Lincoln 403b customer service

    • [PDF File]Toll-Free Phone Numbers (800) 423-2765

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      Toll-Free Phone Numbers For Customer Assistance Call (800) 423-2765 One Call STD Claim Submissions (866 ... Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Lincoln Life & Annuity Company of New York Service Office Address: PO Box 2616, Omaha, NE 68103-2616 Home Office: Syracuse, NY toll free ...


    • [PDF File]A Prerequisite for Success

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      Service You may access your account online at www.LincolnFinancial.com. For your protection, your Social Security number is required to obtain a Username and Password to be able to access your account. You may call Customer Service toll-free at 800-234-3500 for more information.


    • Beneficiary Change for Life Policy

      Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Page 1 of 6 CS06893 11/18. ... Contact customer service to verify signature(s) needed. Titles. If you are signing the form in any capacity other than as an individual an appropriate title is required.


    • Change of Beneficiary

      The Lincoln National Life Insurance Company (Company, Lincoln) Lincoln Life & Annuity Company of New York (Company, Lincoln) Servicing Office - PO Box 2348, Fort Wayne IN 46801-2348 Fax Number 260-455-6310 LincolnFinancial.com Overnight Address: Lincoln Financial Group, Policy Change - IA 1300 S Clinton St., Fort Wayne IN 46802-3506


    • [PDF File]Employer or Plan Administrator Statement

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      • Settlement Options - The Lincoln policy may provide you with other benefit settlement options. You may choose to withdraw the balance of your account and place it in another payment option offered by Lincoln. Contact a Customer Service Representative at 800-423-2765 for more information.


    • [PDF File]Distribution request form

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      Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations. To be used for: General distributions, rollovers, purchase of service credits, source specific withdrawals, plan terminations, Qualified Domestic Relations


    • [PDF File]DEFERRED COMPENSATION 457(B) SERVICE PROVIDER LIST

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      DEFERRED COMPENSATION 457(B) SERVICE PROVIDER LIST AMERICAN EXPRESS FINANCIAL ADVISORS (403b) 394 AXP Financial Center Local Representative Minneapolis, MN 55474 Kraig Bode (612) 671-3700 1342 East Kingsley, Suite E FAX (612) 671-6046 Springfield, MO 65804 Customer Service 1-800-862-7919 (417) 881-9200


    • [PDF File]ANNUITY DISTRIBUTION REQUEST - Marketing Financial

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      Excess withdra wals may substantially deplete or eliminate the guarantees allowed under your Lincoln Living Income SM Advantage rider and may result in the termination of the rider and contract. Please contact your Financial Advisor, Annuity Customer Service or refer to …


    • [PDF File]From fees to value

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      Customer service Retirement education Administration and recordkeeping 2064658 From fees to value A participant’s guide to understanding retirement plan fee disclosure Quarterly participant statements Comparative charts ... Lincoln Financial is your retirement plan provider.


    • [PDF File]403(b) Contract Exchange Request - Administration Offices

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      403(b) Contract Exchange Request Section I Plan Information Use this form to request a Contract Exchange (formerly 90-24 Transfer) of your 403(b) annuity or cu stodial account assets to the 403(b) annuity contract or the 403(b)(7) custodial account in the Lincoln Alliance ® program.


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