Lincoln Life Insurance Forms

At Lincoln, we strive to make it easy for you to do business with us. For your convenience, you may download frequently used forms by clicking the links below. Forms may be faxed or mailed to the Personal Service Center. For faxed requests, please retain the original document for your records

If any form does not meet your needs, please contact the Personal Service Center for further assistance.

• Authorization Form
• Asset Rebalancing
• Asset Allocation
• Address Change Form
• Beneficiary Change Form
• Name Change Form
• Ownership Change Form
• EFT Form
• Policy Loan Agreement Form
• Release of Assignment Form

Reporting a Claim
If you need assistance in completing the form online, please contact ClaimServices and one of our Service Consultants will help you. You may complete and send the report online immediately by selecting the report name.

Death
Disability or Premium Waiver
Long Term Care