Estate planning at Security Benefit
How to protect 17 Security Benefit accounts — manage beneficiaries by phone, fund a trust by mail, and file death claims
Security Benefit, One SW Security Benefit Place, Topeka, KS 66636-0001
Security Benefit, One SW Security Benefit Place, Topeka, KS 66636-0001
Death Claims
Security Benefit, P.O. Box 750497, Topeka, KS 66675-0497
With 17 products relevant to estate planning, Security Benefit policyholders need to understand how beneficiary designations control where proceeds go. These designations override a will, so the names on file with Security Benefit are what determine who receives the death benefit.
Account holders can update their beneficiary designations at Security Benefit by mail and by phone. Accounts can also be linked to trusts through beneficiary designations to keep them out of probate entirely.
Security Benefit provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries by phone, fund a trust by mail, and review 17 account types at Security Benefit.
View details →When someone dies
Death claim process
5-step process, 7 required documents, and contact information for survivors.
View details →Frequently asked questions
Security Benefit offers several fixed index annuity products: Foundations Annuity (12 crediting strategies), ClearLine Annuity (no surrender charges, for RIAs), Strategic Growth Annuity (43 crediting options), Strategic Growth Plus Annuity (43 options with bonus), Strategic Growth 7 Annuity (42 options with 7-year surrender period), Total Value Annuity (up to 8% bonus, 10-year surrender period), and TopRidge Bonus Annuity (premium bonus, 13 crediting strategies). All provide index-linked growth potential with downside protection. Product availability varies by state.
Security Benefit offers four variable annuity products: EliteDesigns II Variable Annuity (designed for management by you or your registered investment adviser), EliteDesigns Variable Annuity, SecureDesigns Variable Annuity (featuring a DCA Plus 6-month Account), and Variflex Variable Annuity (with 40+ subaccount options from 15 investment managers). All are flexible purchase payment deferred variable annuities issued by Security Benefit Life Insurance Company and distributed by Security Distributors. Investment returns are not guaranteed.
Sources
Data sourced from Security Benefit primary sources (22 pages reviewed). How we research.
Security Benefit, One SW Security Benefit Place, Topeka, KS 66636-0001
Security Benefit, One SW Security Benefit Place, Topeka, KS 66636-0001
Death Claims
Security Benefit, P.O. Box 750497, Topeka, KS 66675-0497
Estate planning articles
Learn how to protect your Security Benefit accounts and other assets with trusts, beneficiary designations, and estate planning documents.
