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Life Statements provide important information. They summarize the value of the policy, communicate any gain or loss and confirm the activity during the reporting period. We realize that this kind of report can sometimes appear complex and confusing.

We have designed our Life Statements to be clear and understandable. Life Statements are product specific, and availability of statement type differs by product family.

Below are sample Statements. Click on the statement of interest and place mouse over items for definitions of the terms we use as well as tips on how to read the statement. Please contact Customer Service if you have questions or need additional services.

Sample Annual Statement

Sample Quarterly Statement*

*Quarterly statements are not available on all policies.

Hello future.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance
company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN,
and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products
distributed by broker/dealer-affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities
and investment advisory services offered through other affiliates. Explore Lincoln.