Mutual Fund | Other

Asset Reallocation for Custodial Account

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options.

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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
Questions? Please call our National Service Center at 800.747.3942.
Variable Annuity

Asset Reallocation for EliteDesigns® II Variable Annuity

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
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.
Other

Asset Reallocation for Group Healthcare Reimbursement Account

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options.

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By Mail

Security Benefit
Retirement Plan Services
P.O. Box 750600
Topeka, KS 66675-0600
United States

Overnight Delivery

Security Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
Questions? Please call our National Service Center at 1.800.888.2461
Other

Asset Reallocation for Healthcare Reimbursement Account

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options.

Download
By Mail

Security Benefit
Retirement Plan Services
P.O. Box 750600
Topeka, KS 66675-0600
United States

Overnight Delivery

Security Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
Questions? Please call our National Service Center at 1.800.888.2461
Variable Annuity

Asset Reallocation for Variflex Variable Annuity

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options. Asset reallocation is subject to the provisions of your Contract and the current Prospectus.

Download

Must be accompanied by the Fund Investment Options Sheet.

Complete the entire form. 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.
Variable Annuity

Asset Reallocation Security Benefit Advisor 403(b)

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options. Asset reallocation is subject to the provisions of your Contract and the current Prospectus.

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.
Variable Annuity

Asset Reallocation Variflex Variable Annuity

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options. Asset reallocation is subject to the provisions of your Contract and the current Prospectus.

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.
Variable Annuity

Asset Reallocation/Dollar Cost Averaging for ClassicStrategies Variable Annuity

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options.

Download

Complete all fields. 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.
Variable Annuity

Asset Reallocation/Dollar Cost Averaging for Mutual of Omaha/United of Omaha

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.
Variable Annuity

Asset Reallocation/Dollar Cost Averaging for NEA Valuebuilder® Future, Select and Multi-Flex

Asset Reallocation - Allows you to automatically transfer funds monthly, quarterly, semi-annually, or annually to maintain a specific percent allocation among your investment options.

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.