Frequently Asked Questions
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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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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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.
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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.
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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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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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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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How can a financial professional designate a delegate?
To set up a delegate, financial professionals will sign in to www.securitybenefit.com and:
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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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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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