Annuitization Election of Option
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.
CARES Act Annuity Request Form
The CARES Act was signed into law on March 27, 2020 to help provide economic relief to individuals impacted by the COVID-19 outbreak.
Collateral Assignment
Use this form to assign a Non-Qualified Contract/Policy (the "Contract") as collateral.
Domestic Violence Confidential Communication
Form for victims of domestic violence in New York to submit a valid order of protection and request a confidential alternative means of communication. Use this form to provide an alternative address, telephone number or other method of contact.
Electronic Authorization
Use this form to activate electronic services such as telephone authorization. This authorization allows you to submit a one-time re-balance, an exchange between funds, change your future allocation and make address changes via the telephone.
Electronic Bank Information
For establishing the privilege to have payments made from your First Security Benefit Life Contract directly to your Bank Account. This form works similar to the Electronic Funds Transfer form, it enables you to transfer funds electronically.
Incoming Funds Transfer
For transferring assets from your Current Carrier to a First Security Benefit Life Annuity Contract.
Information Authorization
For replacing an existing life insurance policy or annuity contract with a First Security Benefit Life product.
Non-Financial Change (Change to name, address, beneficiary, etc.)
For changing the name and/or address of the existing Annuitant/Participant, Beneficiary(ies), Owner, or Joint Owner of the Contract.
One-Time Withdrawal
To make a one-time withdrawal from your account, please contact your Financial Representative or our Service Center (800.888.2461) to request a form.
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.
Reallocation of Assets
Use this form to indicate the guarantee period for a new allocation or to select the new guarantee period for reallocations.
Required Minimum Distribution
To add or change Required Minimum Distribution options, contact your Advisor or our Service Center (800.888.2461) to request a form.
Restricted Beneficiary Designation Form
This form should be used if you wish to place restrictions on the payout of your death benefit to your beneficiaries. This Beneficiary Designation supersedes any and all previous Beneficiary designations. Security Benefit suggests that you keep a copy of this form.
Scheduled Systematic Withdrawals
To add or change Scheduled Systematic Withdrawal options, contact your Financial Representative or our Service Center (800.888.2461) to request a form.
Surrender Charge Waiver
For establishing privileges to withdraw funds from your contract without incurring a surrender penalty. Must meet requirements outlined on the form and in your contract. This form must accompany any withdrawal form requested under the Hospital/Nursing Home Waiver Option.