Lincoln financial direct deposit 2026

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  1. Click ‘Get Form’ to open the Lincoln Financial Direct Deposit Authorization Form in the editor.
  2. Begin by filling out the Employee Information section. Enter your Employer Name, your full Name, Date of Birth, Employee Number, and Contact Information (either Phone or Email).
  3. Next, move to the Bank Information section. Input your Bank Name and the Name on the Account. If you are initiating direct deposit, select whether it is a Checking or Savings account. For Checking accounts, attach a voided check; for Savings accounts, attach a Savings Account Deposit Form.
  4. Enter your Routing Number (ensure it is always nine digits) and Account Number accurately.
  5. In the Authorization section, read through the terms and provide your Signature along with the Date to authorize Trion™ to process your direct deposit.
  6. Finally, fax the completed form to 800-595-4642 or mail it to Trion™, 2300 Renaissance Blvd. King of Prussia, PA 19406. Ensure any necessary bank documents are attached.

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It typically takes about 48 hours from the time a withdrawal request is submitted for annuity funds to be directly deposited to an external account. In some cases, it could take up to5 business days depending on the financial institution. For mailed checks, please allow 10 business days to receive.
In some cases, it could take up to5 business days depending on the financial institution. For mailed checks, please allow 10 business days to receive. For requests submitted by form, please allow for additional processing time.
Accessing your Lincoln account information is easier than ever with our new, redesigned mobile app, Lincoln Financial Mobile.
Once Lincoln Financial Group receives all necessary information to make a determination on your claim, a decision to approve or deny your claim will be made within 3 business days. Once your short-term disability claim is approved, Lincoln Financial Group will mail checks to your home on a bi-weekly basis.
Note: Lincoln Financial Group requires your physician to provide information about your medical condition. If this information cannot be obtained, benefits may be delayed. 5. You may securely check the status of your claim online at .MyLincolnPortal.com or by calling your Case Manager at 1-800-838-4461.

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