Get Security Benefits 32-77944-13 2012

Filling out the Security Benefits 32-77944-13 is a straightforward process that allows users to transfer funds from their Security Benefit account to a new carrier. This guide will provide step-by-step instructions to ensure you complete the form accurately and efficiently.

Follow the steps to complete the Security Benefits 32-77944-13 online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide general account information. Fill in your contract or account number, plan number or name if applicable, and the name of the owner or participant, including the mailing address, social security number or tax identification number, and daytime and home phone numbers.
3. Select your Security Benefit account type by checking the appropriate box corresponding to your current carrier type, such as 401(k), 403(b), Roth IRA, or others.
4. Indicate the new account type at the accepting carrier by checking the relevant box as per your new carrier’s requirements.
5. Provide accepting carrier information by filling in the company name, mailing address, and phone number.
6. Obtain the accepting carrier's signature, confirming their agreement to accept the transfer of proceeds.
7. If applicable, complete the required minimum distribution section to ensure compliance before the transfer.
8. Specify the type of transfer, exchange, or rollover you are executing based on the available options.
9. Complete the distribution requirements section, certifying that all necessary requirements have been met.
10. Indicate the amount you wish to transfer, whether it is the entire account or a specified amount.
11. Acknowledge any active loans on your account if you request a full withdrawal.
12. Provide the reason for the transfer, selecting all applicable options and adding any necessary details.
13. Acknowledge and certify the withdrawal charge and benefit acknowledgement if applicable, initialing the required amounts.
14. Sign the form, ensuring the correct signatures are obtained based on account type and any requirements for spousal consent.
15. If applicable, include employer or third-party administrator authorization and submit the completed form to Security Benefit.
16. Once all fields are properly filled, save your changes, download, print, or share the form as necessary.

Complete your documents online today for a smooth and efficient transfer process.