Security Benefit

Participants Plan Sponsors About Security Benefit

Form Completion Instructions

Please review these instructions prior to completing any of the forms online. The majority of our forms are designed in a fillable format so you may enter the required information online.

1. Select the form you wish to complete.

2. Enter the information into the fillable fields.

3. Save the form in a desired location on your computer.

4. Print a copy of the form.

5. Make sure you obtain all applicable signatures.

6. Return the form to Security Benefit for processing. You may mail or fax the form.

Security Benefit
P.O. Box 5596
Boston, MA 02205-5979

Fax to: 816.701.7626

If you experience problems and need assistance, please call our Service Center:

For SB Retirement Plans and Variable Annuities call 800.888.2461
For NEA Valuebuilder Retirement Program products call 800.NEA.VALU (800.632.8258)

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Services are offered through and securities distributed by Security Distributors, a subsidiary of Security Benefit Corporation (Security Benefit).

Security Benefit is a leading provider of retirement plan services throughout the nation, primarily in the education marketplace. Security Benefit offers trust account programs under 401(k) and 401(a) and under §401 of the Internal Revenue Code; voluntary custodial accounts under 403(b)(7) ERISA and 403(b)(7) of the Internal Revenue Code; §457 Governmental Programs; and trust account Top Hat programs under §457(g) of the Internal Revenue Code; and Voluntary Employees' Beneficiary Association (VEBA) trust programs qualified under Section 501(c)(9) of the Internal Revenue Code.

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