements it may have for transferring money to another company.
     
  3. Obtain Signature Guarantee if required by your current carrier.
     
  4. This completed form and your current carrier’s form mentioned above should be mailed to the address provided below.
     
  5. Upon receiving this material Security Benefit will send a letter of acceptance to the carrier.
     
  6. If you are completing this form for a 403(b) or 403(b)(7) account/contract please contact your employer for any processing instructions the employer or third party administrator may require.
By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.
Variable Annuity

Annuitization Election of Option for Mutual of Omaha/United of Omaha

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.

Download
By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.
Variable Annuity

Annuitization Election of Options for NEA Valuebuilder® Future, Select and Multi-Flex

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.

Download
By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.
Fixed Annuity | Fixed Index Annuity | Variable Annuity | Mutual Fund

Annuitization for Annuity Contract

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.

Download
By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.
Fixed Annuity

Annuitization for Fixed Annuity

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.

Download
By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.
Fixed Index Annuity

Annuity Comparison for Annuity Contract

Complete one Annuity Comparison form for each annuity being replaced. Please complete all information. If a category does not apply, please mark as N/A. Any incomplete forms will be returned.
Download
By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.
Fixed Annuity | Fixed Index Annuity | Variable Annuity

Annuity Contract Withdrawal Request

Use this form to request a one-time withdrawal from your annuity account. Further, this form should be used when proceeds from a Non-Qualified contract are being used to fund a Brokerage account.

Download

You must sign in to access this content. Please sign in with your username and password.

Sign In

Variable Annuity

Asset Reallocation AdvisorDesigns

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options. Complete the entire form.

Download

Please print or type.

By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.
Variable Annuity

Asset Reallocation EliteDesigns®

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options. Must be accompanied by the Fund Investment Options Sheet.

Download
By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.
Variable Annuity | Mutual Fund

Asset Reallocation for AEA Valuebuilder® Program and NEA Valuebuilder® Variable Annuity TSA 403(b)

Use this form to automatically transfer account values to maintain a specific percentage allocation among your investment options.

Download

Please type or print in black ink. Complete all fields.

By Mail

Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
Download
Questions? Please call our National Service Center at 800.747.3942.