Frequently Asked Questions

My Security Benefit app

As a financial professional, can I see my current book of business using the mobile app?

If you have a personal mutual fund retirement account with Security Benefit (such as a 401(k) or IRA), you will have access to the view your account information on the mobile app.

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My Security Benefit app

As a plan sponsor, can I see my plan participant information using the mobile app?

If you have a personal mutual fund retirement account with Security Benefit (such as a 401(k) or IRA), you will have access to the view your account information on the mobile app.

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My Security Benefit app

Can I create an account on the My Security Benefit app?

Individuals who have a retirement account with Security Benefit must create an an account on SecurityBenefit.com prior to accessing the My Security Benefit app.

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My Security Benefit app

Can I view all of my Security Benefit accounts using the mobile app?

Only mutual fund accounts such as IRAs, 403(b), 401(k), 457, SIMPLE IRAs, SEP IRAs, and workplace retirement plans can be viewed. Please note that annuity contract information is not viewable on our mobile app.

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My Security Benefit app

Can I view my statements on the My Security Benefit app?

No. Statements will only be available through mail or when you sign in to SecurityBenefit.com.

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My Security Benefit app

Do I need a username and password for the My Security Benefit app?

Yes. Sign in to our mobile app using the same username and password you use to sign in to SecurityBenefit.com.

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Financial Professionals

How can I change beneficiary information?

To change a client's beneficiary information, please use the appropriate Non-Financial Change Form for a contractowner's annuity product (fixed, fixed index, or variable) or workplace retirement plan.

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Financial Professionals

How can I change client contact information?

To change a client's contact information, please use the appropriate Non-Financial Change Form for a client's annuity product (fixed, fixed index, or variable) or workplace retirement plan.

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Employers

How can I change employee beneficiary information?

To change an employee's beneficiary information, please use the Non-Financial Change Form for a client's workplace retirement plan.

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Employers

How can I change employee contact information?

To change an employee's contact information, please use the appropriate Non-Financial Change Form for a client's annuity product (fixed, fixed index or variable) or workplace retirement plan.

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