Service Forms

This form can be used to accomplish a FULL or a PARTIAL Exchange of policies pursuant to Internal Revenue Code (IRC) Section 1035.

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.

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.

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.

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.

Use this form to assign a Non-Qualified Contract/Policy (the "Contract") as collateral.

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

Must be accompanied by the Fund Investment Options Sheet.

Use this form to activate electronic services. Transactions may be requested via telephone, Internet, or other electronic means by the Owner and/or Financial Advisor based on instructions of the Owner.

For establishing the privilege to have payments made from your Security Benefit Contract directly to your Bank Account. This form works similar to the Electronic Funds Transfer form, it enables you to transfer funds electronically.

Use this form to establish the Scheduled Systematic Withdrawal (SSW) from your account, as required by the Internal
Revenue Service for beneficiary accounts.