Variable Annuity

Asset Reallocation Security Benefit Advisor 403(b)

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options. Asset reallocation is subject to the provisions of your Contract and the current Prospectus.

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Please print or type.

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

CARES Act Annuity Request Form

The CARES Act was signed into law on March 27, 2020 to help provide economic relief to individuals impacted by the COVID-19 outbreak. Key provisions in the law impacting retirement plans include:

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Variable Annuity

Change Investment Allocation Security Benefit Advisor 403 (b)

Use this form to modify your existing and/or future investment allocations. You must complete sections 1, 2, 5 and any of thefollowing that apply:

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Please print or type.

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
For questions or assistance, please call 800.888.2461.
Variable Annuity

Dollar Cost Averaging Security Benefit Advisor Variable Annuity

Use this form to request periodic exchanges from one investment option to one or more investment options. Dollar Cost Averaging is subject to the provisions of your Contract and the current Prospectus. Complete the entire form.

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Please print or type.

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

Electronic Authorization for Annuity Contract

Use this form to activate electronic services. Transactions may be requested via telephone, Internet, or other electronic means by the Owner and/or Financial Advisor based on instructions of the Owner.

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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 | Fixed Index Annuity | Variable Annuity

Electronic Bank Information for Annuity Contract

For establishing the privilege to have payments made from your Security Benefit Contract directly to your Bank Account. This form works similar to the Electronic Funds Transfer form, it enables you to transfer funds electronically.

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For transferring assets from your Current Carrier to a Security Benefit Annuity Contract.

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

Fund Investment Options Sheet for Security Benefit Advisor Variable Annuity 403(b)

This form lists the investment line up for Security Benefit Advisor 403(b) Program.

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

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

Incoming Funds Request Security Benefit Advisor Variable Annuity

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

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Please print or type.

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

Internal Exchange Statement and Agreement for Annuity Contract

For transferring assets internally from one Security Benefit Contract type to another Security Benefit product. For example, transfer assets from your 403(b) TSA to your 401(k) Account. Please read Transfer Procedures carefully.

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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.
Variable Annuity

Investment Advisor Authorization for Annuity Contract

Use this form to establish authority for your investment advisor.

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Complete the entire form. 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.