Mutual Fund

Investment Advisor Authorization for Custodial Account

Use this form to establish authority for your investment advisor.

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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
Download
Questions? Please call our National Service Center at 800.747.3942.
Mutual Fund

Investment Advisor Form for Custodial Account

Use this form to establish authority for your investment advisor.

Download

Complete all fields. Please type or print.

 

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
Download
Questions? Please call our National Service Center at 800.747.3942.
Mutual Fund

Investment Fund List Advisor Program

In completing your application or investment request, please clearly write or choose the fund name listed below in the appropriate sections of each form.

Download

Please print or type.

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

Investment Fund List for NEA Valuebuilder® Future and Select Annuities

Download
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.
Variable Annuity

Investment Fund List for NEA Valuebuilder® Multi-Flex

The investment line-up for the NEA Valuebuilder Multi-Flex Annuity.

Download
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

Investment Fund List SecurePoint Retirement

In completing your application or investment request, please clearly write the fund name listed below in the appropriate sections of each form.

Download

Please print or type.

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
Download
Questions? Please call our National Service Center at 800.747.3942.
Fixed Index Annuity

Large Case Review Questions

Use this form for cases over a million dollars.

Download
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.
Other

Letter of Medical Necessity for Security Flex 125 Program®

Download
By Mail

Security Benefit
Retirement Plan Services
P.O. Box 750600
Topeka, KS 66675-0600
United States

Overnight Delivery

Security Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
Questions? Please call our National Service Center at 1.800.888.2461
Variable Annuity

Life Withdrawal Request for Mutual of Omaha/United of Omaha

Use this form to make a one-time withdrawal for the Mutual of Omaha Life Insurance product.

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Fixed Index Annuity | Fixed Annuity

Lifetime Income Election for Annuity Contract

The contract owner must complete the applicable sections of this form to begin receiving payments under the Income Rider of his/her contract.

Download
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.