Service Forms

Mutual Fund

Investment Advisor Authorization for Custodial Account

Use this form to establish authority for your investment advisor.

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By Mail

Security Benefit
Retirement Plan Services
P.O. Box 750600
Topeka, KS 66675-0600
United States

Overnight Delivery

Security Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
Questions? Please call our National Service Center at 1.800.888.2461
Variable Annuity | Fixed Annuity

Outgoing Funds Request for Annuity Contracts - 1035 EXCHANGE / ROLLOVER / TRANSFER eFORM

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

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Mutual Fund | Variable Annuity | Other

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.

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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:

  1. Proof of Death Form
     
  2. Death Certificate
     
  3. Consular Report of Death of a U.S. Citizen Abroad (if the deceased died in a foreign country)
     
  4. Notice of Name Change
By Mail

Security Benefit
Retirement Plan Services
P.O. Box 750600
Topeka, KS 66675-0600
United States

Overnight Delivery

Security Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
Questions? Please call our National Service Center at 1.800.888.2461