Get Liquidation Of Assets Form - Lincoln Financial Group

This guide provides users with step-by-step instructions on how to accurately complete the Liquidation Of Assets Form for Lincoln Financial Group online. By following this guide, users can ensure a smooth process for liquidating assets.

Follow the steps to complete the form effectively.

1. Click ‘Get Form’ button to access the Liquidation Of Assets Form and open it in a suitable editor.
2. Input your current investment company information. This includes the company's name, contact person's name, address, city, state, zip code, email, phone number, and fax number.
3. Provide asset liquidation information. Fill in the account number from which you wish to liquidate assets, the name of the plan associated with the assets, and the specified date for liquidation that adheres to blackout notification requirements.
4. Indicate the approximate amount of assets being transferred in the relevant section.
5. Select who will be pursuing the asset transfer by checking the appropriate option. Make sure to authorize the release of information to Lincoln Financial Group and your financial advisors, as needed.
6. The Plan Sponsor or Trustee should sign and date the form to authorize the transfer of assets.
7. After completing the form, review all entries for accuracy. Once confirmed, you can save changes, download the completed form, print it for mailing, or share it as necessary.

Complete your Liquidation Of Assets Form online today for a seamless asset transfer experience.