Service Forms

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Mutual Fund

Incoming Funds Request SecurePoint Retirement

Use this form to transfer funds from your current carrier to Security Benefit. Complete the entire form.

Download

Please print or type.

By Mail

Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
816.701.7626
Download
Questions? Please call our National Service Center at 800.747.3942.
Variable Annuity

Incoming Funds Transfer for NEA Valuebuilder® Future, Select, and Multi-Flex TSA

For transferring assets from your Current Carrier to a Security Benefit Annuity Contract.

Download
By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
785.368.1772
Download
For questions or assistance, please call 800.888.2461.
Mutual Fund | Variable Annuity | Other

Internal Exchange Statement and Agreement for Custodial Account

Use this form to transfer funds internally from one account to another. (This includes transferring assets from one employer plan to another employer plan).

Download
By Mail

Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
816.701.7626
Download
Questions? Please call our National Service Center at 800.747.3942.
Variable Annuity

Internal Exchange Statement and Agreement for NEA Valuebuilder® Future, Select and Multi-Flex

Use this form to transfer funds internally from one account to another. (This includes transferring assets from one employer
plan to another employer plan).

Download
Download
Fixed Index Annuity | Variable Annuity

Investment Advisor Authorization Clearline & EliteDesigns

Use this form to establish authority of your investment advisor.

Download

Please print or type.

By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
785.368.1772
Download
For questions or assistance, please call 800.888.2461.
Mutual Fund

Investment Advisor Authorization for Custodial Account

Use this form to establish authority for your investment advisor.

Download
By Mail

Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
816.701.7626
Download
Questions? Please call our National Service Center at 800.747.3942.
Mutual Fund

Investment Advisor Form for Custodial Account

Use this form to establish authority for your investment advisor.

Download

Complete all fields. Please type or print.

 

By Mail

Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
816.701.7626
Download
Questions? Please call our National Service Center at 800.747.3942.
Mutual Fund

Investment Fund List Advisor Program

In completing your application or investment request, please clearly write or choose the fund name listed below in the appropriate sections of each form.

Download

Please print or type.

By Mail

Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
816.701.7626
Download
Questions? Please call our National Service Center at 800.747.3942.
Variable Annuity

Investment Fund List for NEA Valuebuilder® Future and Select Annuities

Download
By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
785.368.1772
Download
For questions or assistance, please call 800.888.2461.
Variable Annuity

Investment Fund List for NEA Valuebuilder® Multi-Flex

The investment line-up for the NEA Valuebuilder Multi-Flex Annuity.

Download
By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
785.368.1772
Download
For questions or assistance, please call 800.888.2461.

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Account changes and requests