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Get Audit Package Request Form Multi-fund(pdf)
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How to fill out the Audit Package Request Form Multi-Fund(PDF) online
This guide provides clear and detailed instructions for completing the Audit Package Request Form Multi-Fund online. By following these steps, you can efficiently request the necessary audit package from Lincoln National Life Insurance Company.
Follow the steps to complete your Audit Package Request Form
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Indicate your desire for an audit package by checking the provided box in the 'Audit Information' section.
- Fill out the 'Audit Information' section by providing the date range for the most recent plan year using the mm/dd/yyyy format.
- In the 'Plan/Remitter Information' section, enter the plan name and then list the associated remitters along with their plan/remitter numbers.
- Complete the 'Contact Information' section with the recipient's name, mailing address, and email address (required) to ensure secure delivery of reports.
- If authorizing a recipient other than the plan sponsor, provide the authorized signer's name, signature, email address, and phone number in the 'Authorization' section.
- Finally, check all sections for accuracy, then save any changes, and proceed to download, print, or share the completed form as necessary.
Complete your Audit Package Request Form online today to facilitate your audit process.
“My name is and I am ONE AND THE SAME PERSON AS: I hereby affirm that the information given above is true and correct to the best of my knowledge and belief, that I have been known by the present and former names as stated above, and that I am one and the same person.”
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