Client profile sheet - Lincoln Financial Group Fulfillment 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your contact information, including your name, email address, and phone number. Ensure accuracy for effective communication.
3. Fill out the account type section by selecting whether it is non-qualified, IRA, or another type. If applicable, provide the Pershing account number.
4. Complete the Owner and Annuitant sections with personal details such as Social Security Number, date of birth, and address. If the annuitant is the same as the owner, leave that section blank.
5. List your beneficiaries in the designated fields. Include their names, dates of birth, and relationships to you.
6. Provide financial information including annual income and net worth. This helps assess your investment suitability.
7. Review all entries for accuracy before submitting. Once completed, save your form and send it via fax or email as instructed.

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