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The document is a Non-Qualified Annuity Claimant's Statement from Lincoln Financial Group, detailing the necessary steps and documentation required for beneficiaries to file a death claim on an annuity policy. It outlines essential items such as a certified death certificate, separate claimant statements for each beneficiary, and additional requirements based on the beneficiary's status (e.g., estate, trust). The document also provides various payment options for the death benefits, including lump sum payments and settlement options, along with tax withholding information and fraud warnings.

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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 get my tax form from Lincoln Financial?

Tax reporting 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.

How do I get tax forms from Lincoln Financial online?

Log into or register your account. Click on the Welcome menu in the top left corner and select Communication Preferences. Find Tax Statements under Document/Communication Type.

Is Lincoln Financial a good annuity company?

Lincoln Financial checks all the boxes that many annuity customers consider. Its an old company, having been founded in 1905 and eclipsing $1 billion in policies back in 1933, and it is financially stable and successful. Lincoln Financial holds an AM Best Financial Strength Rating of A.

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.

What is the tax form for a non qualified annuity?

An IRS Form 1099-R is a tax form used for reporting distributions from both qualified and non-qualified annuity contracts.

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.

What is a 404a form?

404a-5, issued by the Department of Labor (DOL), mandates that plan administrators of participant-directed individual account plans furnish eligible participants and beneficiaries with specific plan-related and investment-related details concerning their plans and the investments offered within.

What is a 404a?

404a: Emerging as a pivotal element within the Sarbanes-Oxley Act of 2002, Section 404a focuses squarely on fortifying financial reporting integrity. This section meticulously evaluates and affirms internal controls relating to financial reporting.

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