Security Benefit

 

Participants Plan Sponsors About Security Benefit

SFR Program 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 investment options.
Change Investment Allocations Use this form to modify your existing and/or future investment allocations. This includes a one time re-balance and/or a transfer of Contract Value between investment options. 
Dollar Cost Averaging Use this form to request periodic exchanges from one investment option to one or more investment options. 
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 Use this form to activate or update electronic bank deposits/withdrawals.
Fund Investment Options Sheet This form lists the investment line-up for SFR. It must accompany your application, the Asset Reallocation, Change Investment Allocation, Dollar Cost Averaging, and the Incoming Funds Transfer-Rollover forms.
Incoming Funds Transfer Use this form to transfer funds from your current carrier to Security Benefit. 
Investment Advisor Authorization Use this form to establish authority for your investment advisor.
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).
Limited Power of Attorney This form gives authority to another person ("attorney in fact") to act on your behalf for the Contract/Account Number identified.
Retirement Plan Loan Application, Agreement and Promissory Note Use this form to establish a loan on your retirement account.
Non-Financial Change
(Name, Address, Beneficiary, etc.)
Use this form to modify or change information regarding the roles on your account: Owner, Joint Owner, Annuitant and/or Beneficiary name and/or address change.
Proof of Death This form is to be completed in order to claim proceeds payable upon death. A separate Proof of Death form should be completed and signed by each beneficiary.
Required Minimum Distribution The Internal Revenue Service ("IRS") requires individuals to begin receiving a Required Minimum Distribution ("RMD") from qualified account(s) at 70 ½. Upon attaining this age, it is your responsibility to request these distributions. Use this form to request an RMD.
Salary Reduction Agreement Use this form to set up contributions to your 457 or Tax Sheltered account from your paycheck. Please check with your employer to verify that this agreement meets your employer's requirements.
Scheduled Systematic Withdrawal Use this form to establish or change a Scheduled Systematic Withdrawal.

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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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