Service Forms

In completing your application or investment request, please clearly write the fund name listed below in the appropriate sections of each form.

This form gives authority to another person (“attorney in fact”) to act on your behalf for the Account Number identified This authorization must be on file with Security Benefit before we will activate this authority. 

Use this form to establish a loan. Please complete the entire form. This transaction will be processed as of the valuation date
Security Benefit receives all required paperwork.

For applying for a loan, selecting your repayment frequency, applying to make payments electronically via Electronic Funds Transfer (EFT), or selecting your Loan Disbursement Method.

Use this form to establish a loan on your retirement account.

For changing the name and/or address of the existing Annuitant/Participant, Beneficiary(ies), Owner, or Joint Owner of the Contract.

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

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