Service Forms

Variable Annuity

Asset Reallocation AdvisorDesigns

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options. Complete the entire form.

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Please print or type.

By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.
Variable Annuity

Change Investment Allocation AdvisorDesigns

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.

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You must complete sections 1, 2, 5 and any of the following that apply:

  • Future Allocation Change and/or Current Investment Allocation Change – Section 3
  • Exchange of Investment Value – Section 4

Restrictions may apply; refer to your Prospectus.

By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.
Variable Annuity

Dollar Cost Averaging AdvisorDesigns

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

Download

Please print or type.

By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.
Variable Annuity

Vantage Limited Power of Attorney

For use with Vantage only. This form gives authority to another person ("attorney in fact") to act on your behalf for the Contract/Account Number identified below.

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Please type or print.

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Variable Annuity

Vantage Portfolio Election Change

For use with Vantage only. For changes to existing contracts only.

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Please complete this form and fax to Vantage Advisors, LLC at (919) 882-1026.

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