Service Forms
Incoming Funds Request Advisor Program
Use this form to transfer funds from your current carrier to Security Benefit. Complete the entire form.
- Download
-
Please print or type.
DownloadBy MailSecurity Benefit
Retirement Plan Services
P.O. Box 750600
Topeka, KS 66675-0600
United StatesOvernight DeliverySecurity Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxQuestions? Please call our National Service Center at 1.800.888.2461
Incoming Funds Request for Custodial Account
Use this form to transfer funds from your current carrier to Security Benefit.
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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.
Incoming Funds Request for RateTrack® Plus Annuity (RTP)
Use this form to transfer funds from another carrier to Security Benefit.
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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.
Incoming Funds Request for Texas Teachers Advisor Mutual Fund Program
Use this form for transferring assets from your Current Carrier to Security Benefit. Please refer to the most recent
- Download
-
DownloadBy Mail
Security Benefit
Retirement Plan Services
P.O. Box 750600
Topeka, KS 66675-0600
United StatesOvernight DeliverySecurity Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxQuestions? Please call our National Service Center at 1.800.888.2461
Incoming Funds Request for Valuebuilder® Mutual Fund TSA (403(b)(7) & 457)
For transferring assets from your Current Account to your NEA Valuebuilder® Mutual Fund TSA.
Must be accompanied by the Fund Investment Options Sheet.
- 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.
Incoming Funds Request for Workplace Retirement Plans (CS)
Use this form to transfer funds from your current carrier to Security Benefit.
- Download
-
Complete the entire form. Please type or print.
- The Participant should complete this Incoming Funds Transfer form.
- Please contact your current carrier for any form requirements it may have for transferring money to another company.
Note: If you are 70 ½ or older this year and are unemployed, the Required Minimum Distribution must be completed by the current carrier prior to requesting this transfer of funds.
- Obtain Signature Guarantee if required by your current carrier.
- Upon receiving this material Security Benefit will send this Incoming Fund Transfer Form, along with an acceptance letter to the carrier exchanging/transferring the assets.
- If you are completing this form for a 403(b) or 403(b)(7) account/contract please contact your employer for any processing instructions the employer or third party administrator may require.
DownloadBy MailSecurity Benefit
Retirement Plan Services
P.O. Box 750600
Topeka, KS 66675-0600
United StatesOvernight DeliverySecurity Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxQuestions? Please call our National Service Center at 1.800.888.2461 - The Participant should complete this Incoming Funds Transfer form.
Incoming Funds Request for Workplace Retirement Program for ERISA Plans (CS)
Use this form to transfer funds from your current carrier to Security Benefit.
- 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.
Incoming Funds Request for Workplace Retirement Program for Non ERISA Plans (CS)
Use this form to transfer funds from your current carrier to Security Benefit
- 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.
Incoming Funds Request SecurePoint Retirement
Use this form to transfer funds from your current carrier to Security Benefit. Complete the entire 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.
Incoming Funds Transfer for Mutual of Omaha/United of Omaha
- 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.