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Outgoing Funds Request 2026
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- Click ‘Get Form’ to open the Outgoing Funds Request in the editor.
- Begin by providing your General Account Information. Fill in your Contract/Account Number, Plan Number or Name, and personal details such as your name, mailing address, and Social Security Number.
- Indicate your current Security Benefit Account Type by checking the appropriate box for your account type and investment type.
- Next, provide Accepting Carrier Information. Enter the company name, mailing address, and account number of the new carrier.
- In the Accepting Carrier Signature section, ensure that a representative from the new carrier signs and dates the form.
- Complete any additional sections as required based on your specific situation, such as Required Minimum Distribution or Type of Transfer.
- Finally, review all information for accuracy before signing. Ensure all necessary signatures are obtained before submitting.
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