Service Forms

Use this form to activate electronic services. Transactions may be requested via telephone, Internet, or other electronic means by the Owner and/or Financial Advisor based on instructions of the Owner.

For transferring assets internally from one Security Benefit Contract type to another Security Benefit product. For example, transfer assets from your 403(b) TSA to your 401(k) Account. Please read Transfer Procedures carefully.

This form gives the authority set forth in section 3 to another person ("attorney in fact") to act on your behalf for the Contract/Account Number identified below.

Use this form to establish a loan on your account.

For changing the name and/or address of the existing Annuitant/Participant, Beneficiary(ies), Owner, or Joint Owner of the Contract.

This form is to be completed when an applicant wishes to identify a beneficiary with a per stirpes designation.

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.