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Thank you for taking the time to use our secure online enrollment platform to start your IRA. You will receive an email from DocuSign with a summary of your enrollment. Please retain this information for your records. We’re excited to assist you on your path To and Through Retirement® and will establish your account within 1-3 business days. At that time, we recommend some final steps to help you manage your retirement journey. |
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Next Steps to Consider
Access Your Account on Security Benefit or the Mobile App
Our online platform and mobile app give you 24/7 access to check your account activity, manage your investments, and track your investment returns. Our mobile app lets you earn rewards through simple courses that can help you with finances, physical, and mental health.*
- Create a profile on SecurityBenefit.com
- Download the Security Benefit app through the Apple Store or get it on Google Play
Rollover Assets Into Your New IRA
If you have assets in a previous retirement plan, you may want to transfer them to your new account by completing an Incoming Funds Request.
- Download and complete this Form
- Submit your completed form via fax or mail to:
Fax: 1-816-701-7626
Mailing Address:
Security Benefit Retirement Plan Services
P.O. Box 219141
Kansas City, MO 64121-9141
*Rewards provided by a third party.