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

Use this form to activate or update electronic banking.

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

Use this form to transfer funds internally from one account to another. (This includes transferring assets from one employer plan to another employer plan).

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.