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Texas Teachers Advisor Mutual Fund 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 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.
Fund Investment Options (Quarterly Performance Sheet) This quarterly performance sheet lists the fund codes for the investment line-up for Security Benefit Advisor Mutual Fund Program. Use it when completing the Asset Reallocation, Change Investment Allocation, Dollar Cost Averaging, and the Incoming Funds Transfer-Rollover forms.
Incoming Funds Transfer-Rollover Use this form for transferring assets from your Current Carrier to Security Benefit. Please refer to the most recent quarterly performance sheet for the fund codes for the investment line-up for the Security Benefit Advisor Mutual Fund Program.
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).
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 For changing the amount of future contributions to your tax sheltered account. This form must be given to your employer.
Scheduled Systematic Withdrawal Use this form to establish or change a Scheduled Systematic Withdrawal.
Stretch 403(b)/403(b)(7) Beneficiary Designation Use this form to extend the duration of distributions to the beneficiaries you designate.

 


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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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