Get Claimant's Statement - Lincoln Financial Group

Filing a claim with Lincoln Financial Group can feel overwhelming, especially during difficult times. This guide provides clear, step-by-step instructions on how to complete the claimant's statement online, ensuring you submit all necessary information accurately and efficiently.

Follow the steps to fill out the claimant's statement accurately.

1. Click ‘Get Form’ button to access the claimant's statement and view it in the editor.
2. Begin by entering the policy number in the designated field at the top of the form.
3. Provide the deceased's information, including any other names they may have had, address, date of birth, and date of death. Ensure you also include their Social Security number and citizenship status.
4. Indicate the cause of death and whether you are claiming an accidental death benefit, if applicable.
5. In the claimant information section, fill in your personal details including name, address, Social Security or Tax ID number, and relationship to the deceased.
6. Select your citizenship status and provide additional required information if you are a resident of a foreign country.
7. Choose a payment option from the list provided, such as a lump sum or SecureLine Interest-Bearing Checking Account.
8. Read and understand the settlement options, then select your preferred option if applicable.
9. Complete the consent section, authorizing Lincoln Financial Group to obtain necessary information regarding the deceased.
10. Review all information entered for accuracy, then sign and date the form.
11. Save changes to your completed form and download a copy for your records. Lastly, print or share the completed form as required.

Start filling out your claimant's statement online today for prompt claim handling.