Get Lincoln Partial Surrender Withdrawal Form

The Lincoln Partial Surrender Withdrawal Form is an important document for users looking to withdraw or surrender a portion of their life insurance policy. This guide provides clear, step-by-step instructions to assist you in completing the form accurately and efficiently online.

Follow the steps to complete the Lincoln Partial Surrender Withdrawal Form online

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your policy or certificate number in the designated field, which helps identify your account.
3. Fill in the name of the insured, ensuring it matches the name on your policy.
4. Provide the owner's name, if different from the insured.
5. Enter the owner's address, including street, city, state, and zip code.
6. Input your daytime telephone number and email address for any communications regarding your request.
7. In the income tax withholding section, select your preference regarding federal and state tax withholding by checking the appropriate box.
8. Complete the taxpayer identification number section by providing your Social Security number or Tax Identification number.
9. Certify that you are not subject to backup withholding and that you are a U.S. citizen, as stated in the certification section.
10. Select the type of withdrawal you are requesting, either a specific amount or the maximum available.
11. If applicable, indicate how the funds should be allocated if you’re withdrawing from a variable universal life policy.
12. Sign and date the form, certifying that the information provided is complete and accurate, and ensure to complete signature requirements for any assignees or irrevocable beneficiaries.
13. After completing the form, save your changes, download it if necessary, or print and share it based on your requirements.

Complete your Lincoln Partial Surrender Withdrawal Form online today to manage your policy effectively.