Service Forms
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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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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Employer Information for Healthcare Reimbursement Account
Use this form for each employee group adopting the Security Benefit Group Healthcare Reimbursement Account (HRA).
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Incoming Funds Request Advisor Program
Use this form to transfer funds from your current carrier to Security Benefit. Complete the entire form.
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Incoming Funds Request for Custodial Account
Use this form to transfer funds from your current carrier to Security Benefit.
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