Proof of Death for Custodial Account
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.
- Download
-
Please type or print in black ink. A separate Proof of Death form should be completed and signed by each beneficiary.
Although the Company reserves the right to require or obtain further information, the following is required:
- Proof of Death Form
- Death Certificate
- Consular Report of Death of a U.S. Citizen Abroad (if the deceased died in a foreign country)
- Notice of Name Change
DownloadBy MailSecurity Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United StatesOvernight DeliverySecurity Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United StatesBy FaxQuestions? Please call our National Service Center at 800.747.3942. - Proof of Death Form