Service Forms

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

Annuitization for Annuity Contract

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.

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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 Index Annuity | Mutual Fund | Fixed Annuity | Variable Annuity | Other | VUL / SEB

Per Stirpes Designation

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

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 | Mutual Fund

Salary Reduction Agreement for Annuity Contract

Use this form to set up or change contributions to your account from your paycheck.

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Please type or print.

Please check with your employer to verify that this agreement meets your employer’s requirements. You must complete sections 1, 5 and any of the following that apply:

  • Section 2 for 401(k)
  • Section 3 for 403(b)
  • Section 4 for 457
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

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 | 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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Account changes and requests