EX-99.(5)(E) 4 ex995e.htm APPLICATION SUPPLEMENT A Unassociated Document

   
EliteDesigns® Asset Reallocation
   
Questions? Call our Service Center at 1-800-888-2461.  
   
 
Instructions
   
       
 
Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options. Complete the entire form. Please type or print.
 
 
 
1. Provide General Account Information
                     
                               
 
r Application Attached or Contract Number
               
 
Name of Owner
                           
   
First
     
MI
     
Last
         
                               
 
Mailing Address
                           
 
 
Street Address
       
City
     
State
 
ZIP Code
 
                               
 
Social Security Number/Tax I.D. Number
                       
                               
 
Daytime Phone Number
     
Home Phone Number  
         
                             

  2. Set Up Asset Reallocation    
                         
  Please complete each sub-section.                    
 
A.
Effective Date
                     
     
Date (mm/dd/yyyy – must be between 1st and 28th of the month)
           
                   
   
If no date is indicated, or date indicated is prior to the date of receipt, the first transfer will occur on the date the request is received in proper form.
 
                     
 
B.
Number of Reallocations (check one):
               
   
m One-time reallocation
               
   
m Recurring (check frequency):
               
     
m Monthly
 
m Quarterly
 
m Semi-Annually
 
m   Annually
       
                           
 
C.
Future Allocations (check one):
               
   
m Allocate future contributions according to the percentages indicated on this form.
       
   
m   Do not change the allocation of future contributions.
               
                           
   
If no option is indicated above, the allocation of future contributions will not be changed.
       
                           
   
 
   
FSB 243 Supp A (2-11)
EliteDesigns 32-80134-02 2010/11/12 (1/4)
 
 
 

 
 
 
3. Indicate Investment Directions (continued on page 3)
   
       
 
Please indicate your investment preferences below. Please use whole percentages totaling 100%
 
                           
   
%
Alger Capital Appreciation
 
%
Franklin Large Cap Growth
 
%
Invesco Van Kampen
 
%
Lord Abbett Series Total
 
   
%
Alger Large Cap Growth
   
Securities
   
V.I. Growth and Income
   
Return VC
 
   
%
Alger Small Cap Growth
 
%
Franklin Large Cap Value
 
%
Invesco Van Kampen
 
%
Lord Abbett Series Value
 
   
%
American Century VP
   
Securities
   
V.I. Mid Cap Growth
   
Opportunities VC
 
     
Income & Growth
 
%
Franklin Mutual Global
 
%
Invesco Van Kampen
 
%
MFS® VIT Investors
 
   
%
American Century VP
   
Discovery Securities
   
V.I. Mid Cap Value
   
Growth Stock
 
     
International
 
%
Franklin Mutual Shares
 
%
Ivy Funds VIP Asset
 
%
MFS® VIT Investors Trust
 
   
%
American Century VP Mid
   
Securities
   
Strategy
 
%
MFS® VIT New
 
     
Cap Value
 
%
Franklin Rising Dividends
 
%
Ivy Funds VIP Balanced
   
Discovery
 
   
%
American Century VP
   
Securities
 
%
Ivy Funds VIP Core
 
%
MFS® VIT Research
 
     
Value
 
%
Franklin Small Cap Value
   
Equity
 
%
MFS® VIT Research Bond
 
   
%
BlackRock Basic Value V.I.
   
Securities
 
%
Ivy Funds VIP Dividend
 
%
MFS® VIT Research
 
   
%
BlackRock Capital
 
%
Franklin Small-Mid Cap
   
Opportunities
   
International
 
     
Appreciation V.I.
   
Growth Securities
 
%
Ivy Funds VIP Energy
 
%
MFS® VIT Total Return
 
   
%
BlackRock Equity
 
%
Franklin Strategic Income
 
%
Ivy Funds VIP Global
 
%
MFS® VIT Utilities
 
     
Dividend V.I.
   
Securities
   
Bond
 
%
Neuberger Berman AMT
 
   
%
BlackRock Global
 
%
Franklin US Government
 
%
Ivy Funds VIP Growth
   
Guardian
 
     
Allocation V.I.
   
Securities
 
%
Ivy Funds VIP High
 
%
Neuberger Berman AMT
 
   
%
BlackRock Global
 
%
Goldman Sachs VIT
   
Income
   
Socially Responsive
 
     
Opportunities V.I.
   
Government Income
 
%
Ivy Funds VIP
 
%
Oppenheimer Global
 
   
%
BlackRock Large Cap
 
%
Goldman Sachs VIT
   
International Core
   
Securities Fund/VA
 
     
Core V.I.
   
Growth Opportunities
   
Equity
 
%
Oppenheimer Global
 
   
%
BlackRock Large Cap
 
%
Goldman Sachs VIT Large
 
%
Ivy Funds VIP
   
Strategic Income
 
     
Growth V.I.
   
Cap Value
   
International Growth
   
Fund/VA
 
   
%
DWS Blue Chip VIP
 
%
Goldman Sachs VIT Mid
 
%
Ivy Funds VIP Limited-
 
%
Oppenheimer
 
   
%
DWS Capital Growth VIP
   
Cap Value
   
Term Bond
   
International
 
   
%
DWS Dreman Small Mid
 
%
Goldman Sachs VIT
 
%
Ivy Funds VIP Mid Cap
   
Growth Fund/VA
 
     
Cap Value VIP
   
Strategic Growth
   
Growth
 
%
Oppenheimer Main Street
 
   
%
DWS Global
 
%
Goldman Sachs VIT
 
%
Ivy Funds VIP Real
   
Small Cap Fund®/VA
 
     
Opportunities VIP
   
Strategic International
   
Estate Securities
 
PIMCO VIT All Asset
 
   
%
DWS Global Thematic VIP
   
Equities
 
%
Ivy Funds VIP Science
 
%
PIMCO VIT
 
   
%
DWS Government &
 
%
Goldman Sachs VIT
   
and Technology
   
CommodityRealReturn
 
     
Agency Securities VIP
   
Structured Small Cap
 
%
Ivy Funds VIP Small
   
Strategy
 
   
%
DWS Large Cap Value VIP
   
Equities
   
Cap Growth
 
%
PIMCO VIT Emerging
 
   
%
Fidelity® VIP Balanced
 
%
Invesco V.I. Core Equity
 
%
Ivy Funds VIP Small
   
Markets Bond
 
   
%
Fidelity® VIP Contrafund®
 
%
Invesco V.I. Global Health
   
Cap Value
 
%
PIMCO VIT Foreign
 
   
%
Fidelity® VIP Disciplined
   
Care
 
%
Ivy Funds VIP Value
   
Bond
 
     
Small Cap
 
%
Invesco V.I. Global Real
 
%
Janus Aspen Enterprise
   
(Unhedged)
 
   
%
Fidelity® VIP Growth &
   
Estate
 
%
Janus Aspen Forty
 
%
PIMCO VIT Global Bond
 
     
Income
 
%
Invesco V.I. Government
 
%
Janus Aspen Janus
   
(Unhedged)
 
   
%
Fidelity® VIP Index 500
   
Securities
   
Portfolio
 
%
PIMCO VIT High Yield
 
   
%
Fidelity® VIP Investment
 
%
Invesco V.I. High Yield
 
%
Janus Aspen Overseas
 
%
PIMCO VIT Low
 
     
Grade Bond
 
%
Invesco V.I. International
 
%
Janus Aspen Perkins
   
Duration
 
   
%
Fidelity® VIP Mid Cap
   
Growth
   
Mid Cap Value
 
%
PIMCO VIT Real Return
 
   
%
Fidelity® VIP Overseas
 
%
Invesco V.I. Mid Cap Core
 
%
Lord Abbett Series
 
%
PIMCO VIT Total Return
 
   
%
Fidelity® VIP Real Estate
   
Equity
   
Bond- Debenture VC
 
%
Rydex | SGI VT All Cap
 
   
%
Fidelity® VIP Strategic
 
%
Invesco V.I. Small Cap
 
%
Lord Abbett Series
   
Value
 
     
Income
   
Equity
   
Capital Structure VC
 
%
Rydex | SGI VT All-Asset
 
   
%
Franklin Flex Cap Growth
 
%
Invesco V.I. Utilities
 
%
Lord Abbett Series
   
Aggressive Strategy
 
     
Securities
 
%
Invesco Van Kampen V.I.
   
Classic Stock VC
 
%
Rydex | SGI VT All-Asset
 
   
%
Franklin Growth & Income
   
Capital Growth
 
%
Lord Abbett Series
   
Conservative Strategy
 
     
Securities
 
%
Invesco Van Kampen V.I.
   
Developing Growth VC
 
%
Rydex | SGI VT All-Asset
 
   
%
Franklin High Income
   
Comstock
 
%
Lord Abbett Series
   
Moderate Strategy
 
     
Securities
 
%
Invesco Van Kampen V.I.
   
Fundamental Equity VC
 
%
Rydex | SGI VT CLS
 
   
%
Franklin Income Securities
   
Equity and Income
 
%
Lord Abbett Series
   
AdvisorOne Amerigo
 
         
%
Invesco Van Kampen V.I.
   
Growth and Income VC
 
%
Rydex | SGI VT CLS
 
           
Global Value Equities
 
%
Lord Abbett Series
   
AdvisorOne Clermont
 
                 
Growth Opportunities
 
%
Rydex | SGI VT CLS
 
                 
VC
   
AdvisorOne Select
 
               
%
Lord Abbett Series Mid-
   
Allocation
 
                 
Cap Value VC
 
%
Rydex | SGI VT Global
 
                           
   
 
   
FSB 243 Supp A (2-11)
EliteDesigns 32-80134-02 2010/11/12 (2/4)
 
 
 

 
 
 
3. Indicate Investment Directions (continued from page 2)
   
       
                           
   
%
Rydex | SGI VT High
 
%
Rydex VT Financial
 
%
Rydex VT Russell
 
%
T. Rowe Price Equity
 
     
Yield
   
Services
   
2000® 1.5x Strategy
   
Income
 
   
%
Rydex | SGI VT Large
 
%
Rydex VT
       
%
T. Rowe Price Health
 
     
Cap
   
Government Long
 
%
Rydex VT Russell
   
Sciences Portfolio
 
     
Concentrated Growth
   
Bond 1.2x Strategy
   
2000® 2x Strategy
       
   
%
Rydex | SGI VT
 
%
Rydex VT Health
       
%
T. Rowe Price
 
     
Large Cap Value
   
Care
 
%
Rydex VT S&P 500
   
Limited-Term Bond
 
   
%
Rydex | SGI VT
 
%
Rydex VT Internet
   
2x Strategy
 
%
Templeton
 
     
Managed
 
%
Rydex VT Inverse
 
%
Rydex VT S&P 500
   
Developing
 
     
Asset Allocation
   
Dow 2x Strategy
   
Pure Growth
   
Markets Securities
 
   
%
Rydex | SGI VT
 
%
Rydex VT Inverse
 
%
Rydex VT S&P 500
 
%
Templeton Foreign
 
     
Managed
   
Government Long
   
Pure Value
   
Securities
 
     
Futures Strategy
   
Bond Strategy
 
%
Rydex VT S&P
 
%
Templeton Global
 
   
%
Rydex | SGI VT
 
%
Rydex VT Inverse
   
MidCap
   
Bond
 
     
Mid Cap Value
   
Mid-Cap Strategy
   
400 Pure Growth
   
Securities
 
   
%
Rydex | SGI VT
 
%
Rydex VT Inverse
 
%
Rydex VT S&P
 
%
Templeton Growth
 
     
Multi-Hedge Strategies
   
NASDAQ-100®
   
MidCap
   
Securities
 
   
%
Rydex | SGI VT
   
Strategy
   
400 Pure Value
 
%
Third Avenue Value
 
     
Small Cap Value
 
%
Rydex VT Inverse
 
%
Rydex VT S&P
 
%
Van Eck VIP Global
 
   
%
Rydex | SGI VT U.S.
   
Russell
   
SmallCap
   
Hard Assets
 
     
Long Short Momentum
   
2000® Strategy
   
600 Pure Growth
 
%
Wells Fargo
 
   
%
Rydex VT Banking
 
%
Rydex VT Inverse
 
%
Rydex VT S&P
   
Advantage
 
   
%
Rydex VT Basic
   
S&P 500 Strategy
   
SmallCap
   
Core Equity VT
 
     
Materials
 
%
Rydex VT Japan 2x
   
600 Pure Value
 
%
Wells Fargo
 
   
%
Rydex VT Biotechnology
   
Strategy
 
%
Rydex VT
   
Advantage
 
   
%
Rydex VT Commodities
 
%
Rydex VT Leisure
   
Strengthening
   
International Equity
 
     
Strategy
 
%
Rydex VT Mid-Cap
   
Dollar 2x Strategy
   
VT
 
   
%
Rydex VT Consumer
   
1.5x Strategy
 
%
Rydex VT
 
%
Wells Fargo
 
     
Products
 
%
Rydex VT NASDAQ-100®
   
Technology
   
Advantage
 
   
%
Rydex VT Dow 2x Strategy
 
%
Rydex VT NASDAQ-100®
 
%
Rydex VT
   
Intrinsic Value VT
 
   
%
Rydex VT Electronics
   
2x Strategy
   
Telecommunications
 
%
Wells Fargo Advantage
 
   
%
Rydex VT Energy
 
%
Rydex VT Nova
 
%
Rydex VT Transportation
   
Omega Growth VT
 
   
%
Rydex VT Energy Services
 
%
Rydex VT Precious Metals
 
%
Rydex VT U.S. Government
 
%
Wells Fargo Advantage
 
   
%
Rydex VT Europe
 
%
Rydex VT Real Estate
   
Money Market
   
Opportunity VT
 
     
1.25x Strategy
 
%
Rydex VT Retailing
 
%
Rydex VT Utilities
 
%
Wells Fargo Advantage
 
               
%
Rydex VT Weakening
   
Small Cap Value VT
 
                 
Dollar 2x Strategy
Must Total 100%  
               
%
T. Rowe Price Blue
       
                 
Chip Growth
       
   
 
   
FSB 243 Supp A (2-11)
EliteDesigns 32-80134-02 2010/11/12 (3/4)

 
 

 

 
4. Provide Signature
   
                     
 
I understand and authorize the transaction(s) requested on this form.
     
 
x
       
x
       
   
Signature of Owner
 
Date (mm/dd/yyyy)
   
Signature of Joint Owner
(if applicable)
 
Date (mm/dd/yyyy)
 
 
x
                 
   
Signature of Representative (optional)
 
Date (mm/dd/yyyy)
   
Print Name of Representative
     
                     

Mail to: First Security Benefit Life Insurance and Annuity Company of New York • Administrative Office • PO Box 750497 • Topeka, KS 66675-0497 or
Fax to: 1-785-368-1772
Visit us online at www.securitybenefit.com
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
FSB 243 Supp A (2-11)
EliteDesigns 32-80134-02 2010/11/12 (4/4)