Service Forms

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

For changing the name and/or address of the existing participant or IRS eligible dependent. 

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.

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).