Outgoing Funds Request for Custodial Account
Use this form to transfer funds from your Security Benefit account to a new carrier.
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Service Forms
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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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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