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:

Download

You must sign in to access this content. Please sign in with your username and password.

Mutual Fund | Other

CARES Act Custodial Account 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:

Download

You must sign in to access this content. Please sign in with your username and password.

Fixed Annuity | Variable Annuity | Fixed Index Annuity

Non-Financial Change for Annuity Contract

For changing the name and/or address of the existing Annuitant/Participant, Beneficiary(ies), Owner, or Joint Owner of the 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.
Mutual Fund | Variable Annuity | Other

Non-Financial Change for Custodial Account

For changing the name and/or address of the existing Annuitant/Participant, Beneficiary(ies), Owner, or Joint Owner of the Contract.

Download

Please type or print in black ink. Complete all necessary fields and signatures.

By Mail

Security Benefit
Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit
Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
Download
For questions or assistance, please call 800.747.3942
Fixed Annuity | Fixed Index Annuity | Variable Annuity

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).

Download

You must sign in to access this content. Please sign in with your username and password.

Mutual Fund | Variable Annuity | Other

Scheduled Systematic Withdrawal Request for Custodial Account

Use this form to establish a Scheduled Systematic Withdrawal (SSW) mutual fund group retirement accounts.

Download

You must sign in to access this content. Please sign in with your username and password.

Fixed Annuity | Variable Annuity | Fixed Index Annuity

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).

Download

You must sign in to access this content. Please sign in with your username and password.

Mutual Fund | Variable Annuity | Other

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).

Download

You must sign in to access this content. Please sign in with your username and password.