Service Forms

For transferring assets from your Current Carrier to a Security Benefit Annuity Contract.

Use this form to transfer funds internally from one account to another. (This includes transferring assets from one employer plan to another employer plan).

Use this form to transfer funds internally from one account to another. (This includes transferring assets from one employer
plan to another employer plan).

Use this form to establish authority of your investment advisor.

Use this form to establish authority for your investment advisor.

Use this form to establish authority for your investment advisor.

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.