Outgoing Funds Request: Fill out & sign online

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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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