Service Forms

Variable Annuity | Fixed Annuity | Fixed Index Annuity

Outgoing Funds Request for Annuity Contracts

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

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Variable Annuity

Request for Transfer of Assets ClassicStrategies Variable Annuity

For transferring funds from one account to another, completing a one-time Asset Re-balance, changing the allocation of future payments (Change of Future Allocation), or applying for Telephone Exchange Authorization, which allows you to exchange fu

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