SECURITY BENEFIT SFR® 403(b)(7) Plan

SECURITY BENEFIT

SFR? 403(b)(7) Plan

ENROLLMENT BOOKLET

430 W. 7th Street Suite 219141 Kansas City, MO 64105-1407

Dear participant, Congratulations. You've made a smart move. Not only have you wisely committed to saving for your retirement, you've also chosen the SFR? Program from Security Benefit. Those are two good decisions. Your next steps are simple: Sign Up, Contribute, Invest and Consolidate.

? Step 1: Sign Up - Tell us about yourself: name, address, beneficiaries, etc.

? Step 2: Contribute - Decide how much to save each pay period.

? Step 3: Invest - Choose an investment strategy: ? A single fund solution with target date funds from T. Rowe Price ? Select your own allocation from more than 40 investment options

? Step 4: Consolidate - T o simplify your retirement planning, you can consolidate your other eligible retirement assets into your new Security Benefit SFR account. Just fill out the transfer/rollover form on page 19 to consolidate.

Security Benefit is pleased to join with your employer to provide a quality retirement plan that will help meet your long-term financial goals. We look forward to serving you for many years to come. If you have any questions about your new retirement plan, please contact your financial advisor or call Security Benefit at 800.747.3942. Sincerely, Security Benefit Retirement Plan Services

1

Questions? Call our National Service Center at 800.747.3942.

SFR? Program 403(b)(7) Voluntary Participant Enrollment Form

Instructions

Complete the entire form to establish your 403(b)(7) Voluntary Account. Be sure your contribution amounts do not exceed IRS contribution limits. Your financial representative can assist you in completing this form. Please type or print.

Step 1: Sign Up Provide Employer Information Name of Employer

Plan Number

Provide Personal Information Participant Name

First

Social Security Number

Mailing Address

Line 1

City

Residential Address

(if different from mailing address.) (Residential Address is a required field if Mailing Address is a PO Box)

Line 1 City

Daytime Phone Number

Personal E-mail Address

Date of Hire

(mm/dd/yyyy)

MI

Last

Male Female

Date of Birth

(mm/dd/yyyy)

Line 2

State

Zip Code

Line 2

State

Mobile / Home Phone Number

Zip Code

I am retired. My retirement date was

(mm/dd/yyyy)

BarCode

Continued on Next Page

2

43-10266-01 2018/11/16 (1 of 7)

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download