Loan Application Agreement and Promissory Note for Custodial Account
Loan Application Agreement and Promissory Note for Custodial Account
Use this form to establish a loan. Please complete the entire form. This transaction will be processed as of the valuation date
Security Benefit receives all required paperwork.
Due to strict IRS regulations governing loans on your retirement account, we recommend that you evaluate your situation carefully and/
or consult with your tax advisor prior to entering into this loan agreement.
Note: If you are paying off an existing loan to issue another loan, the 2nd loan will not be issued for 10 business days following payoff of
the 1st loan.
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Instructions
Complete all fields. Please type or print.
To apply for a loan:
- 401(a), 401(k), 403(b)(7) ERISA Plans – Submit completed loan application and agreement to your Plan Sponsor for their signature.
- 401(a) Governmental, 403(b)(7) Voluntary, 457 Governmental Plans – Submit completed loan application and agreement directly to Security Benefit.
To receive additional information, you may contact your Financial Representative, call our Service Center at 1-800-747-3942 or visit our
website at www.securityretirement.com.DownloadBy MailSecurity Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United StatesOvernight DeliverySecurity Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United StatesBy FaxQuestions? Please call our National Service Center at 800.747.3942.