How to use or fill out Claimant's Statement - Lincoln Financial Group with our platform
- Click ‘Get Form’ to open the Claimant's Statement in the editor.
- Begin by entering the Deceased’s Information, including Policy Number(s), First Name, Middle Name, Last Name, Date of Birth, Date of Death, and Social Security Number.
- Next, fill in your Claimant Information. Provide your First Name, Middle Name, Last Name, Mailing Address, City, State, Zip Code, Date of Birth, Daytime Phone, Evening Phone, Email Address and select your relationship to the decedent.
- Select your preferred Payment Method. Choose between Lump Sum options or Settlement Options and provide any necessary documentation such as a voided check for Electronic Funds Transfer.
- Carefully read through the Certification section. Check all boxes to indicate your agreement and sign the form with your legal name and date.
- Finally, review any state-required fraud warnings included at the end of the document before submitting it along with all required documentation.
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