DIStrIbutIon rEquESt ForM Lincoln Life Group Fixed Annuity 2025

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
Contact us
If you ever have any questions regarding your Lincoln or Lincoln Commitment, please call the Lincoln Customer Relationship Center at 1 800 392-3673. Our Customer Care Representatives are available Monday through Friday, 8:00 am to 5:00 pm your local time.
To access your tax documents: Log in to LincolnFinancial.com. Select your annuity account. Click on Correspondence/Statements to access and download your tax forms.
4 ways to get out of an annuity Pay the surrender charge. Most annuity companies allow you to cash out, or surrender, the contract for its current value, or withdraw a portion of the accumulated funds before income payments begin. Withdraw options. 1035 exchange. Sell a portion of your payments.
A free paper copy of the information may be obtained by contacting your retirement plan administrator at 310-277- 1010. Every effort has been made to ensure that this disclosure is as thorough and accurate as possible to reflect the legal documents, laws, and regulations that govern the operation of the plan.
Discover how Lincoln annuities can help your clients face the future with confidence. Call us today at 877-533-0265 or complete the form below.
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People also ask

Many group annuity contracts are a type known as fixed deferred group annuities. This means that the annuity contract earns interest during its accumulation phase based on a fixed rate before converting the value of the annuity into guaranteed lifetime income payments.
You can review your policy information by doing one of the following: Logging in to your account online. Log in. Contacting your insurance professional. Dont have an insurance professional? Find a financial professional. Calling customer service and speaking with a customer service representative.

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