Advisor Variable Annuity 403(b)
Advisor Variable Annuity 403(b)
Use this form to transfer funds from your current carrier to Security Benefit.
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Instructions
Must be accompanied by the Fund Investment Options Sheet.
Complete the entire form. Please type or print.
- The Owner should complete this Incoming Funds Request form and any applicable state-required replacement forms.
- Please contact your current carrier for any form requirements it may have for transferring money to another company.
- Obtain Signature Guarantee if required by your current carrier.
- This completed form and your current carrier’s form mentioned above should be mailed to the address provided below.
- Upon receiving this material Security Benefit will send a letter of acceptance to the carrier.
- If you are completing this form for a 403(b) or 403(b)(7) account/contract please contact your employer for any processing instructions the employer or third party administrator may require.
DownloadBy MailSecurity Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461. - The Owner should complete this Incoming Funds Request form and any applicable state-required replacement forms.