Service Forms
Authorization for Automatic Deposits for NEA Valuebuilder® Future, Select and Multi-Flex
or establishing the privilege to have payments made from your Security Benefit Contract directly to your Bank Account. This form works similar to the Electronic Funds Transfer form, it enables you to transfer funds electronically.
- Download
-
DownloadBy Mail
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
Automatic Bank Draft for Mutual of Omaha/United of Omaha
- Download
-
DownloadBy Mail
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
Automatic Bank Draft for NEA Valuebuilder® Future, Select and Multi-Flex
For making electronic investments directly from your bank account to Security Benefit. Within in the form, you may select the amount you would like automatically invested and the frequency of the investments.
- Download
-
DownloadBy Mail
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
Change Investment Allocation AdvisorDesigns
Use this form to modify your existing and/or future investment allocations. This includes a one time re-balance and/or a transfer of Contract Value between investment options.
- Download
-
You must complete sections 1, 2, 5 and any of the following that apply:
- Future Allocation Change and/or Current Investment Allocation Change – Section 3
- Exchange of Investment Value – Section 4
Restrictions may apply; refer to your Prospectus.
DownloadBy MailSecurity Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
Change Investment Allocation EliteDesigns Variable Annuity
Use this form to modify your existing and/or future investment allocations. You must complete sections 1, 2, 5 and any of the following that apply:
- Download
-
Please type or print.
DownloadBy MailSecurity Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
Change Investment Allocation for AdvanceDesigns® Variable Annuity
Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options. Asset reallocation is subject to the provisions of your Contract and the current Prospectus.
- Download
-
Complete the entire form. Please type or print.
DownloadBy MailSecurity Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
Change Investment Allocation for Annuity Contract
Use this form to modify your existing and/or future investment allocations.
- Download
-
Must be accompanied by the Fund Investment Options Sheet.
Complete sections 1, 2, 5 and any of the following that apply:
- Future Allocation Change and/or Current Investment Allocation Change – Section 3
- Exchange of Investment Value – Section 4
Restrictions may apply; refer to your Prospectus. Please type or print.
DownloadBy MailSecurity Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
Change Investment Allocation for Custodial Account
Use this form to modify your existing and/or future investment allocations. This includes a one time re-balance and/or a transfer of Contract Value between investment options.
- Download
-
DownloadBy Mail
Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United StatesOvernight DeliverySecurity Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United StatesBy FaxQuestions? Please call our National Service Center at 800.747.3942.
Change Investment Allocation for EliteDesigns® II Variable Annuity
Use this form to modify your existing and/or future investment allocations. This includes a one time re-balance and/or a transfer of Contract Value between investment options.
- Download
-
DownloadBy Mail
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
Change Investment Allocation for Healthcare Reimbursement Account
Use this form to modify your existing and/or future investment allocations.
- Download
-
DownloadBy Mail
Security 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