Reallocation of Assets for Fixed Annuities
Reallocation of Assets for Fixed Annuities
Use this form to select the new guarantee period for reallocations. You must complete Sections 1 & 2. Please refer to the amount of your Contract Value that is available for reallocation.
- To reallocate the Contract Value in the One Year Renewal Guarantee Period, complete Option 1
- To reallocate the Contract Value in the same guarantee period, complete Option 2
- To reallocate the Contract Value per an allocation different from Option 1 & 2, complete Option 3
For owners of Advanced Choice contracts issued in Florida, please refer to the “AT THE END OF THE GUARANTEE PERIOD” provision of your contract for an explanation of the renewal options available to you.
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Instructions
Complete the entire form. Please type or print.
DownloadBy MailSecurity Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.