Frequently Asked Questions

Website Support

What is multi-factor authentication?

Security Benefit requires multi-factor authentication (MFA) to help protect your online account by requiring a verification code entered by you before accessing your account from an unknown device. You are in charge of deciding how to receive your verification code whether it be by text mess

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Security Benefit requires multi-factor authentication (MFA) to help protect your online account by requiring a verification code entered by you before accessing your account from an unknown device. You are in charge of deciding how to receive your verification code whether it be by text message, email or voice call. Once you receive your verification code, enter it when asked to gain access to your account.

Security Benefit requires MFA to help protect your online account by:

  1. Establishing a password.
     
  2. Establishing a verification method (how you’d like to verify your sign on: text, email or call back). We recommend setting up more than one method.

When you sign in to SecurityBenefit.com with your username and password, you will then be asked to have a verification code sent by text, email or call back depending on the options you selected during your account set up.

Financial Professionals

Where can I find client account values?

To access client account values, click on Sign In from the top navigation.  

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To access client account values, click on Sign In from the top navigation.  

Security Benefit Homepage

 

Complete the sign in process by entering your registered Username and Password.
 

Sign In

 

Upon successful sign in, Client Accounts are available by clicking on Client Accounts located in the top navigation or within Quick Links.

 Financial Professionals Landing Page

 

A dashboard representing the business will display. If multiple product types exist, the Products can be filtered by selecting Product Type. Client Accounts can be searched upon by Client Name or Account Number.  

View Client Accounts

 

Client Accounts are also viewable by accessing the applicable links of the left navigation. All active accounts are viewable by selecting Annuity Contracts or Mutual Fund Custodial Accounts as determined by Product Type.  

Annuity Contracts


Once the Client’s account is located, clicking on the Contract Owner name line will display account specific details including month end account values, Transaction history, Future Allocations and Programs, Current Allocations, People Information, Documents and Online transactions if available.   

Client Account Dashboard
Financial Professionals

Where can I find client contract information?

Contracts are distributed through the United States mail service for annuity products. To view client contract information, click on Sign in from the top navigation.

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Contracts are distributed through the United States mail service for annuity products. To view client contract information, click on Sign in from the top navigation.

Security Benefit Homepage

 

Complete the Sign In process by entering your registered Username and Password.

Sign In

 

Upon successful sign in, client contracts are available by clicking on "Client Accounts" located in the top navigation or within Quick Links.

 Financial Professionals Landing Page

A dashboard representing the business will display. If multiple product types exist, the Products can be filtered by selecting Product Type. Client contracts can be searched upon by Client Name or Contract Number.  

 View Client Accounts

Client contact is also viewable by accessing the applicable links of the Left Navigation.  All active accounts are viewable by selecting Annuity Contracts by Product Type. 

Annuity Contracts

Once the Client’s contract is located, clicking on the Contract Owner name line will display account specific details including Month end account values, Transaction history, Future Allocations and Programs, Current Allocations, People Information, Documents and Online transactions if available.

View Account Information

Individuals

Where can I find forms?

You can also click on Resources in the navigation to access Service Forms.

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You can also click on Resources in the navigation to access Service Forms.

Individuals Home Page

Once you reach the service forms page, select your product from the list on the left sidebar to display all forms for your product.

Service Forms

For additional questions, please contact your financial professional or our Service Center at 800.888.2461, 8 a.m. to 7 p.m. (Eastern Time), Monday through Friday.

 

Financial Professionals

Where can I find forms?

You can also click on Resources in the navigation to access Service Forms.

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You can also click on Resources in the navigation to access Service Forms.

Financial Professionals landing page

Once you reach the service forms page, select a product from the list on the left sidebar to display all forms for your product.

Service Forms

Individuals

Where can I find information on the annuity I purchased?

Contracts are distributed through the United States mail service for annuity products. To view your account information, Click on Sign In from the top navigation.  

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Contracts are distributed through the United States mail service for annuity products. To view your account information, Click on Sign In from the top navigation.  

SecurityBenefit.com Homepage

Complete the Sign In process by entering your registered Username and Password.

Sign In

Upon successful sign in, your contract is available by clicking on View My Account located within the Quick Links box.  

Individuals Landing Page

A dashboard representing the business will display. If you have multiple accounts, they can be searched upon by Account Number. Clicking on the Account within My Account, will display Account details.

Client Details

My Account data will be displayed through organized information cards. Each card provides a small snapshot of data. Most cards can be expanded by clicking on the header title or selecting the applicable Left Navigation menu to display detailed data. 

My Account

For additional questions, please contact your financial professional or our Service Center at 785.438.3000 or 800.888.2461, 8 a.m. to 7 p.m. (Eastern Time), Monday through Friday.

Security Benefit Basics

Where can I find product performance information?

Click here to find product performance information.

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Click here to find product performance information.

My Security Benefit app

Where do I go to set up an account?

You need to set up your account on SecurityBenefit.com prior to accessing the My Security Benefit app. After that, you'll use that Username and Password to access your information with the My Security Benefit app.

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You need to set up your account on SecurityBenefit.com prior to accessing the My Security Benefit app. After that, you'll use that Username and Password to access your information with the My Security Benefit app.

Website Support

Which browsers does SecurityBenefit.com support?

SecurityBenefit.com supports the current version and previous versions of the following browsers.

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SecurityBenefit.com supports the current version and previous versions of the following browsers.

Website Support

Which mobile devices does SecurityBenefit.com support?

SecurityBenefit.com supports the current version and previous versions of iPhone and Android devices.

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SecurityBenefit.com supports the current version and previous versions of iPhone and Android devices.