EX-99.5H 6 ex995h.htm FORM OF APPLICATION SUPPLEMENT A ex995h.htm
 
   

EliteDesigns Plus 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.
 
       
     
 
  Please Continue
 
     
     
     
     
FSB255 Supp A (5-13)
  EliteDesigns Plus  32-80210-02  2013/05/01  (1/4)
 
 
 

 
 
  3. Provide Investment Directions (continued on page 3)                
                           
  Please indicate your investment preferences below. Please use whole percentages totaling 100%  
                           
   
%
Adaptive Allocation Portfolio
 
%
DWS Global Small Cap
 
%
Goldman Sachs VIT Large
 
%
Ibbotson Balanced ETF
 
   
%
Alger Capital Appreciation
   
Growth VIP
   
Cap Value
   
Asset Allocation
 
   
%
Alger Large Cap Growth
 
%
DWS Global Thematic VIP
 
%
Goldman Sachs VIT Mid
 
%
Ibbotson Conservative ETF
 
   
%
AllianceBernstein VPS
 
%
DWS Government &
   
Cap Value
   
Asset Allocation
 
     
Global Thematic Growth
   
Agency Securities VIP
 
%
Goldman Sachs VIT
 
%
Ibbotson Growth ETF Asset
 
   
%
AllianceBernstein VPS
 
%
DWS High Income VIP
   
Strategic Growth
   
Allocation
 
     
Growth and Income
 
%
DWS Large Cap Value VIP
 
%
Goldman Sachs VIT
 
%
Ibbotson Income and
 
   
%
AllianceBernstein VPS
 
%
Federated Fund for U.S.
   
Strategic International
   
Growth ETF Asset
 
     
Small/Mid Cap Value
   
Government Securities II
   
Equity
   
Allocation
 
   
%
American Century VP
 
%
Federated High Income
 
%
Goldman Sachs VIT
 
%
ING Clarion Global Real
 
     
Income & Growth
   
Bond II
   
Structured Small Cap Equity
   
Estate
 
   
%
American Century VP
 
%
Fidelity® VIP Balanced
 
%
Guggenheim VT All Cap
 
%
ING Clarion Real Estate
 
     
Inflation Protection
 
%
Fidelity® VIP Contrafund®
   
Value
 
%
ING MidCap Opportunities
 
   
%
American Century VP
 
%
Fidelity® VIP Disciplined
 
%
Guggenheim VT All-Asset
 
%
Innealta Capital Country
 
     
International
   
Small Cap
   
Aggressive Strategy
   
Rotation
 
   
%
American Century VP Mid
 
%
Fidelity® VIP Emerging
 
%
Guggenheim VT All-Asset
 
%
Innealta Capital Sector
 
     
Cap Value
   
Markets
   
Conservative Strategy
   
Rotation
 
   
%
American Century VP Value
 
%
Fidelity® VIP Growth
 
%
Guggenheim VT All-Asset
 
%
Invesco V.I. Core Equity
 
   
%
BlackRock Basic Value V.I.
   
Opportunities
   
Moderate Strategy
 
%
Invesco V.I. Global Core
 
   
%
BlackRock Capital
 
%
Fidelity® VIP Growth &
 
%
Guggenheim VT CLS
   
Equity
 
     
Appreciation V.I.
   
Income
   
AdvisorOne Amerigo
 
%
Invesco V.I. Global Health
 
   
%
BlackRock Equity
 
%
Fidelity® VIP High Income
 
%
Guggenheim VT CLS
   
Care
 
     
Dividend V.I.
 
%
Fidelity® VIP Index 500
   
AdvisorOne Clermont
 
%
Invesco V.I. Global Real
 
   
%
BlackRock Global
 
%
Fidelity® VIP Investment
 
%
Guggenheim VT CLS
   
Estate
 
     
Allocation V.I.
   
Grade Bond
   
AdvisorOne
 
%
Invesco V.I. Government
 
   
%
BlackRock Global
 
%
Fidelity® VIP Mid Cap
   
Select Allocation
   
Securities
 
     
Opportunities V.I.
 
%
Fidelity® VIP Overseas
 
%
Guggenheim VT DWA
 
%
Invesco V.I. High Yield
 
   
%
BlackRock High Yield V.I.
 
%
Fidelity® VIP Real Estate
   
Flexible Allocation
 
%
Invesco V.I. International
 
   
%
BlackRock Large Cap
 
%
Fidelity® VIP Strategic
 
%
Guggenheim VT DWA
   
Growth
 
     
Core V.I.
   
Income
   
Sector Rotation
 
%
Invesco V.I. Mid Cap Core
 
   
%
BlackRock Large Cap
 
%
Franklin Flex Cap Growth
 
%
Guggenheim VT Global
   
Equity
 
     
Growth V.I.
   
Securities
   
Managed Futures Strategy
 
%
Invesco V.I. Small Cap
 
   
%
Dimensional VA Global
 
%
Franklin Growth & Income
 
%
Guggenheim VT High Yield
   
Equity
 
     
Bond Portfolio
   
Securities
 
%
Guggenheim VT Large Cap
 
%
Invesco V.I. S&P 500 Index
 
   
%
Dimensional VA
 
%
Franklin High Income
   
Concentrated Growth
 
%
Invesco V.I. Utilities
 
     
International Small Portfolio
   
Securities
 
%
Guggenheim VT Large Cap
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA
 
%
Franklin Income Securities
   
Core
   
American Franchise
 
     
International Value Portfolio
 
%
Franklin Large Cap Growth
 
%
Guggenheim VT Large Cap
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA Short-Term
   
Securities
   
Value
   
American Value
 
     
Fixed Portfolio
 
%
Franklin Large Cap Value
 
%
Guggenheim VT Managed
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA U.S. Large
   
Securities
   
Asset Allocation
   
Comstock
 
     
Value Portfolio
 
%
Franklin Mutual Global
 
%
Guggenheim VT Mid Cap
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA U.S.
   
Discovery Securities
   
Growth
   
Equity and Income
 
     
Targeted Value Portfolio
 
%
Franklin Mutual Shares
 
%
Guggenheim VT Mid Cap
 
%
Invesco Van Kampen V.I.
 
   
%
Direxion Dynamic VP
   
Securities
   
Value
   
Growth and Income
 
     
HY Bond
 
%
Franklin Rising Dividends
 
%
Guggenheim VT MSCI
 
%
Invesco Van Kampen V.I.
 
   
%
Dreyfus IP Small Cap
   
Securities
   
EAFE Equal Weight
   
Mid Cap Growth
 
     
Stock Index
 
%
Franklin Small Cap Value
 
%
Guggenheim VT Multi-
 
%
Ivy Funds VIP Asset
 
   
%
Dreyfus IP Technology
   
Securities
   
Hedge Strategies
   
Strategy
 
     
Growth
 
%
Franklin Small-Mid Cap
 
%
Guggenheim VT Small Cap
 
%
Ivy Funds VIP Balanced
 
   
%
Dreyfus Stock Index
   
Growth Securities
   
Growth
 
%
Ivy Funds VIP Core Equity
 
   
%
Dreyfus VIF Appreciation
 
%
Franklin Strategic Income
 
%
Guggenheim VT Small Cap
 
%
Ivy Funds VIP Dividend
 
   
%
Dreyfus VIF International
   
Securities
   
Value
   
Opportunities
 
     
Value
 
%
Franklin US Government
 
%
Guggenheim VT Total
 
%
Ivy Funds VIP Energy
 
   
%
DWS Capital Growth VIP
   
Securities
   
Return Bond
 
%
Ivy Funds VIP Global Bond
 
   
%
DWS Core Equity VIP
 
%
Goldman Sachs VIT
 
%
Guggenheim VT U.S. Long
 
%
Ivy Funds VIP Growth
 
   
%
DWS Dreman Small Mid
   
Government Income
   
Short Momentum
 
%
Ivy Funds VIP High Income
 
     
Cap Value VIP
 
%
Goldman Sachs VIT Growth
 
%
Ibbotson Aggressive Growth
 
%
Ivy Funds VIP International
 
           
Opportunities
   
ETF Asset Allocation
   
Core Equity
 

   
 
     
FSB255 Supp A (5-13)
  EliteDesigns Plus  32-80210-02  2013/05/01  (2/4)
 
 
 

 
 
  3. Provide Investment Directions (continued from page 2)                
                           
   
%
Ivy Funds VIP International
 
%
MFS® VIT Investors Growth
 
%
Putnam VT Global Asset
 
%
Rydex VT S&P 500 Pure
 
     
Growth
   
Stock
   
Allocation
   
Growth
 
   
%
Ivy Funds VIP Limited-Term
 
%
MFS® VIT Investors Trust
 
%
Putnam VT Growth
 
%
Rydex VT S&P 500 Pure
 
     
Bond
 
%
MFS® VIT New Discovery
   
Opportunities
   
Value
 
   
%
Ivy Funds VIP Mid Cap
 
%
MFS® VIT Research
 
%
Putnam VT High Yield
 
%
Rydex VT S&P MidCap
 
     
Growth
 
%
MFS® VIT Research Bond
 
%
Putnam VT Income
   
400 Pure Growth
 
   
%
Ivy Funds VIP Real Estate
 
%
MFS® VIT Research
 
%
Putnam VT Investors
 
%
Rydex VT S&P MidCap
 
     
Securities
   
International
 
%
Putnam VT Voyager
   
400 Pure Value
 
   
%
Ivy Funds VIP Science
 
%
MFS® VIT Total Return
 
%
Rydex VT Banking
 
%
Rydex VT S&P SmallCap
 
     
and Technology
 
%
MFS® VIT Utilities
 
%
Rydex VT Basic Materials
   
600 Pure Growth
 
   
%
Ivy Funds VIP Small Cap
 
%
Morgan Stanley UIF
 
%
Rydex VT Biotechnology
 
%
Rydex VT S&P SmallCap
 
     
Growth
   
Emerging Markets Debt
 
%
Rydex VT Commodities
   
600 Pure Value
 
   
%
Ivy Funds VIP Small Cap
 
%
Morgan Stanley UIF
   
Strategy
 
%
Rydex VT Strengthening
 
     
Value
   
Emerging Markets Equity
 
%
Rydex VT Consumer
   
Dollar 2x Strategy
 
   
%
Ivy Funds VIP Value
 
%
Neuberger Berman AMT
   
Products
 
%
Rydex VT Technology
 
   
%
Janus Aspen Enterprise
   
Guardian
 
%
Rydex VT Dow 2x Strategy
 
%
Rydex VT
 
   
%
Janus Aspen Forty
 
%
Neuberger Berman AMT
 
%
Rydex VT Electronics
   
Telecommunications
 
   
%
Janus Aspen Janus Portfolio
   
Socially Responsive
 
%
Rydex VT Energy
 
%
Rydex VT Transportation
 
   
%
Janus Aspen Overseas
 
%
Oppenheimer Global
 
%
Rydex VT Energy Services
 
%
Rydex VT U.S. Government
 
   
%
Janus Aspen Perkins Mid
   
Securities Fund/VA
 
%
Rydex VT Europe 1.25x
   
Money Market
 
     
Cap Value
 
%
Oppenheimer Global
   
Strategy
 
%
Rydex VT Utilities
 
   
%
JPMorgan Insurance Trust
   
Strategic Income Fund/VA
 
%
Rydex VT Financial
 
%
Rydex VT Weakening Dollar
 
     
Core Bond Portfolio
 
%
Oppenheimer International
   
Services
   
2x Strategy
 
   
%
JPMorgan Insurance Trust
   
Growth Fund/VA
 
%
Rydex VT Government Long
 
%
T. Rowe Price Blue Chip
 
     
International Equity Portfolio
 
%
Oppenheimer Main Street
   
Bond 1.2x Strategy
   
Growth
 
   
%
JPMorgan Insurance Trust
   
Small- & Mid-Cap Fund®/VA
 
%
Rydex VT Health Care
 
%
T. Rowe Price Equity
 
     
Intrepid Growth Portfolio
 
%
PIMCO VIT All Asset
 
%
Rydex VT Internet
   
Income
 
   
%
JPMorgan Insurance Trust
 
%
PIMCO VIT
 
%
Rydex VT Inverse Dow 2x
 
%
T. Rowe Price Health
 
     
Intrepid MidCap Portfolio
   
CommodityRealReturn
   
Strategy
   
Sciences
 
   
%
JPMorgan Insurance Trust
   
Strategy
 
%
Rydex VT Inverse
 
%
T. Rowe Price Limited-Term
 
     
MidCap Growth Portfolio
 
%
PIMCO VIT Emerging
   
Government Long Bond
   
Bond
 
   
%
JPMorgan Insurance Trust
   
Markets Bond
   
Strategy
 
%
Templeton Developing
 
     
Small Cap Core Portfolio
 
%
PIMCO VIT Foreign Bond
 
%
Rydex VT Inverse Mid-Cap
   
Markets Securities
 
   
%
JPMorgan Insurance Trust
   
(Unhedged)
   
Strategy
 
%
Templeton Foreign
 
     
US Equity Portfolio
 
%
PIMCO VIT Global Bond
 
%
Rydex VT Inverse
   
Securities
 
   
%
Lord Abbett Series Bond-
   
(Unhedged)
   
NASDAQ-100® Strategy
 
%
Templeton Global Bond
 
     
Debenture VC
 
%
PIMCO VIT High Yield
 
%
Rydex VT Inverse Russell
   
Securities
 
   
%
Lord Abbett Series
 
%
PIMCO VIT Low Duration
   
2000® Strategy
 
%
Templeton Growth
 
     
Calibrated Dividend
 
%
PIMCO VIT Real Return
 
%
Rydex VT Inverse S&P
   
Securities
 
     
Growth VC
 
%
PIMCO VIT Short-Term
   
500 Strategy
 
%
Third Avenue Value
 
   
%
Lord Abbett Series
 
%
PIMCO VIT Total Return
 
%
Rydex VT Japan 2x
 
%
Van Eck VIP Global Hard
 
     
Classic Stock VC
 
%
Pioneer Bond VCT
   
Strategy
   
Assets
 
   
%
Lord Abbett Series
 
%
Pioneer Emerging Markets
 
%
Rydex VT Leisure
 
%
Wells Fargo Advantage
 
     
Developing Growth VC
   
VCT
 
%
Rydex VT Mid-Cap
   
International Equity VT
 
   
%
Lord Abbett Series
 
%
Pioneer Equity Income VCT
   
1.5x Strategy
 
%
Wells Fargo Advantage
 
     
Fundamental Equity VC
 
%
Pioneer High Yield VCT
 
%
Rydex VT NASDAQ-100®
   
Intrinsic Value VT
 
   
%
Lord Abbett Series Growth
 
%
Pioneer Real Estate Shares
 
%
Rydex VT NASDAQ-100®
 
%
Wells Fargo Advantage
 
     
and Income VC
   
VCT
   
2x Strategy
   
Omega Growth VT
 
   
%
Lord Abbett Series Growth
 
%
Pioneer Strategic Income
 
%
Rydex VT Nova
 
%
Wells Fargo Advantage
 
     
Opportunities VC
   
VCT
 
%
Rydex VT Precious Metals
   
Opportunity VT
 
   
%
Lord Abbett Series Mid Cap
 
%
Power Income VIT
 
%
Rydex VT Real Estate
 
%
Wells Fargo Advantage
 
     
Stock VC
 
%
Putnam VT Absolute Return
 
%
Rydex VT Retailing
   
Small Cap Value VT
 
   
%
Lord Abbett Series Total
   
500
 
%
Rydex VT Russell 2000®
 
%
Western Asset Variable
 
     
Return VC
 
%
Putnam VT Capital
   
1.5x Strategy
   
Global High Yield Bond
 
   
%
Lord Abbett Series Value
   
Opportunities
 
%
Rydex VT Russell 2000®
       
     
Opportunities VC
 
%
Putnam VT Diversified
   
2x Strategy
Must Total 100%
 
   
%
MFS® VIT Emerging Markets
   
Income
 
%
Rydex VT S&P 500
       
     
Equity
 
%
Putnam VT Equity Income
   
2x Strategy
       
   
%
MFS® VIT High Yield
                   
                           

  Please Continue
 
     
FSB255 Supp A (5-13)
  EliteDesigns Plus  32-80210-02  2013/05/01  (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
   
FSB255 Supp A (5-13)
EliteDesigns Plus 32-80210-02 2013/05/01 (4/4)