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How to use or fill out Annuities death claim notification - Lincoln Financial Group with our platform
- Click ‘Get Form’ to open the Annuities death claim notification in the editor.
- Begin by entering the policy numbers in Section 1. If you have multiple policies, complete a separate form for each.
- In Section 2, provide detailed information about the deceased, including their name, date of birth, and cause of death.
- Fill out Section 3 with your beneficiary information. Ensure all fields are completed accurately, including your relationship to the deceased.
- Select your claim option in Section 4. Depending on your choice, additional sections may need to be filled out.
- Complete the Income Tax Certification in Section 5 if applicable. This is crucial for tax purposes.
- Review all entered information for accuracy before signing in Section 9 and submitting your form along with required documents.
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