Service Forms

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

Use this form to request periodic exchanges from one investment option to one or more investment options.

Use this form to authorize Security Benefit Corporation, or its subsidiaries (“Security Benefit”), to initiate periodic electronic transactions to/from the Employer’s bank account as indicated on this form, to reflect the Employer’s Plan cont

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

In completing your application or investment request, please clearly write the fund name listed below in the appropriate sections of each form.

This form gives authority to another person (“attorney in fact”) to act on your behalf for the Account Number identified This authorization must be on file with Security Benefit before we will activate this authority. 

Use this form to establish a loan. Please complete the entire form. This transaction will be processed as of the valuation date
Security Benefit receives all required paperwork.

Use this form to transfer funds from your Security Benefit account to a new carrier.

This form is to be completed when an applicant wishes to identify a beneficiary with a per stirpes designation.

This form allows you to use Security Benefit’s secure plan sponsor website to access plan and plan participant related information and perform online tasks.