Variable Annuity | Fixed Annuity

Outgoing Funds Request for Annuity Contracts

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

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Mutual Fund | Other

Outgoing Funds Request for Custodial Account

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

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Variable Annuity

Outgoing Funds Request for Mutual of Omaha/United of Omaha

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

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Mutual Fund | Variable Annuity | Other

Scheduled Systematic Withdrawal Request for Custodial Account

Use this form to establish a Scheduled Systematic Withdrawal (SSW) mutual fund group retirement accounts.

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Mutual Fund | Variable Annuity | Other

Withdrawal Request for Custodial Account

Use this form to make a one-time withdrawal from mutual fund group retirement accounts (excludes Mutual of Omaha or NEA).

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