Service Forms

For transferring assets internally from one Security Benefit Contract type to another Security Benefit product. For example, transfer assets from your 403(b) TSA to your 401(k) Account. Please read Transfer Procedures carefully.

Use this form for cases over a million dollars.

The contract owner must complete the applicable sections of this form to begin receiving payments under the Income Rider of his/her contract.

For changing the name and/or address of the existing Annuitant/Participant, Beneficiary(ies), Owner, or Joint Owner of the Contract.

Use this form whenever an applicant applies for an annuity in a state that is not his/her resident state.

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

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.

This form allows a preliminary review for suitability and in no way eliminates the required suitability paperwork.

The Internal Revenue Service ("IRS") requires individuals to begin receiving a Required Minimum Distribution ("RMD") from qualified accounts(s) at 73. Upon attaining this age, it is your responsibility to request these distributions.

Use this form to establish a Scheduled Systematic Withdrawal (SSW) from fixed annuities, fixed index annuities, and variable annuities (excludes Mutual of Omaha or NEA).