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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Use this form to transfer funds from your Security Benefit account to a new carrier.
You must sign in to access this content. Please sign in with your username and password.
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Use this form to transfer funds from Security Benefit to a new carrier.
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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.
Complete the entire form. Please type or print.
Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States
Security Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States
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.
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:
Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States
Security Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States
For changing the name and/or address of the existing Annuitant/Participant, Owner of the Contract or changing the primary and/or contingent beneficiary(ies).
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States
Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States
Security Benefit
Retirement Plan Services
P.O. Box 750600
Topeka, KS 66675-0600
United States
Security Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United States
Use this form to request medical expense reimbursement following severance from employment.
For transferring funds from one account to another, completing a one-time Asset Re-balance, changing the allocation of future payments (Change of Future Allocation), or applying for Telephone Exchange Authorization, which allows you to exchange fu
Please print or type.
The Internal Revenue Service (IRS) requires individuals to begin receiving a Required Minimum Distribution (RMD) from qualified accounts(s) at 73. Upon attaining this age, it is your responsibility to request these distributions.
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Use this form to set up contributions to your 457 or Tax Sheltered account from your paycheck. Please check with your employer to verify that this agreement meets your employer's requirements.
Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States
Security Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States