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.

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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
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For questions or assistance, please call 800.747.3942