Qualified Claimant's Statement 2025

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Payments are made to the policy owner and are sent by check or Electronic Funds Transfer (EFT).
Once Lincoln Financial Group receives all necessary information to make a determination on your claim, a decision to approve or deny your claim will be made within 3 business days. Once your short-term disability claim is approved, Lincoln Financial Group will mail checks to your home on a bi-weekly basis.
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.
Capacity is the legal authority that entitles you to claim proceeds. If you are claiming on your own behalf, you are an individual claimant and should indicate your capacity as Individual. Do not use any other title unless you are actually claiming in that capacity.
A claims examiner will review the claim within three to five business days of receipt. The claims examiner will follow up with the claimant, physician or employer if more information is needed. A claim decision will be made once we receive all needed information.
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People also ask

Claimant Statement FormIncome Annuity. Use this form to complete the settlement of your inherited income annuity contract. If you need more room for information or signatures, make a copy of the relevant page.
This form is used to collect information relating to the payment of death benefits. The information provided will be used to determine entitlement to death benefits. Persons are not required to respond to the collection of information unless it displays a currently valid OMB Control Number.
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.