Incoming Funds Request for Workplace Retirement Plans (CS)

Incoming Funds Request for Workplace Retirement Plans (CS)

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

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Instructions

Complete the entire form. Please type or print.

 

  1. The Participant should complete this Incoming Funds Transfer form.
     
  2. Please contact your current carrier for any form requirements it may have for transferring money to another company.

    Note: If you are 70 ½ or older this year and are unemployed, the Required Minimum Distribution must be completed by the current carrier prior to requesting this transfer of funds.
     
  3. Obtain Signature Guarantee if required by your current carrier.
     
  4. Upon receiving this material Security Benefit will send this Incoming Fund Transfer Form, along with an acceptance letter to the carrier exchanging/transferring the assets.
     
  5. 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.
By Mail

Security Benefit
Retirement Plan Services
P.O. Box 750600
Topeka, KS 66675-0600
United States

Overnight Delivery

Security Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
866.477.6526
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Questions? Please call our National Service Center at 1.800.888.2461