Service Forms
Advisor Variable Annuity 403(b)
Use this form to transfer funds from your current carrier to Security Benefit.
- Download
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Must be accompanied by the Fund Investment Options Sheet.
Complete the entire form. Please type or print.
- The Owner should complete this Incoming Funds Request form and any applicable state-required replacement forms.
- Please contact your current carrier for any form requirements it may have for transferring money to another company.
- Obtain Signature Guarantee if required by your current carrier.
- This completed form and your current carrier’s form mentioned above should be mailed to the address provided below.
- Upon receiving this material Security Benefit will send a letter of acceptance to the carrier.
- If you are completing this form for a 403(b) or 403(b)(7) account/contract please contact your employer for any processing instructions the employer or third party administrator may require.
DownloadBy MailSecurity Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461. - The Owner should complete this Incoming Funds Request form and any applicable state-required replacement forms.
Annuitization Election of Option for Mutual of Omaha/United of Omaha
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
-
DownloadBy Mail
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
Annuitization Election of Options for NEA Valuebuilder® Future, Select and Multi-Flex
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
-
DownloadBy Mail
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
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
-
DownloadBy Mail
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
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
-
DownloadBy Mail
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
Annuity Comparison for Annuity Contract
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-
DownloadBy Mail
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
Annuity Contract Withdrawal Request
Use this form to request a one-time withdrawal from your annuity account. Further, this form should be used when proceeds from a Non-Qualified contract are being used to fund a Brokerage account.
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Asset Reallocation AdvisorDesigns
Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options. Complete the entire form.
- Download
-
Please print or type.
DownloadBy MailSecurity Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
Asset Reallocation EliteDesigns®
Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options. Must be accompanied by the Fund Investment Options Sheet.
- Download
-
DownloadBy Mail
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
Asset Reallocation for AEA Valuebuilder® Program and NEA Valuebuilder® Variable Annuity TSA 403(b)
Use this form to automatically transfer account values to maintain a specific percentage allocation among your investment options.
- Download
-
Please type or print in black ink. Complete all fields.
DownloadBy MailSecurity Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United StatesOvernight DeliverySecurity Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United StatesBy FaxQuestions? Please call our National Service Center at 800.747.3942.