Service Forms

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

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

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.

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.

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).

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

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.

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.