Trustee Directive for Benefit Payment - Lincoln Financial Group 2026

1. Click ‘Get Form’ to open the Trustee Directive for Benefit Payment in the editor.
2. Begin by filling out the Participant Information section. Enter your contract number, name, RS Plan ID, plan name, address, city, state, ZIP code, social security number, daytime phone number, date of birth, and date of hire.
3. In the Form and Type of Benefit Election section, select your desired rollover option. Specify amounts where applicable and ensure you understand the implications of each choice.
4. Consult the Taxation section carefully. Indicate your withholding preferences and ensure you understand any tax implications by consulting a tax advisor.
5. Complete the Payment Instructions section by selecting how you want your funds distributed. Make sure to provide accurate addresses for both rollover and lump sum payments.
6. Finally, sign and date the form in the Participant and Spouse Signatures section. Ensure all required signatures are present before submitting.

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