Get Data Direct Username Authorization Form - Lincoln Financial Group

Filling out the Data Direct Username Authorization Form is a straightforward process that enables plan sponsors or trustees to authorize new users. This guide will provide you with step-by-step instructions on how to complete the form online effectively.

Follow the steps to successfully complete the authorization form.

1. Click ‘Get Form’ button to access the Data Direct Username Authorization Form and open it for completion.
2. Provide general plan information. Fill in the plan name, contract number, plan ID, and the address details including city, state, and zip code.
3. Enter submitter information. Complete the required fields, including the name of the submitter, phone number, and email address. Optionally, you can request a username. Remember, if a generic username is needed, this will be provided if you do not specify one.
4. Select the access permission level from the provided options. Indicate whether the submitter can submit contribution data only, or if they will have access to participant and plan balances and reports.
5. Identify any relevant bank account information if the new submitter should be linked for ACH debit transactions. Fill in the bank name, ABA routing number, and the account number.
6. Indicate if any existing usernames should be deleted by selecting yes or no. If yes, please provide the username to be removed.
7. Finalize the authorization. The plan sponsor/trustee must sign the form, provide their title, and date the document to authorize the changes.
8. After completing the form, save your changes. You may download, print, or share the form as needed.

Complete your Data Direct Username Authorization Form online today.