Service Forms

Variable Annuity

Annuitization Election of Options for NEA Valuebuilder® Future, Select and Multi-Flex

For annuitizing your contract, designating Annuity Life and Non-Life options and Secondary Payee information. Select your investment basis, method and frequency of the payout, and tax withholding information.

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

Asset Reallocation/Dollar Cost Averaging for NEA Valuebuilder® Future, Select and Multi-Flex

Asset Reallocation - Allows you to automatically transfer funds monthly, quarterly, semi-annually, or annually to maintain a specific percent allocation among your investment options.

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

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

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
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
Download
For questions or assistance, please call 800.888.2461.
Fixed Annuity | Fixed Index Annuity | Variable Annuity

CARES Act Annuity Request Form

The CARES Act was signed into law on March 27, 2020 to help provide economic relief to individuals impacted by the COVID-19 outbreak. Key provisions in the law impacting retirement plans include:

Download

You must sign in to access this content. Please sign in with your username and password.

Mutual Fund | Other

CARES Act Custodial Account Request Form

The CARES Act was signed into law on March 27, 2020 to help provide economic relief to individuals impacted by the COVID-19 outbreak. Key provisions in the law impacting retirement plans include:

Download

You must sign in to access this content. Please sign in with your username and password.

Variable Annuity

Contribution Information for NEA Valuebuilder® Future, Select and Multi-Flex

For changing the contribution amount of future payments, changing employer information and applying to make contributions automatically via Electronic Funds Transfer (EFT). Note: This is not the proper form to use to transfer funds.

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
Download
For questions or assistance, please call 800.888.2461.
Mutual Fund | Variable Annuity

Electronic Bank Information for Custodial Account

Use this form to activate or update electronic banking.

Download

Please type or print in black ink. Complete the entire form and please note the following:

  • Electronic Bank Deposit – Funds can be sent from your Security Benefit account to your bank account and arrive within 3 business days after the withdrawal.
  • Electronic Bank Withdrawals – Funds can only be drafted from your bank account to be deposited as a contribution into a Roth IRA or Traditional IRA. You may also request funds to be withdrawn to make loan payments. Loan payments must be for an amount equal to your scheduled loan payment. Deposits to your Security Benefit account will be allocated according to the future allocations on file. Additional deposits must meet specified product minimums.
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
Download
For questions or assistance, please call 800.747.3942
Variable Annuity

Electronic Transfer Authorization for NEA Valuebuilder® Select, Future and Multi-Flex

For establishing the privilege to make changes to your contract via telephone. With this option you can submit an exchange between funds and change your future allocations.

Download
Download
Mutual Fund

Fund Investment Options Sheet for Advisor Retirement Program

This form lists the investment line-up for Advisor Retirement Program.

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
Download
For questions or assistance, please call 800.747.3942

Account changes and requests