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.
|Use this form to request a one-time withdrawal from your account.