Service Forms
Ready to submit a form? View by mail, by fax, and secure online file upload options.
Service Form | Description | Product(s) | Download |
|---|---|---|---|
| Asset Reallocation for SecureDesigns® Variable Annuity | Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options. | Variable Annuity | |
| Account Value Reallocation Request for ClearLine Annuity | Use this form to allocate Account Value among the Fixed Account and Index Accounts. | Fixed Index Annuity | |
| Account Value Reallocation Request for Strategic Growth Annuity | Use this form to allocate Account Value among the Fixed Account and Index Accounts. | Fixed Index Annuity | |
| Account Value Reallocation Request for Total Value Annuity | Use this form to allocate Account Value among the Fixed Account and Index Accounts. | Fixed Index Annuity | |
| Account Value Transfer Request for Foundations Annuity | Fixed Index Annuity | ||
| Annuitization Election of Option for Mutual of Omaha/United of Omaha | For annuitizing your contract, designating Annuity Life and Non-Life options and Secondary Payee information. Select your investment basis, method and frequency of the payout, and tax withholding information. | Variable Annuity | |
| Annuitization Election of Options for NEA Valuebuilder® Future, Select and Multi-Flex | For annuitizing your contract, designating Annuity Life and Non-Life options and Secondary Payee information. Select your investment basis, method and frequency of the payout, and tax withholding information. | Variable Annuity | |
| Annuitization for Annuity Contract | For annuitizing your contract, designating Annuity Life and Non-Life options and Secondary Payee information. Select your investment basis, method and frequency of the payout, and tax withholding information. | Fixed Annuity Fixed Index Annuity Mutual Fund Variable Annuity | |
| Annuity Comparison for Annuity Contract | Complete one Annuity Comparison form for each annuity being replaced. Please complete all information. | Fixed Index Annuity | |
| Annuity Contract Withdrawal Request | Use this form to request a one-time withdrawal from your annuity account. Further, this form should be used when proceeds from a Non-Qualified contract are being used to fund a Brokerage account. | Fixed Annuity Fixed Index Annuity Variable Annuity |
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How to Submit Your Completed Form
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Accepted for All Product Types
Secure File Upload
All Products
Online Upload
Security Benefit now offers the ability for our reps to upload annuity and mutual fund document files for new and existing clients online.
Product Specific Options
For Mutual Fund Custodial Products
By Mail
Mutual Fund Products
Address
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States
Overnight Delivery
Mutual Fund Products
Address
Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States
For Annuity Products
By Mail
Annuity Products
Address
Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States
Overnight Delivery
Annuity Products
Address
Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States
For questions or assistance, please call 800.888.2461.