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NEA Valuebuilder® Mutual Fund TSA (403(b)(7) & 457) Forms

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

Form Description
Asset Reallocation 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 Sheet.
Electronic Authorization For establishing the privilege to make changes to your contract via telephone. With this option you can submit an exchange between funds and change your future allocations.
Electronic Bank Information For changing your bank information on your loan payments.
Fund Investment Options Sheet 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 Account to your NEA Valuebuilder Mutual Fund TSA.Must be accompanied by the Fund Investment Options Sheet.
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, Agreement and Promissory Note For applying for a loan. 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 address/name of the Owner or changing the Primary and/or Contingent beneficiaries.
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 For establishing your RMD, selecting your Federal withholding options and the frequency of payments.
Salary Reduction Agreement For changing the amount of future contributions to your tax sheltered account. This form must be given to your employer.
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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