This form enables the customer to complete an agreement under which one party transfers some or all ownership rights regarding the policy/contract in question to another party. Collateral assignments are not permitted on IRAs and variable annuities.

Assignment of Life Insurance Policy or Annuity Contract as Collateral Security

Authorization for Disclosure of Information - Life Insurance Policies

Use this form to change the beneficiary of your Lincoln Financial Group life insurance policy.

Beneficiary Change for Life Policy (online)
Beneficiary Change for Life Policy (PDF)

Certification of Trustee Powers - Existing Life Insurance Policies

This form is used to reduce coverage and remove or reduce riders of your Lincoln Financial Group life insurance policy.

Contract Change Request Form

This form is used to address additional beneficiary scenarios. This form must be submitted with a claimants statement.

Distinctive Payee Arrangement

Make life easy with the most convenient option for paying premiums. Use this form to add, change or update EFT information and have premiums automatically withdrawn from your bank account.

Electronic Funds Transfer (EFT) Authorization (PDF)

Use this form if the death of the insured occurred in a country other than the United States.

Foreign Death Questionnaire

Use this form to change the address on your Lincoln Financial Group life insurance policy.

Life Address Change Form

Use this form to change dividend options and withdrawal dividends for your Lincoln Financial life insurance policy.

Life Dividend Form

Use this form to change the name on your Lincoln Financial Group life insurance policy.

Life Name Change Form

Use this form to request a duplicate copy or verification certificate for a life insurance, health insurance policy, annuity or amendment to a policy that has been lost or destroyed.

Lost Policy Agreement

Use this form to change the ownership of your Lincoln Financial Group life insurance policy.

Ownership Change for Life Policy

This form enables the customer to request a loan against the cash value of their policy.

Policy / Certificate Loan Agreement

This form enables the customer to release the agreement under which one party transfers some or all ownership rights regarding the policy/contract in question to another party.

Release of Assignment of Life Insurance Policy or Annuity Contract as Collateral Security

Telephone and Internet Transfer Authorization Form for Variable and Indexed UL

This form is used to address additional beneficiary scenarios. This form must be submitted with a claimants statement.

Distinctive Payee Arrangement

Use this form if the death of the insured occurred in a country other than the United States.

Foreign Death Questionnaire

Log in to your account and view your information by selecting Billing information under Account details. Or, speak with a Customer Contact Professional by calling 800-487-1485 or email us at CustServSupportTeam@LFG.com.

For additional billing and premium payment information visit our Life Payment Center.

You can change your beneficiary by printing and faxing, emailing or mailing the Beneficiary Change for Life Policy (PDF) form.

If you have questions and want to speak with a Customer Care Professional, please use the contact information on the form. Log in to your account to see your current beneficiary information. For more details, read our beneficiary changes page.

Log in to your account to view your current information or check your activity. To access policy-specific information, click the account values tab.

The amount of your death benefit depends on your life insurance policy. Log in to your account to view your policy. You may also speak with a Customer Care Professional by calling 800-487-1485, emailing us at CustServSupportTeam@LFG.com.  

Visit our Life Payment Center to review our available premium payment options including online payment options for our Term products.

Automatic Drafts: You can make premium or loan payments monthly through the Electronic Funds Transfer program by completing an authorization form. You can fax, email or mail it to the contact information listed on the Electronic Funds Transfer Authorization form. (PDF)

Direct: You can make payments through direct billing on a quarterly, semi-annual or annual basis. To remit a payment via mail, use the billing address found on your billing notice. To overnight a payment, send it to the Customer Service address for the appropriate product.

To determine if your policy allows for a partial withdrawal or partial surrender, and to obtain the appropriate form, please contact a Customer Care Professional by calling 800-487-1485 or emailing CustServSupportTeam@LFG.com. Visit the loans and withdrawals page for additional information.

Yes, you may log in to your account to view your current information or check your activity.

To see your policy details, log in to your account.

Log in to review your account information and update your payor’s address by selecting My information/Beneficiaries.

You can also change the payor’s name or address by sending us the completed Life Address Change form (PDF) and/or the Life Name Change form (PDF) at CustServSupportTeam@LFG.com or to the address provided on the form.

For additional billing and premium payment information visit our Life Payment Center.

Visit our economic benefit page for tools, resources and support.

Visit our ownership and assignment page for next steps.

Visit the "Start a claim" tab on the top of this page for details.

Review policy information on our policy support and services page.

For life products offered through an employer or organization

Visit our employee benefits page for support resources.

For most Life Products (including First Penn Pacific policies)

800-487-1485
Mon-Fri 8:00 a.m.-6:00 p.m.
Fax: 800-819-1987
Email: CustServSupportTeam@LFG.com

for MoneyGuard, Variable, Term, Whole and Universal Life Products

Not sure what telephone number to use for your Lincoln Financial Life Insurance policy? Use the number above and enter your policy number into our automated system. You will be connected to a representative who can assist with your product.

Some policies are supported by specific teams. Use this contact information for policies that begin with:

9 + 5 digits
5 + 6 digits
64, 66 or 68 + 7 digits
N, P, R or W + 8 digits
M or T+ 7 digits