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 automatically transfer account values to maintain a specific percentage allocation among your 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 contribut

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

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).

Use this form to establish authority for your investment advisor.