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- Click ‘Get Form’ to open the Lincoln Benefit Life form in the editor.
- Begin by filling out the 'General Information' section. Enter your contract number, today's date, owner's name, SSN/TIN, and contact details for both the owner and joint owner if applicable.
- Proceed to the 'Withdrawal Information' section. Choose between a one-time distribution or systematic distribution by completing either Section A1 or A2 as required.
- In Section 3, select your preferred payment method. You can choose to have a check sent to your address, direct deposit into your bank account, or send it to a financial institution.
- Complete any necessary tax withholding elections in Section 4. Ensure you understand the implications of your choices regarding federal and state taxes.
- Finally, sign and date the form in Section 5. If there is a joint owner, their signature is also required.
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| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2011 | 4.9 Satisfied (421 Votes) |
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