Variable Annuity | Fixed Annuity | Fixed Index Annuity

Outgoing Funds Request for Annuity Contracts

Use this form to transfer funds from Security Benefit to a new carrier.

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Fixed Annuity | Fixed Index 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
Download
For questions or assistance, please call 800.888.2461.
Fixed Annuity | Fixed Index Annuity | Variable Annuity

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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Fixed Index Annuity

Incoming Funds Request for Foundations Annuity

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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 Index Annuity

Incoming Funds Request for Secure Income Annuity

Use this form to transfer funds from your current carrier to Security Benefit.

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Complete the entire form. Please type or print.

  1. The Owner should complete this Incoming Funds Request form and any applicable state-required replacement forms.
  2. Please contact your current carrier for any requirements it may have for transferring money to another company.
  3. Obtain Signature Guarantee if required by your current carrier.
  4. Upon receiving this material Security Benefit will send an acceptance letter to the carrier.
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 Index Annuity

Incoming Funds Request for Select Benefit Annuity

Use this form to transfer funds from your current product to Security Benefit.

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Complete the entire form. Please type or print.

  1. The Owner should complete this Incoming Funds Request form and any applicable state-required replacement forms.
  2. Please contact your current carrier for any requirements it may have for transferring money to another company.
  3. Obtain Signature Guarantee if required by your current carrier.
  4. Upon receiving this material Security Benefi t will send an acceptance letter to the carrier.
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 Index Annuity

Incoming Funds Request for Total Value Annuity

Use this form to transfer funds from your current carrier to Security Benefit.

Download

Complete the entire form. Please type or print.

  1. The Owner should complete this Incoming Funds Request form and any applicable state-required replacement forms.
  2. Please contact your current carrier for any requirements it may have for transferring money to another company.
  3. Obtain Signature Guarantee if required by your current carrier.
  4. Upon receiving this material Security Benefi t will send an acceptance letter to the carrier.
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 Index Annuity

Account Value Reallocation Request for Total Value Annuity

Use this form to allocate Account Value among the Fixed Account and Index Accounts. 

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  • Please complete all sections. Use this form to reallocate Account Value among the Fixed Account and Index Accounts.
     
  • If you would like to make changes to your allocations, this form must be received within 21 days after your Contract Anniversary date for the changes to take effect.
     
  • Please type or print.
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Fixed Index Annuity

Account Value Reallocation Request for ClearLine Annuity

Use this form to allocate Account Value among the Fixed Account and Index Accounts.

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If you would like to make changes to your allocations, this form must be received within 10 days after your Contract Anniversary date for the changes to take effect. Please type or print.

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 Index Annuity

Income Election Form for ClearLine Annuity

This form is used to request Annual Income payments under the Rising Income Rider of your Contract.
Refer to the Guide to Understanding the Income Election Form for additional details.

Note the following:

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Please type or print.

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