Variable Annuity

Authorization for Automatic Deposits for Mutual of Omaha/United of Omaha

Variable Annuity

Authorization for Automatic Deposits for NEA Valuebuilder® Future, Select and Multi-Flex

or establishing the privilege to have payments made from your Security Benefit Contract directly to your Bank Account. This form works similar to the Electronic Funds Transfer form, it enables you to transfer funds electronically.

Variable Annuity

Automatic Bank Draft for Mutual of Omaha/United of Omaha

Variable Annuity

Automatic Bank Draft for NEA Valuebuilder® Future, Select and Multi-Flex

For making electronic investments directly from your bank account to Security Benefit. Within in the form, you may select the amount you would like automatically invested and the frequency of the investments.

Variable Annuity

Change Investment Allocation AdvisorDesigns

Use this form to modify your existing and/or future investment allocations. This includes a one time re-balance and/or a transfer of Contract Value between investment options.

Variable Annuity

Change Investment Allocation EliteDesigns Variable Annuity

Use this form to modify your existing and/or future investment allocations. You must complete sections 1, 2, 5 and any of the following that apply:

Variable Annuity

Change Investment Allocation for AdvanceDesigns® Variable Annuity

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options. Asset reallocation is subject to the provisions of your Contract and the current Prospectus.

Variable Annuity | Mutual Fund

Change Investment Allocation for Annuity Contract

Use this form to modify your existing and/or future investment allocations. 

Mutual Fund | Variable Annuity | Other

Change Investment Allocation for Custodial Account

Use this form to modify your existing and/or future investment allocations. This includes a one time re-balance and/or a transfer of Contract Value between investment options.

Variable Annuity

Change Investment Allocation for EliteDesigns® II Variable Annuity

Use this form to modify your existing and/or future investment allocations. This includes a one time re-balance and/or a transfer of Contract Value between investment options.

Product

Custom

Legacy Product

Other

Product type

Tax code

Account changes and requests