Mutual Fund | Other

Required Minimum Distribution (RMD) for Custodial Account

The Internal Revenue Service (IRS) requires individuals to begin receiving a Required Minimum Distribution (RMD) from qualified accounts(s) at 73. Upon attaining this age, it is your responsibility to request these distributions.

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Variable Annuity

Restricted Beneficiary Designation for Annuity Contract

This form should be used if you wish to place restrictions on the payout of your death benefit to your beneficiaries. This Beneficiary Designation supersedes any and all previous Beneficiary designations.

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Complete all information within each of the applicable sections. If incomplete, the form may be returned.

• Section 1 – You must complete the entire General Account Information section.
• Sections 2 and 3 – These sections allow you to designate up to two Primary Beneficiaries.
• Sections 4 and 5 – These sections allow you to designate up to two Contingent Beneficiaries.
• Section 6 – You must obtain all required signatures:
   – All Owners must sign the request.
   – If you are married and live in a Community Property State, your spouse must sign if he/she is not the primary beneficiary.
   – If the Owner is a Trust, the trustee(s) must sign the request.

By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
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For questions or assistance, please call 800.888.2461.
Variable Annuity | Mutual Fund

Salary Reduction Agreement for Annuity Contract

Use this form to set up or change contributions to your account from your paycheck.

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Please type or print.

Please check with your employer to verify that this agreement meets your employer’s requirements. You must complete sections 1, 5 and any of the following that apply:

  • Section 2 for 401(k)
  • Section 3 for 403(b)
  • Section 4 for 457
By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.
Mutual Fund | Variable Annuity | Other

Salary Reduction Agreement for Custodial Account

Use this form to set up contributions to your 457 or Tax Sheltered account from your paycheck. Please check with your employer to verify that this agreement meets your employer's requirements.

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By Mail

Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
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Questions? Please call our National Service Center at 800.747.3942.
Variable Annuity

Salary Reduction Agreement for NEA Valuebuilder® Future, Select and Multi-Flex

For the purchase of a 403(b) Annuity Contract (through Salary Reduction) to provide retirement benefits for the employee.

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By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.
Fixed Annuity | Variable Annuity | Fixed Index Annuity | Mutual Fund

Scheduled Systematic Withdrawal Request for Annuity Contract

Use this form to establish a Scheduled Systematic Withdrawal (SSW) from fixed annuities, fixed index annuities, and variable annuities (excludes Mutual of Omaha or NEA).

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Mutual Fund | Other

Scheduled Systematic Withdrawal Request for Custodial Account

Use this form to establish a Scheduled Systematic Withdrawal (SSW) mutual fund group retirement accounts.

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Variable Annuity

Scheduled Systematic Withdrawal Request for Mutual of Omaha/United of Omaha

Use this form to establish a Scheduled Systematic Withdrawal (SSW) mutual fund group retirement accounts.

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Variable Annuity

Scheduled Systematic Withdrawal Request for NEA Valuebuilder® Future, Select and Multi-Flex

Use this form to establish a Scheduled Systematic Withdrawal (SSW) mutual fund group retirement account

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Variable Annuity

SecureDesigns® DCA Plus

You may allocate all or part of your initial purchase payment to the DCA Plus Account.

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By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.