Resources - RateTrack® Annuity

For providing formal instruction from the Owner to Security Benefit Life that SBL should accept instructions from a third party to undertake certain actions of funds in certain Variable Annuity contracts.

Assignment of Policy as Collateral

For assigning or transferring over to an Assignee certain rights, title and interests of the policy as set forth by this document.

Non-Financial Change

For changing the name and/or address of the existing Annuitant/Participant, Beneficiary(ies), Owner or Joint Owner of the Contract.

Proof of Death

For choosing how to handle proceeds, applying to receive payments electronically via Electronic Funds Transfer (EFT) and selecting federal income tax options. Note: Every beneficiary is required to complete his or her own form in the case of a death benefit.

Incoming Funds Transfer

For transferring assets from your Current Carrier to a Security Benefit Annuity Contract.

Required Minimum Distribution

To add or change Required Minimum Distribution options, contact your Advisor or our Service Center (800.888.2461) to request a form.

Internal Exchange Statement and Agreement

For transferring assets internally from one Security Benefit Contract to another Security Benefit product (i.e., moving assets from your 403(b) TSA to your 401(k) Account. Please read Transfer Procedures carefully.

Please review these instructions before completing any of the forms online. The majority of our forms are designed in a fillable format so you may enter the required information online.

Select the form you wish to complete.
Enter the information into the fillable fields.
Save the form in a desired location on your computer.
Print a copy of the form.
Make sure you obtain all applicable signatures.
Return the form to Security Benefit for processing by mail or fax.

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
Fax: 785.368.1772

If you experience problems and need assistance, please call our Service Center at 800.888.2461.

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Product is not available in New York.

Security Benefit Life Insurance Company is not a fiduciary and the information provided is not intended to be investment advice. This information is general in nature and intended for use with the general public. For additional information, including any specific advice or recommendations, please visit with your financial professional.

Guarantees provided by annuities are subject to the financial strength of the issuing insurance company. Annuities are not FDIC or NCUA/NCUSIF insured; are not obligations or deposits of and are not guaranteed or underwritten by any bank, savings and loan, or credit union or its affiliates; and are unrelated to and not a condition of the provision or term of any banking service or activity.

The Security Benefit RateTrack^® Annuity, form ICC15 5300 (12-15) and 5300 (12-15), a single premium deferred fixed annuity, is issued by Security Benefit Life Insurance Company. Product features, limitations, and availability vary by state.

The 3 Month ICE LIBOR USD Rate is anticipated to be discontinued. In connection with such event, SBL will substitute a comparable index interest rate for the 3 Month ICE LIBOR USD Rate and may adjust the Guarantee Period Base Rate.

ICE BENCHMARK ADMINISTRATION LIMITED MAKES NO WARRANTY, EXPRESS OR IMPLIED, EITHER AS TO THE RESULTS TO BE OBTAINED FROM THE USE OF ICE LIBOR AND/OR THE FIGURE AT WHICH ICE LIBOR STANDS AT ANY PARTICULAR TIME ON ANY PARTICULAR DAY OR OTHERWISE.

ICE BENCHMARK ADMINISTRATION LIMITED MAKES NO EXPRESS OR IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE FOR USE WITH RESPECT TO SECURITY BENEFIT RATETRACK^® ANNUITY.

SB-10011-26 | Rev 2021-06-30