Service Forms

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.

For applying for a loan, selecting your repayment frequency, applying to make payments electronically via Electronic Funds Transfer (EFT), or selecting your Loan Disbursement Method.

Use this form to establish a loan on your account.

Use this form to establish a loan on your retirement account.

For changing the name and/or address of the existing Annuitant/Participant, Beneficiary(ies), Owner, or Joint Owner of the Contract.

For changing the name and/or address of the existing Annuitant/Participant, Beneficiary(ies), Owner, or Joint Owner of the Contract.

For changing the name and/or address of the existing participant or IRS eligible dependent. 

Use this form whenever an applicant applies for an annuity in a state that is not his/her resident state.

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

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