Get Claimant's Statement - Lincoln Financial Group

Completing the Claimant's Statement for Lincoln Financial Group is an essential step in filing a claim for a policy. This guide will provide clear, step-by-step instructions to help you fill out the form accurately and efficiently, ensuring that you submit all the required information.

Follow the steps to complete your Claimant's Statement online.

1. Click the ‘Get Form’ button to access the Claimant's Statement form.
2. Enter the deceased’s information, including the policy number(s), full name, date of birth, date of death, and social security number.
3. Provide your claimant information, including your full name, mailing address, date of birth, daytime and evening phone numbers, email address, and social security number.
4. Indicate your relationship to the deceased by selecting one option from the provided choices (e.g., individual, executor, trustee, etc.).
5. Choose your payment method by selecting one of the available options (e.g., lump sum, electronic funds transfer, wire deposit) and provide any necessary details.
6. Certify and sign the Claimant's Statement to confirm the accuracy of the information provided and to agree to the stated terms.
7. Review any state-required fraud warnings included in the document to ensure compliance.
8. If applicable, complete the section regarding SecureLine® interest-bearing checking account benefits.
9. Save the completed form, and choose the option to download, print, or share as needed to complete your submission.

Take action now by completing your Claimant's Statement online and ensuring that your claim is processed smoothly.