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Outgoing Funds Request

Outgoing Funds Request 2025

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The document is an Outgoing Funds Request form used to transfer funds from a Security Benefit account to a new carrier. It outlines the necessary steps, including completing the form, obtaining a Signature Guarantee for transfers over $25,000, and contacting the new carrier for specific requirements. The form requires personal information, account details, and signatures from both the account owner and the accepting carrier. Additional sections address required minimum distributions, types of transfers, withdrawal charges, and spousal consent where applicable.

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Versions	Form popularity	Fillable & printable
2015	4.8 Satisfied (174 Votes)
2012	4.4 Satisfied (439 Votes)
2011	4 Satisfied (45 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the phone number for the Security Benefit annuity?

You can reach Security Benefit by calling 785.438. 3000 or 800.888. 2461, 8 a.m. to 7 p.m. (Eastern Time), Monday through Friday. You can also contact us directly from the website by using our Contact Us form.

What is the meaning of outgoing funds?

money that a person or business has to spend regularly, rather than money that they earn or receive: a financial statement of income and outgoings. monthly/annual/regular outgoings.

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