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Lincoln financial group form 28835

Lincoln financial group form 28835 2025

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The document outlines the Automatic Withdrawal Service Election for Lincoln Financial Group, detailing the process for setting up automatic withdrawals from a financial contract. It includes important information about potential surrender charges, withdrawal options, payment frequencies, tax withholding choices, and direct deposit requirements. The document emphasizes the need for understanding tax implications and provides sections for authorization and signatures.

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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.

How do I contact Lincoln Financial about my 401k?

You may also speak with a Customer Care Professional by calling 800-487-1485 or emailing us at CustServSupportTeam@LFG.com.

How do I look up my Lincoln Financial policy?

You can review your policy information by doing one of the following: Logging in to your account online. Log in. Contacting your insurance professional. Dont have an insurance professional? Find a financial professional. Calling customer service and speaking with a customer service representative.

How to get Lincoln Financial tax forms?

To access your tax documents: Log in to LincolnFinancial.com. Select your annuity account. Click on Correspondence/Statements to access and download your tax forms.

Is Lincoln Financial Group legit?

Lincoln Financial earned 4 stars out of 5 for overall performance, thanks to its solid financial footing and low volume of consumer complaints. Lincoln Financial Group offers life insurance, annuities, workplace benefits and retirement plan services.

How do I find my Lincoln Financial Plan ID?

Retirement plan participants. 800-648-6424. Mon-Fri, 8:00 a.m. - 8:00 p.m. ET. Group insurance members. 800-423-2765. Mon-Thurs, 8:00 a.m. - 8:00 p.m. ET. Annuity account owners. 800-654-5088. Mon-Fri, 8:00 a.m. - 6:00 p.m. ET. Life insurance policy owners. 800-487-1485. Mon-Fri, 8:00 a.m. - 6:00 p.m. ET.

lincoln automatic withdrawal service election form 28835

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How do I get my form 404A from Lincoln Financial?

A free paper copy of the information may be obtained by contacting your retirement plan administrator at 310-277- 1010. Every effort has been made to ensure that this disclosure is as thorough and accurate as possible to reflect the legal documents, laws, and regulations that govern the operation of the plan.

How do I look up my life insurance policy?

If you have already created your Lincoln Owner account, youll find your Member ID located in the upper left-hand corner of your accounts homepage.