Electronic Bank Information for Custodial Account
Use this form to activate or update electronic banking.
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Service Forms
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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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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:
- 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
P.O. Box 750600
Topeka, KS 66675-0600
United StatesOvernight DeliverySecurity Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxQuestions? Please call our National Service Center at 1.800.888.2461 - Proof of Death Form