Annuities death claim notification - Lincoln Financial Group 2025

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

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