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AEA Valuebuilder (Alabama Education Association) Forms

For help on filling out the forms, please view the form completion instructions.

Form Description
Annuitization 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.
Asset Realocation Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options.
Change Investment Allocations Use this form to modify your existing and/or future investment allocations.
Dollar Cost Averaging Allows you to periodically exchange contract value from one investment option to one or more other options. You may select the option by which you would like funds transferred as well as select the transfer to occur monthly, quarterly, semi-annually or annually. Must be accompanied by the Fund Investment Options.
Electronic Bank Information For making electronic investments directly from your bank account to Security Benefit. Within in the form, you may select the amount you would like automatically invested and the frequency of the investments.
Fund Investment Options This form lists the investment line-up for AEA Valuebuilder. It must accompany the Asset Reallocation, Change Investment Allocations, Dollar Cost Averaging, and the Incoming Funds Transfer-Rollover form.
Incoming Funds Transfer-Rollover For transferring assets from your Current Carrier to a Security Benefit Annuity Contract. Must be accompanied by the Fund Investment Options.
Internal Exchange Statement and Agreement Use this form to transfer funds internally from one account to another. (This includes transferring assets from one employer plan to another employer plan).
Retirement Plan Loan Application and Agreement For applying for a loan, selecting your repayment frequency, applying to make payments electronically via Electronic Funds Transfer (EFT), or selecting your Loan Disbursement Method.Please read the most commonly asked questions on the last two pages of the form.Note:The loan amount available to you is dependent on your contract value.
Non-Financial Change
(Name, Address, Beneficiary, etc.)
For changing the name and/or address of the existing Annuitant/Participant, Owner of the Contract or changing the primary and/or contingent beneficiary(ies).
Proof of Death For selecting how to handle proceeds, applying to receive payments electronically via Electronic Funds Transfer (EFT), and selecting Federal income tax options.Note:Every beneficiary is required to complete his or her own form in the case of a death benefit.
Required Minimum Distribution The Internal Revenue Service (IRS) requires individuals to begin receiving a Required Minimum Distribution (RMD) from qualified accounts(s) at 70. Upon attaining this age, it is your responsibility to request these distributions. Use this form to request an RMD.
Salary Reduction Agreement For the purchase of a 403(b) Annuity Contract (through Salary Reduction) to provide retirement benefits for the employee.
Scheduled Systematic Withdrawal For adding or changing Scheduled Systematic Withdrawal options. Select your mode of payment, Federal income tax options, and apply to receive payments electronically through Electronic Funds Transfer (EFT).

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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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