Service Forms

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 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 a loan. Please complete the entire form. This transaction will be processed as of the valuation date
Security Benefit receives all required paperwork.

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

Use this form to transfer funds from Security Benefit to a new carrier.

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.

The Internal Revenue Service (IRS) requires individuals to begin receiving a Required Minimum Distribution (RMD) from qualified accounts(s) at 72. Upon attaining this age, it is your responsibility to request these distributions.

Use this form to establish a Scheduled Systematic Withdrawal (SSW) mutual fund group retirement accounts.