Incoming Funds Request for Workplace Retirement Program for ERISA Plans (CS)

Mutual Fund

Incoming Funds Request for Workplace Retirement Program for ERISA Plans (CS)

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.