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.

    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.

    Financial Professionals

    Can a delegate act for more than one financial professional?

    Delegates can support more than one financial professional using the same online account. Once a delegate has been established for one financial professional, other financial professionals can designate the same person to act as a delegate for their practice too.

    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 account on SecurityBenefit.com prior to accessing the My Security Benefit app.

    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.

    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.

    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.

    Financial Professionals

    How can a financial professional designate a delegate?

    To set up a delegate, financial professionals will sign in to www.securitybenefit.com and:

    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.

    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.