Other

Employee Enrollment for Healthcare Reimbursement Account

Use this form to establish a new Healthcare Reimbursement Account. Provide your employer a copy of this form.

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By Mail

Security Benefit
Retirement Plan Services
P.O. Box 750600
Topeka, KS 66675-0600
United States

Overnight Delivery

Security Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
Questions? Please call our National Service Center at 1.800.888.2461
Mutual Fund

Employer Data Request for Custodial Account

Use this form to authorize Security Benefit Corporation, or its subsidiaries (“Security Benefit”), to initiate periodic electronic transactions to/from the Employer’s bank account as indicated on this form, to reflect the Employer’s Plan cont

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Complete all fields. Please type or print.

 

By Mail

Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

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

By Fax
Download
Questions? Please call our National Service Center at 800.747.3942.
Other

Employer Information for Healthcare Reimbursement Account

Use this form for each employee group adopting the Security Benefit Group Healthcare Reimbursement Account (HRA).

Download
By Mail

Security Benefit
Retirement Plan Services
P.O. Box 750600
Topeka, KS 66675-0600
United States

Overnight Delivery

Security Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
Questions? Please call our National Service Center at 1.800.888.2461
Mutual Fund

Incoming Funds Request Advisor Program

Use this form to transfer funds from your current carrier to Security Benefit. Complete the entire form.

Download

Please print or type.

By Mail

Security Benefit
Retirement Plan Services
P.O. Box 750600
Topeka, KS 66675-0600
United States

Overnight Delivery

Security Benefit
Mail Zone 560
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
Questions? Please call our National Service Center at 1.800.888.2461
Mutual Fund

Incoming Funds Request for Custodial Account

Use this form to transfer funds from your current carrier to Security Benefit.

Download
By Mail

Security Benefit Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

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

By Fax
Download
Questions? Please call our National Service Center at 800.747.3942.