Security benefit life insurance company forms

I want to...

  • make a withdrawal
  • transfer funds to a new carrier
  • change my contact information
  • update my beneficiaries
  • request a required minimum distribution (RMD)

Other

Asset Reallocation for Group Healthcare Reimbursement Account

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options.

Download

By Mail

Security Benefit
Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit
Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

Download

For questions or assistance, please call 800.747.3942

Other

Asset Reallocation for Healthcare Reimbursement Account

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options.

Download

By Mail

Security Benefit
Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit
Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

Download

For questions or assistance, please call 800.747.3942

Variable Annuity

Asset Reallocation for Variflex Variable Annuity

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.

Download

Must be accompanied by the Fund Investment Options Sheet.

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

Download

For questions or assistance, please call 800.888.2461.

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.

Download

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

Download

For questions or assistance, please call 800.888.2461.

Variable Annuity

Asset Reallocation Variflex Variable Annuity

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.

Download

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

Download

For questions or assistance, please call 800.888.2461.

Variable Annuity

Asset Reallocation/Dollar Cost Averaging for ClassicStrategies Variable Annuity

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options.

Download

Complete all fields. 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

Download

For questions or assistance, please call 800.888.2461.

Variable Annuity

Asset Reallocation/Dollar Cost Averaging for Mutual of Omaha/United of Omaha

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

Download

For questions or assistance, please call 800.888.2461.

Variable Annuity

Asset Reallocation/Dollar Cost Averaging for NEA Valuebuilder® Future, Select and Multi-Flex

Asset Reallocation - Allows you to automatically transfer funds monthly, quarterly, semi-annually, or annually to maintain a specific percent allocation among your investment options.

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

Download

For questions or assistance, please call 800.888.2461.

Variable Annuity

Authorization for Automatic Deposits for Mutual of Omaha/United of Omaha

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

Download

For questions or assistance, please call 800.888.2461.

Variable Annuity

Authorization for Automatic Deposits for NEA Valuebuilder® Future, Select and Multi-Flex

or 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.

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

Download

For questions or assistance, please call 800.888.2461.

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Legacy Product

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  • VA 3 Variable Annuity (Non-Qualified) (1)
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Other

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Tax code

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  • IRA (1)
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  • Roth IRA (1)
  • SEP IRA (rollover only) (1)