Fixed Annuity

Incoming Funds Request for Choice Annuity

Use this form to transfer funds from your current carrier to Security Benefit Life Insurance Company (SBL).

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 Benefit will send an acceptance letter to the carrier.
  5. If you are completing this form for a 403(b) or 403(b)(7) account/contract please contact your employer for any processing instructions the employer or third party administrator may require.
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

Incoming Funds Request for RateTrack® Annuity

Use this form to transfer funds from your current carrier to Security Benefit Life Insurance Company (SBL).

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 Benefit will send an acceptance letter to the carrier.
  5. If you are completing this form for a 403(b) or 403(b)(7) account/contract please contact your employer for and processing instructions the employer or third party administrator may require.
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 Foundations 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.
Fixed Index Annuity

Incoming Funds Request for Secure Income 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 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.

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

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.
Variable Annuity

Incoming Funds Request for AdvanceDesigns® Variable 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 Benefit will send an acceptance letter to the carrier.
  5.  If you are completing this form for a 403(b) or 403(b)(7) account/contract please contact your employer for any processing instructions the employer or third party administrator may require.
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 for AdvisorDesigns® Variable 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. The documents mentioned above should be mailed to one of the address below.
  5. Upon receiving this material, Security Benefit will send an acceptance letter to the carrier.
  6. If you are completing this form for a 403(b) or 403(b)(7) account/contract, please contact your employer for any processing instructions the employer or third-party administrator may require.
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 Transfer for ClassicStrategies

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

Download

Please type or print. Complete all fields.

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 for EliteDesigns® Variable 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 Benefit will send an acceptance letter to the carrier.
  5. If you are completing this form for a 403(b) or 403(b)(7) account/contract please contact your employer for any processing instructions the employer or third party administrator may require.
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.