Mutual Fund | Other

Outgoing Funds Request for Custodial Account

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

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Variable Annuity

Outgoing Funds Request for Mutual of Omaha/United of Omaha

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

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Fixed Index Annuity | Mutual Fund | Fixed Annuity | Variable Annuity | Other | VUL / SEB

Per Stirpes Designation

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

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By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.
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
Download
Questions? Please call our National Service Center at 800.747.3942.

Preference Beneficiary Affidavit for Annuity Contract

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

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Fixed Annuity | Variable Annuity | Fixed Index Annuity

Proof of Death for Annuity Contract

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.

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By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.
Mutual Fund | Variable Annuity | Other

Proof of Death for Custodial Account

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.

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Please type or print in black ink. A separate Proof of Death form should be completed and signed by each beneficiary.

Although the Company reserves the right to require or obtain further information, the following is required:

  1. Proof of Death Form
     
  2. Death Certificate
     
  3. Consular Report of Death of a U.S. Citizen Abroad (if the deceased died in a foreign country)
     
  4. Notice of Name Change
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
Download
Questions? Please call our National Service Center at 800.747.3942.
Variable Annuity

Proof of Death for Mutual of Omaha/United of Omaha

Download
By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.
Fixed Index Annuity

Proposed Contract Review for Annuity Contract

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

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By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.
Fixed Annuity

RateTrack Annuity Contract Internal Exchange Statement and Agreement

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.

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  1. Complete each section of this form prior to the time that a transfer of assets is requested. This agreement will prevent you from being in “constructive receipt” of the amount transferred.
  2. Complete and submit a Security Benefit application and any applicable state-required replacement forms.

Once all required paperwork is received, Security Benefit will establish a new contract/account and will process the withdrawal from the current contract. The valuation date will be determined as of the date all paperwork is received in good order.

By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.