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Click ‘Get Form’ to open the Outgoing Funds Request form in the editor.
Begin by providing your General Account Information, including your Plan Number, Social Security Number, and Participant Name. Ensure all details are accurate.
Select your current Security Benefit Account Type by checking the appropriate box. This helps identify the type of account you are withdrawing from.
Indicate the Accepting Carrier Account Type for where you want to transfer your funds. Again, check the relevant option.
Fill in the Accepting Carrier Information, including Company Name, Mailing Address, and Phone Number.
If applicable, complete the Required Minimum Distribution section to ensure compliance with regulations regarding withdrawals.
Specify the Amount you wish to transfer and any distribution requirements that may apply.
Provide necessary signatures as indicated at the end of the form. Ensure all required parties sign 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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How do I get out of an annuity contract?

4 ways to get out of an annuity Pay the surrender charge. Most annuity companies allow you to cash out, or surrender, the contract for its current value, or withdraw a portion of the accumulated funds before income payments begin. Withdraw options. 1035 exchange. Sell a portion of your payments.

What is a security benefit annuity?

Security Benefit offers highly rated annuities. Its products include fixed, fixed index and variable annuities with income guarantees and tax-deferred growth. While these products include customizable riders and flexible withdrawals, buyers should understand all the fees and charges.

What is an annuity withdrawal?

Annuities offer tax-deferred growth, but taxes are eventually owed on withdrawals. Qualified annuities (pre-tax funds) are fully taxable upon withdrawal. Nonqualified annuities (after-tax funds) involve taxing earnings before original contributions.

What is an annuity withdrawal form?

Withdrawal request form (Qualified) Use this form to request a full surrender or a partial withdrawal from a qualified annuity contract.

How to withdraw money from security benefit?

You may model or request a loan by selecting the Model a Withdrawal option on the Loans Withdrawals tab. Enter your desired loan type, loan amount, payment frequency and payment choice. Please contact your financial representative or our Service Center at 800.747. 3942 to discuss your loan options further.

security benefit annuity withdrawal form

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