Asset Reallocation for Custodial Account

Mutual Fund | Other

Asset Reallocation for Custodial Account

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options.

Download
By Mail

Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
816.701.7626
Download
Questions? Please call our National Service Center at 800.747.3942.