Mutual Fund | Other

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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Mutual Fund | Other

Required Minimum Distribution (RMD) for Custodial Account

The Internal Revenue Service (IRS) requires individuals to begin receiving a Required Minimum Distribution (RMD) from qualified accounts(s) at 70½. Upon attaining this age, it is your responsibility to request these distributions.

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