Internal Exchange Statement and Agreement for Custodial Account

Mutual Fund | Variable Annuity | Other

Internal Exchange Statement and Agreement for Custodial Account

Use this form to transfer funds internally from one account to another. (This includes transferring assets from one employer plan to another employer plan).

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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.