Get Lincoln Statement Financial Statement Form

Navigating the Lincoln Statement Financial Statement Form can seem overwhelming, but this guide is here to support you through the process. Follow the outlined steps to confidently complete your form online and ensure that all necessary information is accurately provided.

Follow the steps to successfully fill out the form.

1. Click ‘Get Form’ button to access the Lincoln Statement Financial Statement Form and open it in your preferred editing tool.
2. Begin with the 'Policy Number' section. Clearly enter the policy number associated with the claim, ensuring that it matches any related documents.
3. In the 'Deceased’s Information' section, provide all requested details about the deceased individual. This includes their full name, address, date of birth, date of death, and Social Security number.
4. Complete the 'Claimant Information' section by entering your full name, address, Social Security or Tax ID number, dates of birth, and relationship to the deceased.
5. Choose your citizenship status and provide your gender. Optional fields include daytime and evening phone numbers and email address.
6. Select your preferred payment option under the 'Payment Options' section. Make sure to carefully read the descriptions to choose the best method for your needs.
7. If applicable, fill out the 'Automatic Withdrawal Service Information.' Indicate the distribution amount and payment frequency, and provide your financial institution's information.
8. In the 'Election of Beneficiary' section, list the beneficiaries' names, relationships to the deceased, and their corresponding Social Security numbers, if required.
9. Review the 'Tax Withholding Section' to decide if you wish to withhold taxes from your claim and specify the necessary information.
10. Carefully read the 'Signature' section. After verifying that all information is accurate, provide your signature and the date.
11. Finally, save your changes, and download or print the completed form for your records. You may also share the document if required.

Complete your Lincoln Statement Financial Statement Form online today for a smooth claims process.