Frequently Asked Questions

My Security Benefit app

As a financial professional, can I see my current book of business using the mobile app?

If you have a personal mutual fund retirement account with Security Benefit (such as a 401(k) or IRA), you will have access to the view your account information on the mobile app.

Read More: If you have a personal mutual fund retirement account with Security Benefit (such as a 401(k) or IRA), you will have access to the view your account information on the mobile app. However, if you need to view your book of business for your practice, please continue to sign in to SecurityBenefit.com.

Financial Professionals

Can a delegate act for more than one financial professional?

Delegates can support more than one financial professional using the same online account. Once a delegate has been established for one financial professional, other financial professionals can designate the same person to act as a delegate for their practice too.

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Financial professionals will enter the delegate's email address used by other financial professionals
Delegates will not need to register for each financial professional
Delegates can switch between rep profiles to support multiple books of business

Financial Professionals

How can a financial professional designate a delegate?

To set up a delegate, financial professionals will sign in to www.securitybenefit.com and:

Read More

To set up a delegate, financial professionals will sign in to www.securitybenefit.com and:

Choose Manage Delegates from the My Profile menu option
Enter the email address for their delegate; we strongly recommend an email address from the financial professional’s business
Click Add Delegate
Security Benefit will send an email to the delegate with instructions on how to register for access (email will be sent from do-not-reply@securitybenefit.com)

Note: the delegate email link will expire within 7 days after it’s sent.

Financial Professionals

How can I change beneficiary information?

To change a client's beneficiary information, please use the appropriate Non-Financial Change Form for a contractowner's annuity product (fixed, fixed index, or variable) or workplace retirement plan.

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Annuities	Workplace Plans
Complete the Non-Financial Change Form and mail to: Mailing Address: Security Benefit PO Box 750497 Topeka, KS 66675-0497 Overnight Mailing Address: Security Benefit Mail Zone 497 One Security Benefit Place Topeka, KS 66636-0001 Or Fax to: 785.368.1772	Complete the Non-Financial Change Form and mail to: Mailing Address: Security Benefit Retirement Plan Services P.O. Box 219141 Kansas City, MO 64121-9141 Overnight Mailing Address: Security Benefit Retirement Plan Services 430 W 7th Street STE 219141 Kansas City, MO 64105-1407 Or Fax to: 816.701.7626

Annuities

Workplace Plans

Complete the Non-Financial Change Form and mail to:

Mailing Address:

Security Benefit
PO Box 750497
Topeka, KS 66675-0497

Overnight Mailing Address:

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001

Or Fax to:
785.368.1772

Complete the Non-Financial Change Form and mail to:

Mailing Address:

Security Benefit Retirement Plan Services
P.O. Box 219141
Kansas City, MO 64121-9141

Overnight Mailing Address:

Security Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407

Or Fax to:
816.701.7626

Financial Professionals

How can I change client contact information?

To change a client's contact information, please use the appropriate Non-Financial Change Form for a client's annuity product (fixed, fixed index, or variable) or workplace retirement plan.

Read More

To change a client's contact information, please use the appropriate Non-Financial Change Form for a client's annuity product (fixed, fixed index, or variable) or workplace retirement plan.

Annuities	Workplace Solutions
Complete the Non-Financial Change Form and mail to: Mailing Address Security Benefit PO Box 750497 Topeka, KS 66675-0497 Overnight Mailing Address Security Benefit Mail Zone 497 One Security Benefit Place Topeka, KS 66636-0001 Or fax to 785.368.1772	Complete the Non-Financial Change Form and mail to: Mailing Address Security Benefit Retirement Plan Services P.O. Box 219141 Kansas City, MO 64121-9141 Overnight Mailing Address Security Benefit Retirement Plan Services 430 W 7th Street STE 219141 Kansas City, MO 64105-1407 Or fax to 816.701.7626

Annuities

Workplace Solutions

Complete the Non-Financial Change Form and mail to:

Mailing Address

Security Benefit
PO Box 750497
Topeka, KS 66675-0497

Overnight Mailing Address

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001

Or fax to
785.368.1772

Complete the Non-Financial Change Form and mail to:

Mailing Address

Security Benefit Retirement Plan Services
P.O. Box 219141
Kansas City, MO 64121-9141

Overnight Mailing Address

Security Benefit Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407

Or fax to
816.701.7626

Security Benefit Basics

How can I contact Security Benefit?

You can reach Security Benefit by calling 785.438.3000 or 800.888.2461, 8 a.m. to 7 p.m. (Eastern Time), Monday through Friday.

You can also contact us directly from the website by using our Contact Us form.

Read More

You can reach Security Benefit by calling 785.438.3000 or 800.888.2461, 8 a.m. to 7 p.m. (Eastern Time), Monday through Friday.

You can also contact us directly from the website by using our Contact Us form.

Financial Professionals

How Do I Access the Advisory Platform?

To access Security Benefit’s Advisory Platform, Click on Sign In from the top navigation.

Read More

To access Security Benefit’s Advisory Platform, Click on Sign In from the top navigation.

Advisory Platform - Financial Professionals

Complete the Sign In process by entering your registered Username and Password.

Advisory Platform - Sign In

Upon successful sign in, the Advisory Platform is available by Clicking on the Rep Resources navigation menu and selecting "Advisory Platform".

Advisory Platform - Rep Resources Menu

A dashboard representing the business will display. The Advisory Platform is accessible within the Left Navigation menu. Click on "Advisory Platform" to proceed to the web-based service.

Advisory Platform - Dashboard

Financial Professionals

How do I become appointed to sell Security Benefit products?

To get appointed and onboard to sell a Security Benefit fixed or variable annuity, start the process by completing a short questionnaire so we can learn more about you and what your

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To get appointed and onboard to sell a Security Benefit fixed or variable annuity, start the process by completing a short questionnaire so we can learn more about you and what your interests are. An application and instructions will be emailed to you.

For appointment through an Independent Marketing Organization, please call 888.361.5726, option 1.

Financial Professionals

How do I order sales materials?

You will be required to sign in with your SecurityBenefit.com online account before ordering any sales materials.

Order Sales Materials Here

You can also click on Rep Resources to access Sales Materials.

Read More

You will be required to sign in with your SecurityBenefit.com online account before ordering any sales materials.

Order Sales Materials Here

You can also click on Rep Resources to access Sales Materials.

Website Support

How do I upload a photo to ID.me using an iPhone?

ID.me will not accept photos taken in the Live photo mode. To upload a photo from your iPhone, you’ll need to temporarily adjust your settings.

When Live photo mode is on, it will look like this:

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ID.me will not accept photos taken in the Live photo mode. To upload a photo from your iPhone, you’ll need to temporarily adjust your settings.

When Live photo mode is on, it will look like this:

Live photo mode on

To temporarily turn off Live mode, tap the icon on the upper right corner of your camera. You should see an indicator that Live Mode is off. This will allow the picture to be taken in a JPEG format and can be uploaded into the ID.me platform. You can switch this setting to live mode once you've completed the process.

Live photo mode off