Outgoing Funds Request for Custodial Account
Use this form to transfer funds from your Security Benefit account to a new carrier.
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Use this form to transfer funds from your Security Benefit account to a new carrier.
You must sign in to access this content. Please sign in with your username and password.
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Use this form to transfer funds from Security Benefit to a new carrier.
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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.
Complete the entire form. Please type or print.
Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States
Security Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States
This affidavit is to be used whenever no beneficiary was designated or no designated beneficiary survived the deceased.
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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.
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States
Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States
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.
Please type or print in black ink. A separate Proof of Death form should be completed and signed by each beneficiary.
Although the Company reserves the right to require or obtain further information, the following is required:
Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States
Security Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States
Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States
This form allows a preliminary review for suitability and in no way eliminates the required suitability paperwork.
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States
Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States
Use this form to transfer funds internally from an existing RateTrack® contract to another contract/account. This form and accompanying application can be submitted within 30 days of contract anniversary.
Once all required paperwork is received, Security Benefit will establish a new contract/account and will process the withdrawal from the current contract. The valuation date will be determined as of the date all paperwork is received in good order.
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States
Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States
Use this form to select the new guarantee period for reallocations. You must complete Sections 1 & 2. Please refer to the amount of your Contract Value that is available for reallocation.
Complete the entire form. Please type or print.
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States
Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States