Service Forms
Incoming Funds Request SecurePoint Retirement
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.
DownloadBy MailSecurity Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United StatesOvernight DeliverySecurity Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United StatesBy FaxQuestions? Please call our National Service Center at 800.747.3942.
Incoming Funds Transfer for NEA Valuebuilder® Future, Select, and Multi-Flex TSA
For transferring assets from your Current Carrier to a Security Benefit Annuity Contract.
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DownloadBy Mail
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
Internal Exchange Statement and Agreement for Custodial Account
Use this form to transfer funds internally from one account to another. (This includes transferring assets from one employer plan to another employer plan).
- Download
-
DownloadBy Mail
Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United StatesOvernight DeliverySecurity Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United StatesBy FaxQuestions? Please call our National Service Center at 800.747.3942.
Internal Exchange Statement and Agreement for NEA Valuebuilder® Future, Select and Multi-Flex
Use this form to transfer funds internally from one account to another. (This includes transferring assets from one employer
plan to another employer plan).
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- Download
Investment Advisor Authorization Clearline & EliteDesigns
Use this form to establish authority of your investment advisor.
- Download
-
Please print or type.
DownloadBy MailSecurity Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
Investment Advisor Authorization for Custodial Account
Use this form to establish authority for your investment advisor.
- Download
-
DownloadBy Mail
Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United StatesOvernight DeliverySecurity Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United StatesBy FaxQuestions? Please call our National Service Center at 800.747.3942.
Investment Advisor Form for Custodial Account
Use this form to establish authority for your investment advisor.
- Download
-
Complete all fields. Please type or print.
DownloadBy MailSecurity Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United StatesOvernight DeliverySecurity Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United StatesBy FaxQuestions? Please call our National Service Center at 800.747.3942.
Investment Fund List Advisor Program
In completing your application or investment request, please clearly write or choose the fund name listed below in the appropriate sections of each form.
- Download
-
Please print or type.
DownloadBy MailSecurity Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United StatesOvernight DeliverySecurity Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United StatesBy FaxQuestions? Please call our National Service Center at 800.747.3942.
Investment Fund List for NEA Valuebuilder® Future and Select Annuities
- Download
-
DownloadBy Mail
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
Investment Fund List for NEA Valuebuilder® Multi-Flex
The investment line-up for the NEA Valuebuilder Multi-Flex Annuity.
- Download
-
DownloadBy Mail
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.