Service Forms
Authorization for Automatic Deposits for Mutual of Omaha/United of Omaha
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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.
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Automatic Bank Draft for Mutual of Omaha/United of Omaha
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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.
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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.
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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:
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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.
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Change Investment Allocation for Annuity Contract
Use this form to modify your existing and/or future investment allocations.
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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.
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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.
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