All articles ← Knowledge Base Are 1035 Exchanges tax-free? Can I contribute to both a traditional IRA and a Roth IRA in the same year? Can I internally surrender a defaulted loan? Can I sign up for paperless statements instead of getting them in the mail? Does your website require any browser add-ons? How can I change a client’s mailing address information? How can I change employee beneficiary information? How can I change my beneficiary information? How can I change my employee’s address? How can I change my mailing address? How can I change the email address associated with my account? How can I confirm if my financial representative is legitimate? How can I contact Security Benefit? How can I import information into Quicken? How can I learn more about Security Benefit? How can I purchase a Security Benefit fixed indexed annuity? How can I purchase a Security Benefit product? How can I purchase a Security Benefit product? How can interest continue to accrue on an amount that has already been taxed? How do I become appointed to sell Security Benefit products? How do I change a client's beneficiary information? How do I change my Systematic Withdrawal? How do I change the email address associated with my website registration? How do I know if my financial advisor is legitimate? How do I make a one-time withdrawal from my account? How do I order sales materials? How do I register for access to the SecurityBenefit.com website? How do I request a 401(k) enrollment package? How do I request a W9 form? How do I rollover an IRA? How long does it take for a withdrawal request to be complete? I am over age 70 1/2 and have begun RMD from my retirement plan. Can I contribute my RMD distributions to a Roth IRA? I am unable to see my fund online. When will it be available? I applied for a job with Security Benefit, job can I check the status of my application? I forgot my password. I forgot my user id. I had a loan default - my 1099-R has different amounts for gross (box 1) and taxable (box 2) and the principal amount of the loan. Why? I had a loan go into default this year. What does this mean to me? I have received my 1099-R, but not my 5498. I moved my IRA (or TSA) to an IRA (or TSA) with another company. Why didn't I get a 1099-R? In the event of death, if the request for minimum distribution has not been taken, who will be taxed? Is your website secure? What are my options for repaying the loan after it has gone into default? What are Premature Distributions? What are Reinvestments? What are Securities? What are Security Benefit’s business hours? What browsers does your website support? What happens when a Death Claim is processed on a TSA, which has active loan(s)? What is a Beneficiary? What is a Cash Surrender Value? What is a Death Benefit Guarantee? What is a Deferred Annuity? What is a Fiduciary? What is a Fixed Account? What is a Fixed Annuity? What is a Fixed Indexed Annuity? What is a Fixed Payout? What is a Fixed Period? What is a Future Value? What is a Guaranteed Investment Contract? What is a Guaranteed Minimum Interest Rate? What is a Principal? What is a Redemption Fee? What is a Required Minimum Distribution? What is a Variable Annuity? What is an Accumulation Period? What is an Annuitant? What is an Annuitization Date? What is an Annuitization? What is an Annuity Certain? What is an Annuity Contract? What is an Annuity Period? What is an Annuity? What is Automatic Asset Reallocation? What is Security Benefit's A.M. Best Rating? What is Security Benefit's S&P Rating? What is Security Benefit’s fax number? What is Security Benefit’s mailing address? What is Security Benefit’s tax identification number? What is the recommended screen resolution for your website? What sources of income are included in adjusted gross income (AGI) prior to deductions? When are distributions from Roth IRAs tax free? When will a 1099-R be produced on trusteed contracts? When will I receive my 1099? When will I receive my 5498? Where can I find client account values? Where can I find client policy information? Where can I find client product performance information? Where can I find employee policy information? Where can I find employee product performance information? Where can I find information on the annuity I purchased? Where can I find my policy information? Where can I find my product’s performance information? Who do I contact with website assistance? Why am being taxed on advisor fees for early distribution if I am not 59½? Why am I taxed on my advisor fees on my non-qualified account? Why have I not received my 1099?