Service Forms

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 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 is to be completed when an applicant wishes to identify a beneficiary with a per stirpes designation.

This affidavit is to be used whenever no beneficiary was designated or no designated beneficiary survived the deceased.

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.

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.