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.

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

Other

Employer Information for Healthcare Reimbursement Account

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

Mutual Fund

Incoming Funds Request Advisor Program

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

Mutual Fund

Incoming Funds Request for Custodial Account

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

Product

Custom

Legacy Product

Other

Product type

Account changes and requests