Get Authorization For Disclosure Of Information - Lincoln Financial Group

Filling out the Authorization For Disclosure Of Information form is an essential step for users who wish to authorize Lincoln Financial Group to disclose personal information to a designated representative. This guide provides clear and detailed instructions to ensure a smooth online completion of the form.

Follow the steps to accurately fill out the form online.

1. Click 'Get Form' button to access the form and open it in your editor of choice.
2. Begin by entering the policy number in the designated field. This number is essential to identify your specific policy and should be readily available on your documents.
3. Fill in the insured's name as it appears on the policy documents. Ensure that you provide accurate spelling to prevent any issues.
4. Enter the insured's date of birth in the format requested. This information helps to validate the identity of the insured person.
5. Provide the policy owner's social security number to ensure proper identification of the individual holding the policy.
6. In the first authorization section, write the name of the representative you are allowing to access the information.
7. Specify the relationship of the representative to the insured or policy owner in the appropriate field.
8. Complete the representative's address to ensure that any correspondence reaches them correctly.
9. If you prefer to limit the information disclosed to your representative, indicate your preferences in the space provided.
10. Read and acknowledge the understanding regarding the disclosure of information. This section outlines what types of information may be shared with your representative.
11. Select the duration for which the authorization is valid by checking the appropriate box. Options include 6 months, 1 year, indefinitely, or another specified duration.
12. Sign the form as the policy owner and include the date. If you have a joint owner, they should also sign and date the form.
13. Finally, once you have reviewed all entries for accuracy, save your changes, then download or print the form for your records or submission.

Complete your documents online with ease and accuracy today.