Incoming Funds Request for Choice Annuity
Use this form to transfer funds from your current carrier to Security Benefit Life Insurance Company (SBL).
Complete the entire form. Please type or print.
- The Owner should complete this Incoming Funds Request form and any applicable state-required replacement forms.
- Please contact your current carrier for any requirements it may have for transferring money to another company.
- Obtain Signature Guarantee if required by your current carrier.
- Upon receiving this material Security Benefit will send an acceptance letter to the carrier.
- 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.
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight Delivery
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.