Fixed Index Annuity

Account Value Reallocation Request for ClearLine Annuity

Use this form to allocate Account Value among the Fixed Account and Index Accounts.

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If you would like to make changes to your allocations, this form must be received within 10 days after your Contract Anniversary date for the changes to take effect. Please type or print.

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

Account Value Reallocation Request for Strategic Growth Annuity

Use this form to allocate Account Value among the Fixed Account and Index Accounts.

Download

Complete the entire form. Please type or print.

  1. The Owner should complete this Incoming Funds Request form and any applicable state-required replacement forms.
  2. Please contact your current carrier for any requirements it may have for transferring money to another company.
  3. Obtain Signature Guarantee if required by your current carrier.
  4. Upon receiving this material Security Benefit will send an acceptance letter to the carrier.
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

Account Value Reallocation Request for Strategic Growth Plus Annuity

Use this form to allocate Account Value among the Fixed Account and Index Accounts.

Download

Complete the entire form. Please type or print.

  1. The Owner should complete this Incoming Funds Request form and any applicable state-required replacement forms.
  2. Please contact your current carrier for any requirements it may have for transferring money to another company.
  3. Obtain Signature Guarantee if required by your current carrier.
  4. Upon receiving this material Security Benefit will send an acceptance letter to the carrier.
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

Account Value Reallocation Request for Total Value Annuity

Use this form to allocate Account Value among the Fixed Account and Index Accounts. 

Download
  • Please complete all sections. Use this form to reallocate Account Value among the Fixed Account and Index Accounts.
     
  • If you would like to make changes to your allocations, this form must be received within 21 days after your Contract Anniversary date for the changes to take effect.
     
  • Please type or print.
Download
Fixed Index Annuity

Account Value Transfer Request for Foundations Annuity

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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

Account Value Transfer Request Select Benefit Annuity

Please complete all sections. Use this form to reallocate Account Value among the Fixed Account and Index Accounts.

Download

Please print or type.

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 | 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.

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

Annuitization for Fixed Annuity

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.
Fixed Index Annuity

Annuity Comparison for Annuity Contract

Complete one Annuity Comparison form for each annuity being replaced. Please complete all information. If a category does not apply, please mark as N/A. Any incomplete forms will be returned.
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:

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