Fixed Annuity | Variable Annuity | Fixed Index Annuity

Proof of Death for Annuity Contract

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.

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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 | Variable Annuity | Fixed Index Annuity

Required Minimum Distribution (RMD) for Annuity Contract

The Internal Revenue Service ("IRS") requires individuals to begin receiving a Required Minimum Distribution ("RMD") from qualified accounts(s) at 72. Upon attaining this age, it is your responsibility to request these distributions.

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Fixed Annuity | Variable Annuity | Fixed Index Annuity | Mutual Fund

Scheduled Systematic Withdrawal Request for Annuity Contract

Use this form to establish a Scheduled Systematic Withdrawal (SSW) from fixed annuities, fixed index annuities, and variable annuities (excludes Mutual of Omaha or NEA).

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Fixed Annuity | Variable Annuity | Fixed Index Annuity

Surrender Charge Waiver for Annuity Contract

For establishing privileges to withdraw funds from your contract without incurring a surrender charge penalty, such as for Nursing Home stay or a Terminal Illness diagnosis. Must meet requirements outlined on the form and in your 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
Download
For questions or assistance, please call 800.888.2461.
Fixed Annuity | Variable Annuity | Fixed Index Annuity | Mutual Fund

Withdrawal Request for Annuity Contract

Use this form to make a one-time withdrawal from fixed annuities, fixed indexed annuities, variable annuities (excludes Mutual of Omaha or NEA).

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