Other

Employee Change Notification for Healthcare Reimbursement Account

Use this form to change employee status. Complete this form and enclose it with your payroll for any new employees not listed or terminated since the last contribution list.

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By Mail

Security Benefit
Retirement Plan Services
P.O. Box 750600
Topeka, KS 66675-0600
United States

Overnight Delivery

Security Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
Questions? Please call our National Service Center at 1.800.888.2461
Other

Employee Enrollment for Healthcare Reimbursement Account

Use this form to establish a new Healthcare Reimbursement Account. Provide your employer a copy of this form.

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By Mail

Security Benefit
Retirement Plan Services
P.O. Box 750600
Topeka, KS 66675-0600
United States

Overnight Delivery

Security Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
Questions? Please call our National Service Center at 1.800.888.2461
Mutual Fund

Employer Data Request for Custodial Account

Use this form to authorize SBL Holdings (SBLH), or its subsidiaries (“Security Benefit”), to initiate periodic electronic transactions to/from the Employer’s bank account as indicated on this form, to reflect the Employer’s Plan contribution liabi

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Complete all fields. 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.
Other

Employer Information for Healthcare Reimbursement Account

Use this form for each employee group adopting the Security Benefit Group Healthcare Reimbursement Account (HRA).

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By Mail

Security Benefit
Retirement Plan Services
P.O. Box 750600
Topeka, KS 66675-0600
United States

Overnight Delivery

Security Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
Questions? Please call our National Service Center at 1.800.888.2461
Fixed Index Annuity

Financial Inventory for Annuity Contract

This form is not required to be submitted with an Application.

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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 Index Annuity

Hierarchy Information for Annuity Contract

Complete the hierarchy information for each agent contracting with Security Benefit Life Insurance Company (SBL). This sheet must accompany all new contracting agreements. List all hierarchy levels including the agent/agency.

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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 Index Annuity

Home Healthcare Doubler Request for Annuity Contract

This form must accompany any request for the Home Healthcare Doubler and be fully completed and signed by both the owner and authorized physician.

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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 Index Annuity

Income Election Form for ClearLine Annuity

This form is used to request Annual Income payments under the Rising Income Rider of your Contract.
Refer to the Guide to Understanding the Income Election Form for additional details.

Note the following:

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Please type or print.

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Mutual Fund

Incoming Funds Request Advisor Program

Use this form to transfer funds from your current carrier to Security Benefit. Complete the entire form.

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Please print or type.

By Mail

Security Benefit
Retirement Plan Services
P.O. Box 750600
Topeka, KS 66675-0600
United States

Overnight Delivery

Security Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
Questions? Please call our National Service Center at 1.800.888.2461
Mutual Fund

Incoming Funds Request for Custodial Account

Use this form to transfer funds from your current carrier to Security Benefit.

Download
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.