Incoming Funds Request for Custodial Account

Mutual Fund

Incoming Funds Request for Custodial Account

Use this form to transfer funds from your current carrier to Security Benefit.

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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
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Questions? Please call our National Service Center at 800.747.3942.