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Forms for the following list of Mutual Funds  

These funds can only be purchased through a financial professional.

  • All Cap Value
  • Large Cap Value
  • Mid Cap Value
  • Small Cap Value
  • Large Cap Core
  • Mid Cap Growth
  • Large Cap Concentrated Growth
  • Small Cap Growth
  • Global
  • Alpha Opportunity
  • U. S. Intermediate Bond
  • High Yield

  • Form Description
    Applications for legacy Security Funds These funds are only available through a financial professional. If you are a financial professional, visit www.rydex-sgi-fp.com.
    Electronic Authorization For establishing the privilege to perform redemptions and exchanges via telephone.
    Electronic Bank Info Use this form to activate or update electronic bank deposits/withdrawals.
    Exchange Authorization For exchanging shares between Mutual Fund accounts.
    Incoming Funds Transfer Rollover Use this form to transfer funds from your current carrier to Rydex SGI.
    Limited Power of Attorney Use this form to give authority to another person ("attorney in fact") to act on your behalf for the Account Number indicated. This authorization must be on file with Rydex|SGI before we will activate this authority.
    Non-Financial Change Use this form to modify or change information regarding the roles on your account: Owner,
    Required Minimum Distribution The Internal Revenue Service ("IRS") requires individuals to begin receiving a Required Minimum Distribution ("RMD") from qualified account(s) at age 70 1/2. Upon attaining this age, it is your responsibility to request these distributions. Use this form to request an RMD.
    Scheduled Systematic Withdrawals For automatically redeeming shares of your Mutual Fund account on a periodic basis.
    Statement of Intention and Security Agreement Use this form if you plan to purchase Class A shares in an aggregate amount over a thirteen-month period (or 36-month period for purchases of $1 million or more).
    Systematic Exchange/DCA For requesting periodic exchanges from one mutual fund to one or more other mutual funds.
    Transfer on Death (TOD) For registering shares in a Non-Retirement Account and transferring ownership to your beneficiaries effective upon your death.
    Withdrawal Request Use this form to request a one-time redemption from your account.



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    For more complete information regarding the funds click here for a prospectus. Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. The fund's prospectus contains this and other information about the fund. Read the prospectus carefully before you invest or send money.

    The funds are distributed by Rydex Distributors, Inc. (RDI). Security Global InvestorsSM is the investment advisory arm of Security Benefit Corporation (Security Benefit). Security Global Investors consists of Security Global Investors, LLC, Security Investors, LLC and Rydex Investments. Rydex Investments is the primary business name for PADCO Advisors, Inc. and PADCO Advisors II, Inc. SGI and RDI are affiliates and are subsidiaries of Security Benefit.



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