Service Forms
Home Healthcare Doubler Request for Annuity Contract
This form must accompany any request for the Home Healthcare Doubler and be fully completed and signed by both the owner and authorized physician.
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Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
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.
Incoming Funds Request Advisor Program
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.
DownloadBy MailSecurity Benefit
Retirement Plan Services
P.O. Box 750600
Topeka, KS 66675-0600
United StatesOvernight DeliverySecurity Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxQuestions? Please call our National Service Center at 1.800.888.2461
Incoming Funds Request for Custodial Account
Use this form to transfer funds from your current carrier to Security Benefit.
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Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United StatesOvernight DeliverySecurity Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United StatesBy FaxQuestions? Please call our National Service Center at 800.747.3942.
Incoming Funds Request for Valuebuilder® Mutual Fund TSA (403(b)(7) & 457)
For transferring assets from your Current Account to your NEA Valuebuilder® Mutual Fund TSA.
Must be accompanied by the Fund Investment Options Sheet.
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DownloadBy Mail
Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United StatesOvernight DeliverySecurity Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United StatesBy FaxQuestions? Please call our National Service Center at 800.747.3942.
Incoming Funds Request for Workplace Retirement Program for ERISA Plans (CS)
Use this form to transfer funds from your current carrier to Security Benefit.
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DownloadBy Mail
Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United StatesOvernight DeliverySecurity Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United StatesBy FaxQuestions? Please call our National Service Center at 800.747.3942.
Incoming Funds Request for Workplace Retirement Program for Non ERISA Plans (CS)
Use this form to transfer funds from your current carrier to Security Benefit
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DownloadBy Mail
Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United StatesOvernight DeliverySecurity Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United StatesBy FaxQuestions? Please call our National Service Center at 800.747.3942.
Incoming Funds Request SecurePoint Retirement
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.
DownloadBy MailSecurity Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United StatesOvernight DeliverySecurity Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United StatesBy FaxQuestions? Please call our National Service Center at 800.747.3942.
Incoming Funds Transfer for Mutual of Omaha/United of Omaha
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Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.
Incoming Funds Transfer for NEA Valuebuilder® Future, Select, and Multi-Flex TSA
For transferring assets from your Current Carrier to a Security Benefit Annuity Contract.
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DownloadBy Mail
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United StatesOvernight DeliverySecurity Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United StatesBy FaxFor questions or assistance, please call 800.888.2461.