Electronic Bank Information for Custodial Account
Use this form to activate or update electronic banking.
- Download
You must sign in to access this content. Please sign in with your username and password.
Sign In
Service Forms
I want to...
Outgoing Funds Request for Annuity Contracts - 1035 EXCHANGE / ROLLOVER / TRANSFER eFORM
Use this form to transfer funds from Security Benefit to a new carrier.
- Download
You must sign in to access this content. Please sign in with your username and password.
Sign In
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