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Security Benefit Advanced Choice Annuity Application Individual Single Purchase Payment Deferred Annuity Issued by Security Benefit Life Insurance Company. Questions? Call our National Service Center

How to fill out security benefit advanced choice

How to fill out security benefit advanced choice:

1. Start by obtaining the necessary forms from Security Benefit or their website. These forms can usually be downloaded or requested through mail.
2. Carefully read all the instructions provided with the forms. Make sure you understand the purpose of each section and what information is required.
3. Begin by filling out your personal details, such as your name, address, social security number, and contact information. Ensure that all the information is accurate and up to date.
4. Move on to the beneficiary section, where you will need to provide the names and contact information of the individuals who will receive the benefits in case of your passing. Specify their relationship to you as well.
5. Next, you will need to designate a Primary Physician Advisor (PPA). This is an important step as the PPA plays a crucial role in the management of your security benefit account.
6. Provide information about the distribution options you prefer. This includes selecting how frequently you want to receive payments, the method of payment (such as direct deposit or paper check), and any additional instructions regarding the distribution of funds.
7. In the investment allocation section, indicate how you would like your funds to be invested. This involves choosing from the available investment options provided by Security Benefit.
8. Finally, carefully review the completed form to ensure all the information is accurate and complete. Sign and date the form as required and submit it to Security Benefit as instructed.

Who needs security benefit advanced choice?

1. Individuals who are looking for a reliable and secure way to save for retirement.
2. Those who wish to have control over the distribution of their retirement funds.
3. People who want the flexibility to choose their own investment options and potential growth opportunities.
4. Individuals who value the option of having a Primary Physician Advisor to assist with managing their security benefit account.
5. Those who prioritize financial stability and peace of mind for themselves and their loved ones in the event of their passing.

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What is security benefit advanced choice?

Security benefit advanced choice is a form that allows individuals to choose advanced security benefits over traditional options.

Who is required to file security benefit advanced choice?

All eligible individuals who want to opt for advanced security benefits are required to file security benefit advanced choice.

How to fill out security benefit advanced choice?

To fill out security benefit advanced choice, individuals need to provide personal information, select their preferred security benefits options, and sign the form.

What is the purpose of security benefit advanced choice?

The purpose of security benefit advanced choice is to give individuals the opportunity to choose more advanced security benefits that better suit their needs.

What information must be reported on security benefit advanced choice?

Information such as name, contact details, social security number, preferred security benefits options, and signature must be reported on security benefit advanced choice.