Service Forms

Use this form to transfer funds from your Security Benefit account to a new carrier.

Use this form to transfer funds from Security Benefit to a new carrier.

This form is to be completed when an applicant wishes to identify a beneficiary with a per stirpes designation.

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.

This affidavit is to be used whenever no beneficiary was designated or no designated beneficiary survived the deceased.

This form is to be completed in order to claim proceeds payable upon death. A separate Proof of Death form should be completed and signed by each beneficiary.

This form is to be completed in order to claim proceeds payable upon death. A separate Proof of Death form should be completed and signed by each beneficiary.

This form allows a preliminary review for suitability and in no way eliminates the required suitability paperwork.

Use this form to transfer funds internally from an existing RateTrack^® contract to another contract/account. This form and accompanying application can be submitted within 30 days of contract anniversary.