Distribution Forms

Security Benefit makes it easy for you to access the service forms you need. Download and print all of the forms you need.

Required Minimum Distribution The Internal Revenue Service ("IRS") requires individuals to begin receiving a Required Minimum Distribution ("RMD") from qualified account(s) at age 70½. Upon attaining this age, it is the owner's responsibility to request these distributions. Use this form to request an RMD. Charges may apply to withdrawals. Charges may apply to withdrawals.
Scheduled Systematic Withdrawal Use this form to establish or change a Scheduled Systematic Withdrawal (SSW) from the contract owner's account.
Withdrawal Request Use this form to request a one-time withdrawal from your account.