Mutual Fund | Variable Annuity | Other

Salary Reduction Agreement for Custodial Account

Use this form to set up contributions to your 457 or Tax Sheltered account from your paycheck. Please check with your employer to verify that this agreement meets your employer's requirements.

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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
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For questions or assistance, please call 800.747.3942
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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