Plan Sponsor Non-Financial Change Form for Custodial Account

Mutual Fund

Plan Sponsor Non-Financial Change Form for Custodial Account

This form allows you to use Security Benefit’s secure plan sponsor website to access plan and plan participant related information and perform online tasks. If the request is to add a web user that is not the plan administrator, this form must be signed by the plan administrator.

Download: Instructions

Complete the entire form. Please type or print.

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

Download

Questions? Please call our National Service Center at 800.747.3942.