Service Forms

I want to...

Mutual Fund

Plan Sponsor Non-Financial Change Form for Custodial Account

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.

Download

Complete the entire form. Please type or print.

By Mail

Security Benefit
Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit
Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
816.701.7626
Download
For questions or assistance, please call 800.747.3942

Product

Legacy Product

Other

Product type

Account changes and requests