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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.

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How do I take my money out at Lincoln Financial?

Option 1: Transactions, including withdrawals may be requested via LincolnFinancial.com (any dollar amount) or via our Customer Care Center (

How do I change my beneficiary on Lincoln Financial?

Complete a separate request for change of beneficiary for each policy to be changed, unless the owner and all information is the same on all policies. Enter the policy or certificate number. Enter any other relevant policy numbers separated by commas.

What is the Lincoln Moneyguard death benefit?

Issued by The Lincoln National Life Insurance Company Beneficiaries may receive an income tax-free death benefit under IRC Section 101(a)(1). Benefits are guaranteed as long as all scheduled premiums are paid on time and in full, no loans, withdrawals, or surrenders are taken for the life of the policy.

How do I withdraw money from my 401k?

Generally, youll need to complete some paperwork, and describe why you need early access to your retirement funds. Unless youre 59 1/2 or older, the IRS will tax your traditional 401(k) withdrawal at your ordinary income rate (based on your tax bracket) plus a 10 percent penalty.

How does Lincoln Moneyguard work?

Lincoln Moneyguard is a universal life insurance policy with a long-term care rider that will reimburse you for qualified long term care expenses. Reimbursement long term care insurance policies will require you to submit receipts. Issue Ages: Ages 30-80, age last birthday. Classes: Couples Discount and Standard.

Can I withdraw from my 401k Lincoln Financial?

Your retirement plan may allow you to withdraw money early due to an immediate and heavy financial need, such as education fees, medical or funeral expenses, or the purchase of a principal residence.

How long does it take to get a check from Lincoln Financial?

If I complete the form I received in the mail, how long will it take to get a check? It may take up to eight weeks once all required documentation is received. However, if you are the beneficiary claiming funds, it may take longer and additional documentation may be requested at a later date.

How do I cash out my Lincoln Financial 401k?

1. Log in to your account at LincolnFinancial.com/Retirement. 2. To make a request, click Loan information or Withdrawal information under Important links for my plan.

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