EX-99.5I 7 ex995i.htm FORM OF APPLICATION SUPPLEMENT B ex995i.htm
   
EliteDesigns Plus Dollar Cost Averaging
   
Questions? Call our Service Center at 1-800-888-2461.
   
 
Instructions
   
     
 
Use this form to request periodic exchanges from one investment option to one or more investment options. Complete the entire form. Please type or print.
 
 
 
1. Provide General Account Information
   
     
  rApplication 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 Dollar Cost Averaging
   
     
 
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.
Frequency (check one):
 
       
    m Monthly    m Quarterly    m Semi-Annually    m Annually  
       
 
C.
Option (check one):
 
    m $  _____________  per transfer over  _______________   months/years.  
    %  _____________  per transfer over  _______________   months/years.  
   
m   Fixed Period over  ____________ months/years.
 
   
m   Only Interest/Earnings over ___________________  months/years.
 
       
   
(Earnings will accrue for one time period – i.e. monthly or quarterly – from the effective date before the first transfer occurs.)
 
       
     
 
  Please Continue
 
     
     
     
     
FSB255 Supp B (5-13)
  EliteDesigns Plus  32-80210-03  2013/05/01  (1/6)
 
 
 

 
 
 
3. Provide Investment Directions (continued on page 3)
             
                           
 
Transfer From (choose only one):
             
                       
   
%
Adaptive Allocation Portfolio
 
%
DWS Global Thematic VIP
 
%
Goldman Sachs VIT Mid
 
%
Ibbotson Growth ETF Asset
 
   
%
Alger Capital Appreciation
 
%
DWS Government &
   
Cap Value
   
Allocation
 
   
%
Alger Large Cap Growth
   
Agency Securities VIP
 
%
Goldman Sachs VIT
 
%
Ibbotson Income and
 
   
%
AllianceBernstein VPS
 
%
DWS High Income VIP
   
Strategic Growth
   
Growth ETF Asset
 
     
Global Thematic Growth
 
%
DWS Large Cap Value VIP
 
%
Goldman Sachs VIT
   
Allocation
 
   
%
AllianceBernstein VPS
 
%
Federated Fund for U.S.
   
Strategic International
 
%
ING Clarion Global Real
 
     
Growth and Income
   
Government Securities II
   
Equity
   
Estate
 
   
%
AllianceBernstein VPS
 
%
Federated High Income
 
%
Goldman Sachs VIT
 
%
ING Clarion Real Estate
 
     
Small/Mid Cap Value
   
Bond II
   
Structured Small Cap Equity
 
%
ING MidCap Opportunities
 
   
%
American Century VP
 
%
Fidelity® VIP Balanced
 
%
Guggenheim VT All Cap
 
%
Innealta Capital Country
 
     
Income & Growth
 
%
Fidelity® VIP Contrafund®
   
Value
   
Rotation
 
   
%
American Century VP
 
%
Fidelity® VIP Disciplined
 
%
Guggenheim VT All-Asset
  %
 Innealta Capital Sector
 
     
Inflation Protection
   
Small Cap
   
Aggressive Strategy
   
Rotation
 
   
%
American Century VP
 
%
Fidelity® VIP Emerging
 
%
Guggenheim VT All-Asset
 
%
Invesco V.I. Core Equity
 
     
International
   
Markets
   
Conservative Strategy
 
%
Invesco V.I. Global Core
 
   
%
American Century VP Mid
 
%
Fidelity® VIP Growth
 
%
Guggenheim VT All-Asset
   
Equity
 
     
Cap Value
   
Opportunities
   
Moderate Strategy
 
%
Invesco V.I. Global Health
 
   
%
American Century VP Value
 
%
Fidelity® VIP Growth &
 
%
Guggenheim VT CLS
   
Care
 
   
%
BlackRock Basic Value V.I.
   
Income
   
AdvisorOne Amerigo
 
%
Invesco V.I. Global Real
 
   
%
BlackRock Capital
 
%
Fidelity® VIP High Income
 
%
Guggenheim VT CLS
   
Estate
 
     
Appreciation V.I.
 
%
Fidelity® VIP Index 500
   
AdvisorOne Clermont
 
%
Invesco V.I. Government
 
   
%
BlackRock Equity
 
%
Fidelity® VIP Investment
 
%
Guggenheim VT CLS
   
Securities
 
     
Dividend V.I.
   
Grade Bond
   
AdvisorOne
 
%
Invesco V.I. High Yield
 
   
%
BlackRock Global
 
%
Fidelity® VIP Mid Cap
   
Select Allocation
 
%
Invesco V.I. International
 
     
Allocation V.I.
 
%
Fidelity® VIP Overseas
 
%
Guggenheim VT DWA
   
Growth
 
   
%
BlackRock Global
 
%
Fidelity® VIP Real Estate
   
Flexible Allocation
 
%
Invesco V.I. Mid Cap Core
 
     
Opportunities V.I.
 
%
Fidelity® VIP Strategic
 
%
Guggenheim VT DWA
   
Equity
 
   
%
BlackRock High Yield V.I.
   
Income
   
Sector Rotation
 
%
Invesco V.I. Small Cap
 
   
%
BlackRock Large Cap
 
%
Franklin Flex Cap Growth
 
%
Guggenheim VT Global
   
Equity
 
     
Core V.I.
   
Securities
   
Managed Futures Strategy
 
%
Invesco V.I. S&P 500 Index
 
   
%
BlackRock Large Cap
 
%
Franklin Growth & Income
 
%
Guggenheim VT High Yield
 
%
Invesco V.I. Utilities
 
     
Growth V.I.
   
Securities
 
%
Guggenheim VT Large Cap
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA Global
 
%
Franklin High Income
   
Concentrated Growth
   
American Franchise
 
     
Bond Portfolio
   
Securities
 
%
Guggenheim VT Large Cap
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA
 
%
Franklin Income Securities
   
Core
   
American Value
 
     
International Small Portfolio
 
%
Franklin Large Cap Growth
 
%
Guggenheim VT Large Cap
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA
   
Securities
   
Value
   
Comstock
 
     
International Value Portfolio
 
%
Franklin Large Cap Value
 
%
Guggenheim VT Managed
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA Short-Term
   
Securities
   
Asset Allocation
   
Equity and Income
 
     
Fixed Portfolio
 
%
Franklin Mutual Global
 
%
Guggenheim VT Mid Cap
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA U.S. Large
   
Discovery Securities
   
Growth
   
Growth and Income
 
     
Value Portfolio
 
%
Franklin Mutual Shares
 
%
Guggenheim VT Mid Cap
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA U.S.
   
Securities
   
Value
   
Mid Cap Growth
 
     
Targeted Value Portfolio
 
%
Franklin Rising Dividends
 
%
Guggenheim VT MSCI
 
%
Ivy Funds VIP Asset
 
   
%
Direxion Dynamic VP
   
Securities
   
EAFE Equal Weight
   
Strategy
 
     
HY Bond
 
%
Franklin Small Cap Value
 
%
Guggenheim VT Multi-
 
%
Ivy Funds VIP Balanced
 
   
%
Dreyfus IP Small Cap
   
Securities
   
Hedge Strategies
 
%
Ivy Funds VIP Core Equity
 
     
Stock Index
 
%
Franklin Small-Mid Cap
 
%
Guggenheim VT Small Cap
 
%
Ivy Funds VIP Dividend
 
   
%
Dreyfus IP Technology
   
Growth Securities
   
Growth
   
Opportunities
 
     
Growth
 
%
Franklin Strategic Income
 
%
Guggenheim VT Small Cap
 
%
Ivy Funds VIP Energy
 
   
%
Dreyfus Stock Index
   
Securities
   
Value
 
%
Ivy Funds VIP Global Bond
 
   
%
Dreyfus VIF Appreciation
 
%
Franklin US Government
 
%
Guggenheim VT Total
 
%
Ivy Funds VIP Growth
 
   
%
Dreyfus VIF International
   
Securities
   
Return Bond
 
%
Ivy Funds VIP High Income
 
     
Value
 
%
Goldman Sachs VIT
 
%
Guggenheim VT U.S. Long
 
%
Ivy Funds VIP International
 
   
%
DWS Capital Growth VIP
   
Government Income
   
Short Momentum
   
Core Equity
 
   
%
DWS Core Equity VIP
 
%
Goldman Sachs VIT Growth
 
%
Ibbotson Aggressive Growth
 
%
Ivy Funds VIP International
 
   
%
DWS Dreman Small Mid
   
Opportunities
   
ETF Asset Allocation
   
Growth
 
     
Cap Value VIP
 
%
Goldman Sachs VIT Large
 
%
Ibbotson Balanced ETF
 
%
Ivy Funds VIP Limited-Term
 
   
%
DWS Global Small Cap
   
Cap Value
   
Asset Allocation
   
Bond
 
     
Growth VIP
       
%
Ibbotson Conservative ETF
       
                 
Asset Allocation
       
   
FSB255 Supp B (5-13)
EliteDesigns Plus 32-80210-03 2013/05/01 (2/6)
   
 
 
 

 
 
 
3. Provide Investment Directions (continued from page 2)
             
                           
 
Transfer From (choose only one):
             
                           
   
%
Ivy Funds VIP Mid Cap
 
%
MFS® VIT New Discovery
 
%
Putnam VT Growth
 
%
Rydex VT S&P 500 Pure
 
     
Growth
 
%
MFS® VIT Research
   
Opportunities
   
Growth
 
   
%
Ivy Funds VIP Real Estate
 
%
MFS® VIT Research Bond
 
%
Putnam VT High Yield
 
%
Rydex VT S&P 500 Pure
 
     
Securities
 
%
MFS® VIT Research
 
%
Putnam VT Income
   
Value
 
   
%
Ivy Funds VIP Science
   
International
 
%
Putnam VT Investors
 
%
Rydex VT S&P MidCap
 
     
and Technology
 
%
MFS® VIT Total Return
 
%
Putnam VT Voyager
   
400 Pure Growth
 
   
%
Ivy Funds VIP Small Cap
 
%
MFS® VIT Utilities
 
%
Rydex VT Banking
 
%
Rydex VT S&P MidCap
 
     
Growth
 
%
Morgan Stanley UIF
 
%
Rydex VT Basic Materials
   
400 Pure Value
 
   
%
Ivy Funds VIP Small Cap
   
Emerging Markets Debt
 
%
Rydex VT Biotechnology
 
%
Rydex VT S&P SmallCap
 
     
Value
 
%
Morgan Stanley UIF
 
%
Rydex VT Commodities
   
600 Pure Growth
 
   
%
Ivy Funds VIP Value
   
Emerging Markets Equity
   
Strategy
 
%
Rydex VT S&P SmallCap
 
   
%
Janus Aspen Enterprise
 
%
Neuberger Berman AMT
 
%
Rydex VT Consumer
   
600 Pure Value
 
   
%
Janus Aspen Forty
   
Guardian
   
Products
 
%
Rydex VT Strengthening
 
   
%
Janus Aspen Janus Portfolio
 
%
Neuberger Berman AMT
 
%
Rydex VT Dow 2x Strategy
   
Dollar 2x Strategy
 
   
%
Janus Aspen Overseas
   
Socially Responsive
 
%
Rydex VT Electronics
 
%
Rydex VT Technology
 
   
%
Janus Aspen Perkins Mid
 
%
Oppenheimer Global
 
%
Rydex VT Energy
 
%
Rydex VT
 
     
Cap Value
   
Securities Fund/VA
 
%
Rydex VT Energy Services
   
Telecommunications
 
   
%
JPMorgan Insurance Trust
 
%
Oppenheimer Global
 
%
Rydex VT Europe 1.25x
 
%
Rydex VT Transportation
 
     
Core Bond Portfolio
   
Strategic Income Fund/VA
   
Strategy
 
%
Rydex VT U.S. Government
 
   
%
JPMorgan Insurance Trust
 
%
Oppenheimer International
 
%
Rydex VT Financial
   
Money Market
 
     
International Equity Portfolio
   
Growth Fund/VA
   
Services
 
%
Rydex VT Utilities
 
   
%
JPMorgan Insurance Trust
 
%
Oppenheimer Main Street
 
%
Rydex VT Government Long
 
%
Rydex VT Weakening Dollar
 
     
Intrepid Growth Portfolio
   
Small- & Mid-Cap Fund®/VA
   
Bond 1.2x Strategy
   
2x Strategy
 
   
%
JPMorgan Insurance Trust
 
%
PIMCO VIT All Asset
 
%
Rydex VT Health Care
 
%
T. Rowe Price Blue Chip
 
     
Intrepid MidCap Portfolio
 
%
PIMCO VIT
 
%
Rydex VT Internet
   
Growth
 
   
%
JPMorgan Insurance Trust
   
CommodityRealReturn
 
%
Rydex VT Inverse Dow 2x
 
%
T. Rowe Price Equity
 
     
MidCap Growth Portfolio
   
Strategy
   
Strategy
   
Income
 
   
%
JPMorgan Insurance Trust
 
%
PIMCO VIT Emerging
 
%
Rydex VT Inverse
 
%
T. Rowe Price Health
 
     
Small Cap Core Portfolio
   
Markets Bond
   
Government Long Bond
   
Sciences
 
   
%
JPMorgan Insurance Trust
 
%
PIMCO VIT Foreign Bond
   
Strategy
 
%
T. Rowe Price Limited-Term
 
     
US Equity Portfolio
   
(Unhedged)
 
%
Rydex VT Inverse Mid-Cap
   
Bond
 
   
%
Lord Abbett Series Bond-
 
%
PIMCO VIT Global Bond
   
Strategy
 
%
Templeton Developing
 
     
Debenture VC
   
(Unhedged)
 
%
Rydex VT Inverse
   
Markets Securities
 
   
%
Lord Abbett Series
 
%
PIMCO VIT High Yield
   
NASDAQ-100® Strategy
 
%
Templeton Foreign
 
     
Calibrated Dividend
 
%
PIMCO VIT Low Duration
 
%
Rydex VT Inverse Russell
   
Securities
 
     
Growth VC
 
%
PIMCO VIT Real Return
   
2000® Strategy
 
%
Templeton Global Bond
 
   
%
Lord Abbett Series
 
%
PIMCO VIT Short-Term
 
%
Rydex VT Inverse S&P
   
Securities
 
     
Classic Stock VC
 
%
PIMCO VIT Total Return
   
500 Strategy
 
%
Templeton Growth
 
   
%
Lord Abbett Series
 
%
Pioneer Bond VCT
 
%
Rydex VT Japan 2x
   
Securities
 
     
Developing Growth VC
 
%
Pioneer Emerging Markets
   
Strategy
 
%
Third Avenue Value
 
   
%
Lord Abbett Series
   
VCT
 
%
Rydex VT Leisure
 
%
Van Eck VIP Global Hard
 
     
Fundamental Equity VC
 
%
Pioneer Equity Income VCT
 
%
Rydex VT Mid-Cap
   
Assets
 
   
%
Lord Abbett Series Growth
 
%
Pioneer High Yield VCT
   
1.5x Strategy
 
%
Wells Fargo Advantage
 
     
and Income VC
 
%
Pioneer Real Estate Shares
 
%
Rydex VT NASDAQ-100®
   
International Equity VT
 
   
%
Lord Abbett Series Growth
   
VCT
 
%
Rydex VT NASDAQ-100®
 
%
Wells Fargo Advantage
 
     
Opportunities VC
 
%
Pioneer Strategic Income
   
2x Strategy
   
Intrinsic Value VT
 
   
%
Lord Abbett Series Mid Cap
   
VCT
 
%
Rydex VT Nova
 
%
Wells Fargo Advantage
 
     
Stock VC
 
%
Power Income VIT
 
%
Rydex VT Precious Metals
   
Omega Growth VT
 
   
%
Lord Abbett Series Total
 
%
Putnam VT Absolute Return
 
%
Rydex VT Real Estate
 
%
Wells Fargo Advantage
 
     
Return VC
   
500
 
%
Rydex VT Retailing
   
Opportunity VT
 
   
%
Lord Abbett Series Value
 
%
Putnam VT Capital
 
%
Rydex VT Russell 2000®
 
%
Wells Fargo Advantage
 
     
Opportunities VC
   
Opportunities
   
1.5x Strategy
   
Small Cap Value VT
 
   
%
MFS® VIT Emerging Markets
 
%
Putnam VT Diversified
 
%
Rydex VT Russell 2000®
 
%
Western Asset Variable
 
     
Equity
   
Income
   
2x Strategy
   
Global High Yield Bond
 
   
%
MFS® VIT High Yield
 
%
Putnam VT Equity Income
 
%
Rydex VT S&P 500
  Must Total 100%  
   
%
MFS® VIT Investors Growth
 
%
Putnam VT Global Asset
   
2x Strategy
       
     
Stock
   
Allocation
             
   
%
MFS® VIT Investors Trust
                   
                           
     
  Please Continue   
     
FSB255 Supp B (5-13)
EliteDesigns Plus 32-80210-03 2013/05/01  (3/6)
     
 
 
 

 

 
3. Provide Investment Directions (continued on page 5)
           
                           
 
Transfer To (indicate whole percentages totaling 100%):
             
                           
   
%
 Adaptive Allocation Portfolio
 
%
DWS Global Thematic VIP
 
%
Goldman Sachs VIT
 
%
Ibbotson Income and
 
   
%
Alger Capital Appreciation
 
%
DWS Government &
   
Strategic Growth
   
Growth ETF Asset
 
   
%
Alger Large Cap Growth
   
Agency Securities VIP
 
%
Goldman Sachs VIT
   
Allocation
 
   
%
AllianceBernstein VPS
 
%
DWS High Income VIP
   
Strategic International
 
%
ING Clarion Global Real
 
     
Global Thematic Growth
 
%
DWS Large Cap Value VIP
   
Equity
   
Estate
 
   
%
AllianceBernstein VPS
 
%
Federated Fund for U.S.
 
%
Goldman Sachs VIT
 
%
ING Clarion Real Estate
 
     
Growth and Income
   
Government Securities II
   
Structured Small Cap Equity
 
%
ING MidCap Opportunities
 
   
%
AllianceBernstein VPS
 
%
Federated High Income
 
%
Guggenheim VTAll Cap
 
%
Innealta Capital Country
 
     
Small/Mid Cap Value
   
Bond II
   
Value
   
Rotation
 
   
%
American Century VP
 
%
Fidelity® VIP Balanced
 
%
Guggenheim VT All-Asset
 
%
Innealta Capital Sector
 
     
Income & Growth
 
%
Fidelity® VIP Contrafund®
   
Aggressive Strategy
   
Rotation
 
   
%
American Century VP
 
%
Fidelity® VIP Disciplined
 
%
Guggenheim VT All-Asset
 
%
Invesco V.I. Core Equity
 
     
Inflation Protection
   
Small Cap
   
Conservative Strategy
 
%
Invesco V.I. Global Core
 
   
%
American Century VP
 
%
Fidelity® VIP Emerging
 
%
Guggenheim VT All-Asset
   
Equity
 
     
International
   
Markets
   
Moderate Strategy
 
%
Invesco V.I. Global Health
 
   
%
American Century VP Mid
 
%
Fidelity® VIP Growth
 
%
Guggenheim VT CLS
   
Care
 
     
Cap Value
   
Opportunities
   
AdvisorOne Amerigo
 
%
Invesco V.I. Global Real
 
   
%
American Century VP Value
 
%
Fidelity® VIP Growth &
 
%
Guggenheim VT CLS
   
Estate
 
   
%
BlackRock Basic Value V.I.
   
Income
   
AdvisorOne Clermont
 
%
Invesco V.I. Government
 
   
%
BlackRock Capital
 
%
Fidelity® VIP High Income
 
%
Guggenheim VT CLS
   
Securities
 
     
Appreciation V.I.
 
%
Fidelity® VIP Index 500
   
AdvisorOne
 
%
Invesco V.I. High Yield
 
   
%
BlackRock Equity
 
%
Fidelity® VIP Investment
   
Select Allocation
 
%
Invesco V.I. International
 
     
Dividend V.I.
   
Grade Bond
 
%
Guggenheim VT DWA
   
Growth
 
   
%
BlackRock Global
 
%
Fidelity® VIP Mid Cap
   
Flexible Allocation
 
%
Invesco V.I. Mid Cap Core
 
     
Allocation V.I.
 
%
Fidelity® VIP Overseas
 
%
Guggenheim VT DWA
   
Equity
 
   
%
BlackRock Global
 
%
Fidelity® VIP Real Estate
   
Sector Rotation
 
%
Invesco V.I. Small Cap
 
     
Opportunities V.I.
 
%
Fidelity® VIP Strategic
 
%
Guggenheim VT Global
   
Equity
 
   
%
BlackRock High Yield V.I.
   
Income
   
Managed Futures Strategy
 
%
Invesco V.I. S&P 500 Index
 
   
%
BlackRock Large Cap
 
%
Franklin Flex Cap Growth
 
%
Guggenheim VT High Yield
 
%
Invesco V.I. Utilities
 
     
Core V.I.
   
Securities
 
%
Guggenheim VT Large Cap
 
%
Invesco Van Kampen V.I.
 
   
%
BlackRock Large Cap
 
%
Franklin Growth & Income
   
Concentrated Growth
   
American Franchise
 
     
Growth V.I.
   
Securities
 
%
Guggenheim VT Large Cap
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA Global
 
%
Franklin High Income
   
Core
   
American Value
 
     
Bond Portfolio
   
Securities
 
%
Guggenheim VT Large Cap
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA
 
%
Franklin Income Securities
   
Value
   
Comstock
 
     
International Small Portfolio
 
%
Franklin Large Cap Growth
 
%
Guggenheim VT Managed
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA
   
Securities
   
Asset Allocation
   
Equity and Income
 
     
International Value Portfolio
 
%
Franklin Large Cap Value
 
%
Guggenheim VT Mid Cap
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA Short-Term
   
Securities
   
Growth
   
Growth and Income
 
     
Fixed Portfolio
 
%
Franklin Mutual Global
 
%
Guggenheim VT Mid Cap
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA U.S. Large
   
Discovery Securities
   
Value
   
Mid Cap Growth
 
     
Value Portfolio
 
%
Franklin Mutual Shares
 
%
Guggenheim VT MSCI
 
%
Ivy Funds VIP Asset
 
   
%
Dimensional VA U.S.
   
Securities
   
EAFE Equal Weight
   
Strategy
 
     
Targeted Value Portfolio
 
%
Franklin Rising Dividends
 
%
Guggenheim VT Multi-
 
%
Ivy Funds VIP Balanced
 
   
%
Direxion Dynamic VP
   
Securities
   
Hedge Strategies
 
%
Ivy Funds VIP Core Equity
 
     
HY Bond
 
%
Franklin Small Cap Value
 
%
Guggenheim VT Small Cap
 
%
Ivy Funds VIP Dividend
 
   
%
Dreyfus IP Small Cap
   
Securities
   
Growth
   
Opportunities
 
     
Stock Index
 
%
Franklin Small-Mid Cap
 
%
Guggenheim VT Small Cap
 
%
Ivy Funds VIP Energy
 
   
%
Dreyfus IP Technology
   
Growth Securities
   
Value
 
%
Ivy Funds VIP Global Bond
 
     
Growth
 
%
Franklin Strategic Income
 
%
Guggenheim VT Total
 
%
Ivy Funds VIP Growth
 
   
%
Dreyfus Stock Index
   
Securities
   
Return Bond
 
%
Ivy Funds VIP High Income
 
   
%
Dreyfus VIF Appreciation
 
%
Franklin US Government
 
%
Guggenheim VT U.S. Long
 
%
Ivy Funds VIP International
 
   
%
Dreyfus VIF International
   
Securities
   
Short Momentum
   
Core Equity
 
     
Value
 
%
Goldman Sachs VIT
 
%
Ibbotson Aggressive Growth
 
%
Ivy Funds VIP International
 
   
%
DWS Capital Growth VIP
   
Government Income
   
ETF Asset Allocation
   
Growth
 
   
%
DWS Core Equity VIP
 
%
Goldman Sachs VIT Growth
 
%
Ibbotson Balanced ETF
 
%
Ivy Funds VIP Limited-Term
 
   
%
DWS Dreman Small Mid
   
Opportunities
   
Asset Allocation
   
Bond
 
     
Cap Value VIP
 
%
Goldman Sachs VIT Large
 
%
Ibbotson Conservative ETF
 
%
Ivy Funds VIP Mid Cap
 
   
%
DWS Global Small Cap
   
Cap Value
   
Asset Allocation
   
Growth
 
     
Growth VIP
 
%
Goldman Sachs VIT Mid
 
%
Ibbotson Growth ETF Asset
 
%
Ivy Funds VIP Real Estate
 
           
Cap Value
   
Allocation
   
Securities
 
   
FSB255 Supp B (5-13)
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3. Provide Investment Directions (continued from page 4)
           
                           
 
Transfer To (indicate whole percentages totaling 100%):
             
                           
   
%
 Ivy Funds VIP Science
 
%
MFS® VIT Research
 
%
Putnam VT Income
 
%
Rydex VT S&P MidCap
 
     
and Technology
   
International
 
%
Putnam VT Investors
   
400 Pure Growth
 
   
%
Ivy Funds VIP Small Cap
 
%
MFS® VIT Total Return
 
%
Putnam VT Voyager
 
%
Rydex VT S&P MidCap
 
     
Growth
 
%
MFS® VIT Utilities
 
%
Rydex VT Banking
   
400 Pure Value
 
   
%
Ivy Funds VIP Small Cap
 
%
Morgan Stanley UIF
 
%
Rydex VT Basic Materials
 
%
Rydex VT S&P SmallCap
 
     
Value
   
Emerging Markets Debt
 
%
Rydex VT Biotechnology
   
600 Pure Growth
 
   
%
Ivy Funds VIP Value
 
%
Morgan Stanley UIF
 
%
Rydex VT Commodities
 
%
Rydex VT S&P SmallCap
 
   
%
Janus Aspen Enterprise
   
Emerging Markets Equity
   
Strategy
   
600 Pure Value
 
   
%
Janus Aspen Forty
 
%
Neuberger Berman AMT
 
%
Rydex VT Consumer
 
%
Rydex VT Strengthening
 
   
%
Janus Aspen Janus Portfolio
   
Guardian
   
Products
   
Dollar 2x Strategy
 
   
%
Janus Aspen Overseas
 
%
Neuberger Berman AMT
 
%
Rydex VT Dow 2x Strategy
 
%
Rydex VT Technology
 
   
%
Janus Aspen Perkins Mid
   
Socially Responsive
 
%
Rydex VT Electronics
 
%
Rydex VT
 
     
Cap Value
 
%
Oppenheimer Global
 
%
Rydex VT Energy
   
Telecommunications
 
   
%
JPMorgan Insurance Trust
   
Securities Fund/VA
 
%
Rydex VT Energy Services
 
%
Rydex VT Transportation
 
     
Core Bond Portfolio
 
%
Oppenheimer Global
 
%
Rydex VT Europe 1.25x
 
%
Rydex VT U.S. Government
 
   
%
JPMorgan Insurance Trust
   
Strategic Income Fund/VA
   
Strategy
   
Money Market
 
     
International Equity Portfolio
 
%
Oppenheimer International
 
%
Rydex VT Financial
 
%
Rydex VT Utilities
 
   
%
JPMorgan Insurance Trust
   
Growth Fund/VA
   
Services
 
%
Rydex VT Weakening Dollar
 
     
Intrepid Growth Portfolio
 
%
Oppenheimer Main Street
 
%
Rydex VT Government Long
   
2x Strategy
 
   
%
JPMorgan Insurance Trust
   
Small- & Mid-Cap Fund®/VA
   
Bond 1.2x Strategy
 
%
T. Rowe Price Blue Chip
 
     
Intrepid MidCap Portfolio
 
%
PIMCO VIT All Asset
 
%
Rydex VT Health Care
   
Growth
 
   
%
JPMorgan Insurance Trust
 
%
PIMCO VIT
 
%
Rydex VT Internet
 
%
T. Rowe Price
 
     
MidCap Growth Portfolio
   
CommodityRealReturn
 
%
Rydex VT Inverse Dow 2x
   
Equity Income
 
   
%
JPMorgan Insurance Trust
   
Strategy
   
Strategy
 
%
T. Rowe Price Health
 
     
Small Cap Core Portfolio
 
%
PIMCO VIT Emerging
 
%
Rydex VT Inverse
   
Sciences
 
   
%
JPMorgan Insurance Trust
   
Markets Bond
   
Government Long Bond
 
%
T. Rowe Price Limited-Term
 
     
US Equity Portfolio
 
%
PIMCO VIT Foreign Bond
   
Strategy
   
Bond
 
   
%
Lord Abbett Series Bond-
   
(Unhedged)
 
%
Rydex VT Inverse Mid-Cap
 
%
Templeton Developing
 
     
Debenture VC
 
%
PIMCO VIT Global Bond
   
Strategy
   
Markets Securities
 
   
%
Lord Abbett Series
   
(Unhedged)
 
%
Rydex VT Inverse
 
%
Templeton
 
     
Calibrated Dividend
 
%
PIMCO VIT High Yield
   
NASDAQ-100® Strategy
   
Foreign Securities
 
     
Growth VC
 
%
PIMCO VIT Low Duration
 
%
Rydex VT Inverse Russell
 
%
Templeton Global Bond
 
   
%
Lord Abbett Series
 
%
PIMCO VIT Real Return
   
2000® Strategy
   
Securities
 
     
Classic Stock VC
 
%
PIMCO VIT Short-Term
 
%
Rydex VT Inverse S&P
 
%
Templeton
 
   
%
Lord Abbett Series
 
%
PIMCO VIT Total Return
   
500 Strategy
   
Growth Securities
 
     
Developing Growth VC
 
%
Pioneer Bond VCT
 
%
Rydex VT Japan 2x
 
%
Third Avenue Value
 
   
%
Lord Abbett Series
 
%
Pioneer Emerging Markets
   
Strategy
 
%
Van Eck VIP Global Hard
 
     
Fundamental Equity VC
   
VCT
 
%
Rydex VT Leisure
   
Assets
 
   
%
Lord Abbett Series Growth
 
%
Pioneer Equity Income VCT
 
%
Rydex VT Mid-Cap
 
%
Wells Fargo Advantage
 
     
and Income VC
 
%
Pioneer High Yield VCT
   
1.5x Strategy
   
International Equity VT
 
   
%
Lord Abbett Series Growth
 
%
Pioneer Real Estate Shares
 
%
Rydex VT NASDAQ-100®
 
%
Wells Fargo Advantage
 
     
Opportunities VC
   
VCT
 
%
Rydex VT NASDAQ-100®
   
Intrinsic Value VT
 
   
%
Lord Abbett Series Mid Cap
 
%
Pioneer Strategic Income
   
2x Strategy
 
%
Wells Fargo Advantage
 
     
Stock VC
   
VCT
 
%
Rydex VT Nova
   
Omega Growth VT
 
   
%
Lord Abbett Series Total
 
%
Power Income VIT
 
%
Rydex VT Precious Metals
 
%
Wells Fargo Advantage
 
     
Return VC
 
%
Putnam VT Absolute Return
 
%
Rydex VT Real Estate
   
Opportunity VT
 
   
%
Lord Abbett Series Value
   
500
 
%
Rydex VT Retailing
 
%
Wells Fargo Advantage
 
     
Opportunities VC
 
%
Putnam VT Capital
 
%
Rydex VT Russell 2000®
   
Small Cap Value VT
 
   
%
MFS® VIT Emerging Markets
   
Opportunities
   
1.5x Strategy
 
%
Western Asset Variable
 
     
Equity
 
%
Putnam VT Diversified
 
%
Rydex VT Russell 2000®
   
Global High Yield Bond
 
   
%
MFS®VIT High Yield
   
Income
   
2x Strategy
Must Total 100%  
   
%
MFS® VIT Investors Growth
 
%
Putnam VT Equity Income
 
%
Rydex VT S&P 500
       
     
Stock
 
%
Putnam VT Global Asset
   
2x Strategy
       
   
%
MFS® VIT Investors Trust
   
Allocation
 
%
Rydex VT S&P 500 Pure
       
   
%
MFS® VIT New Discovery
 
%
Putnam VT Growth
   
Growth
       
   
%
MFS® VIT Research
   
Opportunities
 
%
Rydex VT S&P 500 Pure
       
   
%
MFS® VIT Research Bond
 
%
Putnam VT High Yield
   
Value
       
                           
     
  Please Continue   
     
FSB255 Supp B (5-13)
EliteDesigns Plus 32-80210-03 2013/05/01 (5/6)
     
 
 
 

 
 
       
 
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 B (5-13)
EliteDesigns Plus 32-80210-03 2013/05/01 (6/6)

 
 

 

   
 
 
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
 
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